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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

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Salesforce Action Agent v1.16
Please contact XMPro if you're looking for an older version of this Agent.
Last modified 6mo ago