Salesforce

What you can do with Salesforce

Actions: Create or update leads, contacts, opportunities, and accounts; run SOQL queries; log calls and tasks.

Triggers: Record created, record updated, opportunity stage changed, new lead assigned.

Authentication

Salesforce uses OAuth 2.0 (Connected App). A system user account is recommended for production workflows to avoid disruption if a user's account changes.

Popular use cases

• Auto-create Salesforce opportunities from inbound lead forms or chat conversations
• Sync deal data to your data warehouse or BI tool on a schedule
• Notify account executives via Slack or email when assigned deals go stale