Salesforce

Starting a Salesforce automation...

• Account Created

  When a new account is created.

• Account Updated

  When a new account is updated.

• Contact Created

  When a contact is created.

• Contact Updated

  When a new contact is updated.

• Lead Created

  When a lead is created.

• Lead Updated

  When a lead is updated.

• Lead Converted

  When a lead is converted.

• Opportunity Created

  When an opportunity is created.

• Opportunity Updated

  When an opportunity is updated.

• Order Created

  When an order is created.

• Order Updated

  When an order is updated.

• Pricebook Entry Created

  When a pricebook entry is created.

• Pricebook Entry Updated

  When a pricebook entry is updated.

• Product Created

  When a product is created.

• Product Updated

  When a product is updated.

• Custom Created

  When a custom is created.

• Custom Updated

  When a custom is updated.

Things you can do with a Salesforce automation...

• Create Account

  Create an account.

• Retrieve Account

  Lookup account.

• Update Account

  Update an account.

• Delete Account

  Delete an account.

• Query Account

  Search for an account.

• Create Contact

  Create a contact.

• Retrieve Contact

  Lookup contact.

• Update Contact

  Update a contact.

• Delete Contact

  Delete a contact.

• Query Contact

  Search for a contact.

• Create Lead

  Create a lead.

• Retrieve Lead

  Lookup lead.

• Update Lead

  Update a lead.

• Delete Lead

  Delete a lead.

• Query Lead

  Search for a lead.

• Create Opportunity

  Create an opportunity

• Retrieve Opportunity

  Lookup opportunity.

• Update Opportunity

  Update an opportunity.

• Delete Opportunity

  Delete an opportunity.

• Query Opportunity

  Search for an opportunity.

• Create Order

  Create an order.

• Retrieve Order

  Lookup order.

• Update Order

  Update an order.

• Delete Order

  Delete an order.

• Query Order

  Search for an order.

• Create Pricebook Entry

  Create a pricebook entry.

• Retrieve Pricebook Entry

  Lookup pricebook entry.

• Update Pricebook Entry

  Update Pricebook Entry

• Delete Pricebook Entry

  Delete a pricebook entry.

• Query Pricebook Entry

  Search for a pricebook entry.

• Create Product

  Create a product.

• Retrieve Product

  Lookup product.

• Update Product

  Update a product.

• Delete Product

  Delete a Product.

• Query Product

  Search for a product.

• Create Custom

  Create a custom.

• Retrieve Custom

  Lookup custom.

• Update Custom

  Update a custom.

• Delete Custom

  Delete a custom.

• Query Custom

  Search for a custom.