Salesforce integration

What the Salesforce package does

Connect to Salesforce CRM to create, read, update, delete records, run SOQL queries and SOSL searches across any sObject (Account, Contact, Lead, Opportunity, Case, custom objects, etc.)

Salesforce CRM integration. Connect to Salesforce to create, read, update, delete and upsert records, run SOQL queries and SOSL searches, and describe sObjects (Account, Contact, Lead, Opportunity, Case, custom objects, etc.). Authentication uses OAuth 2.0 username-password flow via the Connect node, which establishes a session reused by other nodes.

Namespace

Robomotion.Salesforce

Latest version

1.1.0 (3 versions published)

Written in

Go

Categories

CRMSales & Marketing

Salesforce nodes (11)

These are the node IDs an agentic flow or an RPA bot uses, exactly as they appear in the Flow Designer and in flow code. An agent tool node can also be called by an AI agent on its own. The Toolkit node hands an agent several of the package operations at once.

Platforms

The Salesforce package runs on Windows, macOS and Linux robots. Any Robomotion robot on these operating systems can run a flow that uses it.

How to install the Salesforce package

1. Open Packages in the Robomotion Flow Designer.
2. Search for Salesforce or Robomotion.Salesforce, then click Install on its card.
3. The Salesforce nodes appear in the node palette for everyone in the workspace, because installation is per workspace.

From a terminal, the Robomotion CLI installs the same package:

robomotion install Robomotion.Salesforce

Templates that use Salesforce

2 ready-made templates use Salesforce nodes in their flows. Open one to start from a working flow.

• Salesforce Lead Business Data

  Every 15 minutes, takes the leads Salesforce has touched most recently, turns each website into a bare domain, looks the company up in the Google Business listings database, and writes the name, description, categories, address, rating and price level back onto the Salesforce record.

• Salesforce Lead Traffic Stats

  Every 15 minutes, takes the leads Salesforce has touched most recently, turns each website into a bare domain, estimates how much organic search traffic that domain gets, and writes the numbers back onto the Salesforce record.

Related integrations

Packages that share a category or keywords with Salesforce. It is filed under CRM and Sales & Marketing.

• ApolloConnect to Apollo.io to search, enrich, and manage contacts, accounts, organizations, and deals
• HubSpotConnect to HubSpot CRM and manage contacts, companies, deals, and tickets
• Zoho CRMManage leads, contacts, deals, and other records in Zoho CRM
• GoHighLevelConnect to GoHighLevel CRM to manage contacts, opportunities, and tasks
• MauticConnect to Mautic marketing automation platform to manage contacts, companies, segments, and campaigns
• LemlistLemlist integration