Salesforce Integration: Advanced CRM Customization and Management
Experience unparalleled management of Salesforce with Integr8 CloudService. Our integration solution covers a wide range of functionalities, from custom objects and cases to opportunities and user roles, ensuring a seamless and efficient business process management system.
Accounts
Assets
Attachments
Bulk Operations
Campaigns
Campaign Members
Campaign Member Status
Cases
Contacts
Custom Objects
Documents
Enhanced Notes
Events
Event Relations
Groups
Leads
Locations
Login History
Notes
Opportunities
Opportunity Contact Roles
Opportunity Line Items
Outbound Messages
Pricebooks
Products
Record Types
Tasks
User Roles
Users
Accounts
Manage customer and company profiles with comprehensive account tracking and updates.
List Accounts: Lists accounts from Salesforce.
Create Account: Creates a new account.
List Updated Accounts: Lists accounts created or modified since the last run.
List Accounts By PersonEmail: Lists accounts by PersonEmail.
Get Account: Retrieves an account by ID.
Update Account: Updates an account.
List Accounts By Custom Field: Lists accounts by a custom field.
Delete Account: Deletes an account.
List New Accounts: Lists accounts created since the last run.
Assets
Efficiently oversee all company assets recorded in Salesforce for better resource management.
List Assets: Lists all assets managed within Salesforce.
Attachments
Handle all document attachments within Salesforce, ensuring organized and accessible records.
Create Attachment: Creates a new attachment.
List Attachments: Lists attachments from Salesforce.
Get Attachment: Retrieves an attachment by ID.
List New Attachments: Lists attachments created since the last run.
List Updated Attachments: Lists attachments created or modified since the last run.
Update Attachment: Updates an attachment.
Delete Attachment: Deletes an attachment.
Bulk Operations
Perform large-scale data operations smoothly, managing extensive datasets with ease.
Close Job: Closes a job.
Get Job: Retrieves detailed information about a job.
Create Insert Job: Creates a job.
Abort Job: Aborts a job.
Delete Job: Deletes a job.
List Jobs: Retrieves all jobs in the organization.
Upload CSV Data: Uploads data for a job using CSV data.
Campaigns
Design, execute, and monitor marketing campaigns, keeping tabs on their progress and impact.
If Exists: Campaign: Checks if a campaign exists by ID.
Get Campaign: Retrieves a campaign by ID.
List Updated Campaigns: Lists campaigns created or modified since the last run.
List Campaigns: Lists campaigns.
Delete Campaign: Deletes a campaign.
List New Campaigns: Lists campaigns created since the last run.
Create Campaign: Creates a campaign.
Update Campaign: Updates a campaign.
Get Campaign By Name: Retrieves a campaign by name.
Campaigns Members
Manage the members of your marketing campaigns, ensuring effective communication and participation tracking.
Update Campaign Member: Updates a campaign member.
Create Campaign Member: Creates a new campaign member.
Delete Campaign Member: Deletes a campaign member.
Get Campaign Member: Retrieves a campaign member by ID.
List Campaign Members: Lists campaign members.
Campaign Member Status
Track and update the status of individuals involved in marketing campaigns.
Update Campaign Member Status: Updates a campaign member status.
List Campaign Member Statuses: Lists campaign member statuses.
Create Campaign Member Status: Creates a campaign member status.
Delete Campaign Member Status: Deletes a campaign member status.
Cases
Handle customer issues and support cases effectively, ensuring timely resolutions and customer satisfaction.
Delete Case: Deletes a case.
List Updated Cases: Lists cases created or modified since the last run.
List Cases: Lists all cases.
Get Case: Retrieves a case by ID.
Create Case: Creates a new case.
List New Cases: Lists cases created since the last run.
Update Case: Updates a case.
Contacts
Maintain a detailed and updated list of all business contacts, enhancing relationship management.
Get Contact ID: Retrieves the Contact ID associated with an email address.
Contact Exists For Email Address: Checks if contacts exist for an email address.
List New Contacts: Lists contacts created since the last run.
Contact Exists For ID: Checks if a contact exists with a specific ID.
Update Contact: Updates a contact's details.
Create Contact: Creates a new contact.
Get Contact: Retrieves a contact by ID.
Delete Contact: Deletes a contact.
List Contacts: Lists all contacts.
List Updated Contacts: Lists contacts created, modified, or deleted since the last run.
Get Contact(s) By Email: Retrieves contact(s) by email address.
Get Contact(s) By Mobile Number: Retrieves contact(s) by mobile number.
Custom Objects
Utilize custom objects to tailor Salesforce to your unique business processes and data needs.
List New Records 1: Retrieves new records from a custom object.
Get Record By ID 2: Retrieves a record by ID from a custom object.
Get Record By ID 1: Retrieves a record by ID from a custom object.
List Records 3: Retrieves all records from a custom object.
Update Record 3: Updates a record in a custom object.
Create Record 3: Creates a new record in a custom object.
Get Record By ID 3: Retrieves a record by ID from a custom object.
List Updated Records 1: Lists updated records from a custom object.
List New Records 2: Lists new records from a custom object.
Delete Record 3: Deletes a record from a custom object.
List Updated Records 2: Lists updated records from a custom object.
Create Multiple Records 1: Creates multiple records in a custom object.
Create Record 2: Creates a new record in a custom object.
Get Record By Custom Condition 2: Retrieves a record based on a custom condition.
List Object Fields: Lists all field names for a custom object.
Get External ID Field 1: Retrieves the External ID field for a custom object.
Create Multiple Records 2: Creates multiple records in a custom object.
Update Record 1: Updates a record in a custom object.
Delete Record 2: Deletes a record from a custom object.
Describe Object: Describes the metadata for a custom object.
Create Multiple Records 3: Creates multiple records in a custom object.
List Records 2: Lists all records from a custom object.
List Records 1: Lists all records from a custom object.
List New Records 3: Lists new records from a custom object.
List Objects: Lists all objects within a Salesforce account.
Update Record 2: Updates a record in a custom object.
Get External ID Field 2: Retrieves the External ID field for a custom object.
Create Record 1: Creates a new record in a custom object.
Get Record By Custom Condition 1: Retrieves a record based on a custom condition.
List Updated Records 3: Lists updated records from a custom object.
Get External ID Field 3: Retrieves the External ID field for a custom object.
Get Record By Custom Condition 3: Retrieves a record based on a custom condition.
Delete Record 1: Deletes a record from a custom object.
Documents
Manage a wide range of documents within Salesforce, ensuring organized and secure document handling.
Get Content Document Data (CSV): Returns the contents of a CSV content document.
Get Content Version: Retrieves the content version ID of a content document.
List Content Documents: Lists all content documents.
Enhanced Notes:
Keep detailed and enhanced notes as displayed in Salesforce's 'Notes' Related List for thorough record-keeping.
Create Enhanced Note: Creates an 'enhanced' note as displayed by the 'Notes' Related List.
Events
Organize and track company events, from planning to execution, within Salesforce.
List Events: Lists events from a Salesforce account.
Update Event: Updates an existing event.
Create Event: Creates a new event.
List New Events: Lists events created since the last run.
Delete Event: Deletes an event.
List Updated Events: Lists events created or modified since the last run.
Get Event: Retrieves an event by ID.
Event Relations
Manage the relationships and attendees involved in your business events for better event coordination.
List Contact/Lead Event Relations: Lists event contact and lead attendees.
List Declined Event Relations: Lists declined event attendees.
List Events Relations: Lists event attendees.
List Accepted Event Relations: Lists accepted event attendees.
List Undecided Event Relations: Lists undecided event attendees.
Create Event Relation: Creates a new event relation.
Groups
Efficiently manage various groups within Salesforce, enhancing team and project coordination.
List Groups: Lists groups from Salesforce.
Leads
Track potential clients or customers from initial contact to conversion, optimizing lead management.
List New Leads: Lists leads created since the last run.
Create Lead: Creates a new lead.
List Updated Leads: Lists leads created or modified since the last run.
Update Lead: Updates an existing lead.
Delete Lead: Deletes a lead.
List Leads By Email: Lists leads with a specific email address.
Get Lead: Retrieves a lead by ID.
List Leads: Lists all leads.
Locations
Keep track of your business locations, managing location-specific data effectively.
Get Location: Retrieves a location by ID.
Login History
Monitor and review Salesforce login sessions for security and auditing purposes.
List Login History: Lists all login sessions.
Notes
Organize and manage notes within Salesforce for detailed and accessible record-keeping.
List Notes: Lists notes from a Salesforce account.
List Updated Notes: Lists notes created or modified since the last run.
Update Note: Updates a note.
List New Notes: Lists notes created since the last run.
Get Note: Retrieves a note by ID.
Create Note: Creates a new note.
Delete Note: Deletes a note.
Opportunities
Track sales opportunities, from inception to closure, managing potential deals effectively.
Get Opportunity: Retrieves an opportunity by ID.
List Opportunities: Lists all opportunities.
List Opportunity Stages: Lists the possible stages for an opportunity in Salesforce.
List New Opportunities: Lists opportunities created since the last run.
Create Opportunity: Creates an opportunity.
Update Opportunity: Updates information about an opportunity.
List Updated Opportunities: Lists opportunities created or modified since the last run.
Delete Opportunity: Deletes an opportunity.
Opportunity Contact Roles
Manage the roles of contacts related to sales opportunities for organized deal tracking.
Update Opportunity Role: Modify roles assigned to contacts in opportunities.
List Opportunity Roles: View all roles associated with opportunities.
Get Opportunity Role: Retrieve details of a specific opportunity contact role.
Create Opportunity Role: Add new contact roles to opportunities.
Add Contact To Opportunity: Link existing contacts to opportunities.
List New Opportunity Roles: Track newly created contact roles in opportunities.
List Roles By Opportunity: Display all contact roles associated with a specific opportunity.
Get Primary Opportunity Role: Identify the primary contact role for an opportunity.
Delete Opportunity Role: Remove contact roles from opportunities.
Opportunity Line Items
Oversee line items in sales opportunities, ensuring detailed and accurate sales tracking.
List Updated Line Items: Track updates to line items in opportunities.
Delete Line Item: Remove line items from opportunities.
List Line Items: View all line items associated with opportunities.
List New Line Items: Keep tabs on newly added line items.
Get Line Item: Access specific line item details.
Update Line Item: Modify existing line items.
Create Line Item: Add new line items to opportunities.
Outbound Messages:
Handle outbound communications from Salesforce, ensuring accurate and timely responses.
Outbound Message Response: Send responses to Salesforce's outbound messages.
Pricebooks
Manage pricing and catalog details with Salesforce's pricebooks for efficient sales operations.
List Pricebook Entries: View entries in specific pricebooks.
Get Pricebook Entry: Access details of a particular pricebook entry.
List Pricebooks: Display all pricebooks within Salesforce.
Products
Keep a detailed record of products, tracking updates and managing product information.
Get Product: Retrieve detailed information about products.
List New Products: Track newly added products.
List Updated Products: Monitor updates to products.
List Products: View a comprehensive list of all products.
Record Type
Utilize different record types in Salesforce for better data organization and management.
Get Record Type: Obtain information about specific record types for better categorization.
Tasks
Efficiently manage tasks within Salesforce, tracking progress and ensuring timely completion.
List Task Priorities/Statuses: View options for task priorities and statuses.
Get Task: Retrieve detailed task information.
Update Task: Modify existing tasks.
Create Task: Add new tasks.
List Updated/New Tasks: Track recently created or modified tasks.
Delete Task: Remove tasks that are no longer needed.
User
Manage user profiles and information, ensuring an up-to-date and organized user database.
List Users: Display all users in the Salesforce system.
Get User: Retrieve details of a specific user.
Get Self: Obtain the logged-in user's profile information.
Get User By Name: Find users by their full name.
Delete User: Remove users from Salesforce.
And User Roles
Administer user roles and permissions within Salesforce, ensuring secure and appropriate access.
Get User Role: Access information about specific user roles.
Update User Role: Make changes to user roles.
List User Roles: View all user roles in Salesforce.
Create User Role: Add new user roles.
Delete User Role: Remove user roles no longer required.
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