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RL Studio

Rise Data Labs

DashboardWorldsEnvironmentsTask designerSessions
  1. Environments
  2. Salesforce CRM

Salesforce CRM

Opportunities, quotes, and pipeline hygiene.

WIPSales
NameDescriptionParameters
salesforce_crm_getLoad a single record by id.{"type":"object","properties":{"id":{"type":"string"}},"required":["id"]}
salesforce_crm_list_openList open items in the default queue.{"type":"object","properties":{"limit":{"type":"integer"}}}
salesforce_crm_searchSearch records with filters and free text.{"type":"object","properties":{"query":{"type":"string"},"limit":{"type":"integer"}},"required":["query"]}
salesforce_crm_submit_actionSubmit a workflow action (approve, escalate, merge, etc.).{"type":"object","properties":{"action":{"type":"string"},"targetId":{"type":"string"},"note":{"type":"string"}},"required":["action","targetId"]}
salesforce_crm_updateApply a partial update to a record.{"type":"object","properties":{"id":{"type":"string"},"patch":{"type":"object"}},"required":["id"]}