Salesforce AI Integration
Pair Pickaxe with Salesforce to automate email operations and keep work moving after every model response. Ship faster with fewer repetitive steps.
Capabilities
99 capabilities
SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION
DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.
SALESFORCE_ADD_CONTACT_TO_CAMPAIGN
Adds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
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