Salesforce
Use Salesforce in Recued for CRM, vendor, leads, and cases. It includes 25 built-in actions and 7 ready-to-run workflows. Connect your Salesforce account to use it. Actions that change data use Recued's approval controls.
What this pack installs
- Refresh deal velocity signal (Salesforce) Recipe
- Refresh deal health score (Salesforce) Recipe
- Notify opportunities closing soon (Salesforce) Recipe
- Surface low-engagement Salesforce contacts Recipe
- Notify new inquiry from existing Salesforce customer Recipe
- Preview CRM contact maintenance (any CRM) Recipe
- Apply CRM contact phone maintenance (any CRM) Recipe
- salesforce-catalog Ingredient
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Destructive
Web APIs
salesforce-catalog
external change
Read: opportunity.read · No approvalRead: opportunity.search · No approvalRead: contact.read · No approvalRead: contact.search · No approvalRead: account.search · No approvalRead: account.read · No approvalRead: opportunity.open.list · No approvalWrite: opportunity.update · Asks approvalRead: lead.recent.list · No approvalRead: lead.read · No approvalWrite: lead.update · Asks approvalRead: case.open.list · No approvalRead: case.read · No approvalWrite: case.update · Asks approvalRead: task.open.list · No approvalRead: task.read · No approvalWrite: task.create · Asks approvalWrite: task.update · Asks approvalRead: event.upcoming.list · No approvalRead: event.read · No approvalWrite: event.create · Asks approvalWrite: event.update · Asks approvalWrite: opportunity.create · Asks approvalWrite: contact.update · Asks approvalDestructive: opportunity.delete · Always asks