Salesforce

The Salesforce Agent allows for the creation of new records for a specified Salesforce object. For example, you can use this Agent to create new Opportunities or Work Orders in Salesforce.
Details for an example​ and its configuration can be found in the How to Use section.
Pre-requisites
The following is required to use this Agent:
The user account of a Salesforce instance.
The Connected App OAuth details. 
Click here for more information on Salesforce connected apps configuration.
Download
Name
Link
Salesforce Action Agent v1.17
​​Request​
Please contact XMPro if you're looking for an older version of this Agent. 

Name	Link
Salesforce Action Agent v1.17	Request

Next - How to use?

Example

Last modified 1mo ago