Bi-directional Salesforce CRM integration for sales data management
The Salesforce Connector skill provides comprehensive bi-directional integration with Salesforce CRM, enabling automated data retrieval, manipulation, and synchronization. This skill handles SOQL queries, CRUD operations on standard and custom objects, bulk data operations with governor limit awareness, and real-time event processing.
Execute a SOQL query to retrieve all open opportunities for a specific account, including related contact information and activity history.
Perform a bulk update of lead status for all leads from a specific campaign, ensuring proper handling of governor limits.
Set up a listener for opportunity stage changes and trigger appropriate follow-up actions based on the new stage.