What you can do with Salesforce Sales Cloud
Every task in plain language. Pick one, and we can help you get access.
18 things you can do
Salesforce Sales Cloud
Enterprise CRM platform providing sales automation, customer relationship management, and business intelligence capabilities through REST and SOAP APIs.
18 multi-step recipesRecipes: multi-step jobs
Account 360 EnrichmentResolve an Account, then fetch its Contacts and open Opportunities.Account Tree With Contacts
Create a parent Account plus child Contacts in one tree, then verify.Bulk Import Accounts
Bulk-create Accounts via a collection request, then verify via SOQL.Close Opportunity Won
Update an Opportunity to Closed Won, verify, and log a follow-up Task.Create And Convert Lead
Create a Lead, then create the Account/Contact/Opportunity it converts into.Create Then Retrieve Contact
Create a Contact and immediately fetch it by id.Delete Stale Lead
Locate an unconverted Lead and delete it.Describe Then Create Record
Describe an sObject, then create a record of that type.Log Task On Account
Locate an Account and log a follow-up Task against it.New Customer Onboarding
Create Account, then Contact, then Opportunity in one chained flow.Opportunity With Contact Role
Create an Opportunity and attach a Contact as a contact role.Paginated SOQL Export
Execute a SOQL query and fetch the next batch when not done.Query Then Update Account
Locate an Account via SOQL and update it when found.Reparent Contact To Account
Resolve a Contact and target Account, then update the Contact's AccountId.Schedule Event With Contact
Locate a Contact by email and schedule an Event with them.Search Then Retrieve Record
SOSL search for records, then retrieve the top match in full.Submit Opportunity For Approval
Create an Opportunity and submit it for approval.Upsert Account By External ID
Upsert an Account by external ID and attach a Contact.