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Sales & customer data

Salesforce + Era

Interact with Salesforce CRM

Connect Salesforce to EraAll apps
Category
Sales & customer data
Connection
Sign in with your account
Actions
35
Triggers
5

What Era can do with Salesforce

Each of these is a ready step in Era’s chat and workflows.

Actions35

  • Get Accounts
  • Create Account
  • Update Account
  • Delete Account
  • Get Contacts
  • Create Contact
  • Update Contact
  • Delete Contact
  • Get Leads
  • Create Lead
  • Update Lead
  • Delete Lead
  • Get Opportunities
  • Create Opportunity
  • Update Opportunity
  • Delete Opportunity
  • Get Cases
  • Create Case
  • Update Case
  • Delete Case
  • Get Tasks
  • Create Task
  • Update Task
  • Delete Task
  • List Reports
  • Get Report
  • Run Report
  • List Report Types
  • List Dashboards
  • Get Dashboard
  • Refresh Dashboard
  • Run SOQL Query
  • Get More Query Results
  • Describe Object
  • List Objects

Events that start a workflow5

  • Record Created
  • Record Updated
  • Record Deleted
  • Opportunity Stage Changed
  • Case Status Changed

How to connect

  1. 1

    In Era, find Salesforce under Apps and press Connect.

  2. 2

    Sign in with your Salesforce account and allow access.

  3. 3

    Now you can ask Era, or use it in your workflows.

Era modules it works with

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