CRM automation, lead management, opportunity tracking, and sales workflow orchestration for AI agents.
CRM
Executes SOQL queries to retrieve CRM data across objects.
Performs SOSL searches across multiple objects.
Creates new company account records in the CRM.
Retrieves account details including related contacts and opportunities.
Creates new contact records associated with accounts.
Adds new lead records for sales pipeline.
Creates new sales opportunities with stage and value.
Modifies existing records across any Salesforce object.
Opens new support cases for customer issues.
Gets metadata about object fields and relationships.