Install
Download the Package and follow the instructions to install it in your AAE Control Room.
Salesforce Advanced Package
This package is used in Salesforce API for Connect, Create Leads, Account, Opportunity and Contact with basic parameters
Top Benefits
- Connecting to the Salesforce platform
- Create Leads and account opportunity
- Creating contacts with the basic parameters
- Easy to use
- Reliable and efficient
Actions
- Connect - Authenticating the User. Reads Username, Password, Secret Token, Client ID, and Client Secret from User.
- Create Lead - Creates the Lead. Reads First name, Last name, Phone number, Email, Company name, Status, Title from User.
- Create Account - Creates the unique account. Reads Account name, Account number, Phone number, Place from User
- Create Contact - Individual contacts are created. Reads First name, Last name, Phone number, Email, Account ID from User
- Create Opportunity - Reads Opportunity name, Close date, Stage, Probability, Amount, Account ID from User
Salesforce Advanced Package includes several actions like Connect, Create Lead, Create Account, Create Contact, and Create Opportunity. These actions are unique in Salesforce API which performs Authentication through Connect action, Creating Lead for the User, Creating Individual Account, Contact, Opportunity for the User.