Salesforce + Straico Integration

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Popular Salesforce + Straico Workflows

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Salesforce + Straico Integration

Add AI to your Salesforce

This automation is beneficial when you want to use AI to generate some additional data based on the information present in your Salesforce.

Here's how it works:
 1. Salesforce: Whenever a Record is created, automation will be executed.
 2. Straico: To generate relevant output, you can provide instructions like the kind of data you want to generate, target audience, writing style, etc. And also pass the data incoming from your Salesforce.
 3. Salesforce: The content generated by AI will be used to populate a new Salesforce in the designated Salesforce. Preferably use the same Salesforce app as the trigger step.

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Salesforce + Straico Integration

Use AI to generate data and add to Salesforce for every new Record is created in Salesforce.

This automation allows you to generate additional data based on the information in Salesforce and automatically create a Create record in Salesforce to store that data.

Here's how it works:
 1. Salesforce: Whenever a Record is created is created, automation will be executed.
 2. Straico: To generate relevant output, you can provide instructions like the type of data you want to generate, what kind of predictions you want, writing style, etc. And also pass the data incoming from your Salesforce.
 3. Salesforce: The content generated by AI will be used to Create record.

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Salesforce + Straico Integration
1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Straico
    Create prompt in Straico
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