Overview

By integrating Thoughtly with Salesforce, you can automate tasks and workflows before, during, and after calls. To integrate with Salesforce, head to the Integrations page and follow the instructions.

Actions

Actions are available both via Mid-Call Actions and Automations. You can give your Voice Agents access to these Actions so they can perform tasks in Salesforce during a call, or use them in Automations to automate tasks before and after calls.

Execute SOQL Query

This action executes a SOQL query in Salesforce. SOQL (Salesforce Object Query Language) is used to search your organization’s Salesforce data for specific information.

Create Object

This action creates an object in Salesforce. An object is a table that stores data in Salesforce, such as a contact, account, or opportunity.

Update Object

This action updates an object in Salesforce.

Delete Object

This action deletes an object in Salesforce.

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