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Salesforce is a leading cloud-based customer relationship management (CRM) platform. It allows you to integrate all of your departments together. For example: sales, communities, enablement, and marketing. With Salesforce, you can respond to customer inquiries faster, learn more about your customers, deliver professional and personalized customer experiences, and more.

Starting a Salesforce automation...

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    Account Created
    When a new account is created.
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    Account Updated
    When a new account is updated.
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    Contact Created
    When a contact is created.
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    Contact Updated
    When a new contact is updated.
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    Lead Created
    When a lead is created.
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    Lead Updated
    When a lead is updated.
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    Lead Converted
    When a lead is converted.
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    Opportunity Created
    When an opportunity is created.
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    Opportunity Updated
    When an opportunity is updated.
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    Order Created
    When an order is created.
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    Order Updated
    When an order is updated.
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    Pricebook Entry Created
    When a pricebook entry is created.
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    Pricebook Entry Updated
    When a pricebook entry is updated.
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    Product Created
    When a product is created.
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    Product Updated
    When a product is updated.
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    Custom Created
    When a custom is created.
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    Custom Updated
    When a custom is updated.

Things you can do with a Salesforce automation...

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    Create Account
    Create an account.
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    Retrieve Account
    Lookup account.
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    Update Account
    Update an account.
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    Delete Account
    Delete an account.
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    Query Account
    Search for an account.
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    Create Contact
    Create a contact.
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    Retrieve Contact
    Lookup contact.
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    Update Contact
    Update a contact.
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    Delete Contact
    Delete a contact.
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    Query Contact
    Search for a contact.
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    Create Lead
    Create a lead.
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    Retrieve Lead
    Lookup lead.
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    Update Lead
    Update a lead.
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    Delete Lead
    Delete a lead.
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    Query Lead
    Search for a lead.
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    Create Opportunity
    Create an opportunity
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    Retrieve Opportunity
    Lookup opportunity.
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    Update Opportunity
    Update an opportunity.
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    Delete Opportunity
    Delete an opportunity.
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    Query Opportunity
    Search for an opportunity.
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    Create Order
    Create an order.
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    Retrieve Order
    Lookup order.
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    Update Order
    Update an order.
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    Delete Order
    Delete an order.
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    Query Order
    Search for an order.
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    Create Pricebook Entry
    Create a pricebook entry.
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    Retrieve Pricebook Entry
    Lookup pricebook entry.
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    Update Pricebook Entry
    Update Pricebook Entry
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    Delete Pricebook Entry
    Delete a pricebook entry.
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    Query Pricebook Entry
    Search for a pricebook entry.
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    Create Product
    Create a product.
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    Retrieve Product
    Lookup product.
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    Update Product
    Update a product.
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    Delete Product
    Delete a Product.
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    Query Product
    Search for a product.
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    Create Custom
    Create a custom.
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    Retrieve Custom
    Lookup custom.
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    Update Custom
    Update a custom.
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    Delete Custom
    Delete a custom.
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    Query Custom
    Search for a custom.

Creative ways to use Mesa with Salesforce

  • Add a contact in Salesforce after they've completed their first order online

  • Sync purchase history between Shopify and Salesforce to get a single view of in-store and online spending

  • Start a sale in Salesforce and let your customers finish it online

  • Automatically update a customer's mailing address in Salesforce when they change it on Shopify

  • Create a new Salesforce opportunity when a high-volume order is placed