Salesforce
Connect to Salesforce CRM to access business objects. Supports reading and writing to Salesforce records.
At Stack AI, security and privacy of our customer's data is our top priority. Today, we are thrilled to announce that Stack AI is now SOC 2 Type II and HIPAA compliant.
Connect to Salesforce CRM to access business objects. Supports reading and writing to Salesforce records.
The following parameters are required to set up a connection to Salesforce.
Your Salesforce username (email address)
Your Salesforce password
Your Salesforce security token. Reset it in your Salesforce settings if needed
Custom domain for your Salesforce instance (e.g., 'na1' for North America)
Query Salesforce using plain English or SOQL queries
2 input parameters
2 output parameters
Create a new opportunity in Salesforce
6 input parameters
2 output parameters
Update an existing opportunity in Salesforce
6 input parameters
2 output parameters
Delete an opportunity from Salesforce
1 input parameter
2 output parameters
Create a new contact in Salesforce
6 input parameters
2 output parameters
Update an existing contact in Salesforce
6 input parameters
2 output parameters
Delete a contact from Salesforce
1 input parameter
2 output parameters
Create a new comment in Salesforce (typically a Case Comment)
3 input parameters
2 output parameters
Update an existing comment in Salesforce
3 input parameters
2 output parameters
Delete a comment from Salesforce
1 input parameter
2 output parameters