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Salesforce

CRM software solutions and enterprise cloud computing

Index

  • How to Use

  • Actions

  • Triggers

  • Recommended Tools to Integrate with

How to Use

The Salesforce integration in Nova lets you automate enterprise CRM operations. You can run SOQL queries and create, update, and upsert records, and trigger automated flows when new or updated records appear in Salesforce.

Actions

(4)

Run SOQL Query

Execute a SOQL query and return the results


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Create Record

Create a new record in Salesforce


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Update Record

Update an existing record in Salesforce


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Upsert Record

Insert or update a record based on external ID


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Triggers

(2)

New Record

Triggers when there is a new record in Salesforce


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Updated Record

Triggers when there is an updated record in Salesforce


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Recommended Tools to Integrate with

HubSpot

Instantly.ai

Microsoft Dynamics 365 Business Central

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