Salesforce
Salesforce is the world's leading CRM platform, providing comprehensive customer relationship management, sales automation, and business intelligence capabilities for organizations of all sizes.
Example Use Cases
Lead Qualification Automation
Automatically score and route new leads based on engagement data, company size, and behavioral patterns.
Pipeline Management
Update opportunity stages, sync deal progress across teams, and trigger notifications for key milestones.
Customer Data Enrichment
Enhance contact records with external data sources, social profiles, and company information.
Revenue Forecasting
Generate automated sales reports, track quota performance, and predict revenue based on pipeline data.
Supported Actions
Standard Object Operations
- Create records (tasks, contacts, accounts, leads, opportunities, cases)
- Retrieve records by ID (tasks, contacts, accounts, leads, opportunities, cases, users, roles, knowledge articles)
- Update records (tasks, contacts, accounts, leads, opportunities, cases, roles, case comments, knowledge articles)
- Delete records by ID (tasks, contacts, accounts, leads, opportunities, cases, roles, knowledge articles, case comments)
- List all records (leads, contacts, accounts, opportunities, cases, case comments)
- Search records by criteria (tasks, leads, contacts, accounts, opportunities, cases, knowledge articles)
- Count records (leads, contacts, accounts, opportunities, cases, knowledge articles)
Case Management
- Create and update case records
- Retrieve case comments with pagination
- Get knowledge articles linked to cases
- Add and update case comments
- Track case resolution status
Custom Object & Field Management
- Create custom objects with specified labels
- Create custom objects with multiple fields
- Add custom fields to objects
- Delete custom fields
- Delete custom objects
- List all custom fields
- Retrieve custom field definitions for models
- Get model definitions with Enum classes for picklists
Metadata & Configuration
- List all available metadata types
- Retrieve setup audit trail of user changes
- Filter changes by time and metadata type
- Generate visual diagrams from validation rules
Reports & Analytics
- Export data for external analysis
- Track KPIs and performance metrics
- Monitor data quality and completeness
Frequently Asked Questions
How does Durable handle Salesforce API limits?
Durable intelligently manages your Salesforce API limits by monitoring usage in real-time, queuing requests during peak times, and optimizing bulk operations to maximize efficiency within your organization's limits.
Can I work with custom objects and fields?
Yes. Durable dynamically discovers your Salesforce schema including custom objects, fields, and relationships. Our system adapts to your unique configuration without requiring manual setup.
How are data validation rules handled?
Durable respects all Salesforce validation rules, required fields, and data constraints. When validation errors occur, we provide detailed error messages and can implement retry logic with corrected data.
What about data security and compliance?
Durable follows Salesforce security best practices, including field-level security, sharing rules, and permission sets. All data transfers are encrypted and we maintain detailed audit logs for compliance requirements.
Can I trigger workflows and process builders?
Yes! Durable operations can trigger Salesforce workflows, process builders, and flows just like manual user actions. We can also invoke specific flows programmatically when needed.
Ready to integrate Salesforce?
Get started with Durable's autonomous integration platform and connect Salesforce to your workflows.
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