Salesforce

Hegu AI can act on Salesforce through the tasks below. Add one to a workflow from the task library in the editor.

Task	What it does
SalesforceAccounts	Salesforce Account operations — list with a SOQL filter, get, create, update, upsert by external ID, and delete accounts
SalesforceCases	Salesforce Case operations — list with a SOQL filter, get, create, update, upsert by external ID, and delete cases
SalesforceContacts	Salesforce Contact operations — list with a SOQL filter, get, create, update, upsert by external ID, and delete contacts
SalesforceLeads	Salesforce Lead operations — list with a SOQL filter, get, create, update, upsert by external ID, and delete leads
SalesforceOpportunities	Salesforce Opportunity operations — list with a SOQL filter, get, create, update, upsert by external ID, and delete opportunities
SalesforceQuery	Salesforce queries and metadata — run SOQL (including deleted records), fetch the next page, describe an object’s fields, and list objects

Each task’s fields and credentials are configured in the editor. Credentials are stored as secrets, never in the workflow itself.