LotsAgent
Salesforce
Customer relationship management
What agents can do with Salesforce
Add contact to campaign · Add lead to campaign · Add product to opportunity · Apply lead assignment rules · Associate contact to account · Clone opportunity with products · Clone record · Close or abort a job · Complete task · Create account · Create a new contact · Create a note record · Create a record · Create campaign · Create campaign record · Create contact · Create custom field · Create custom object · Create lead · Create lead · Create multiple records (SObject Collections) · Create note · Create opportunity · Create opportunity record · Create or update record by external ID · Create records using sObject Collections · Create record via UI API · Create Salesforce Account · Create SObject record · Create sObject tree · Create sObject tree records · Create task · Delete account · Delete a lead object by its id · Delete campaign · Delete contact · Delete file · Delete job query · Delete lead · Delete multiple records (SObject Collections) · Delete note · Delete opportunity · Delete sObject record · Delete sObject record · Describe Global · Execute Composite Graph · Execute Composite Graph · Execute sObject Quick Action · Execute SOQL query · Execute SOQL Query · Execute SOSL search · Execute SOSL search · Execute Tooling API query · Fetch account by ID with query · Fetch modified or unmodified sobjects · Get a batch of records · Get account · Get Account AllAccounts list view metadata · Get Account SearchResult list view metadata · Get all fields for an object