CRM
Connect Salesforce to Sortment
Connect Salesforce to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys.
- Actions
- 200
- Triggers
- 7
- Authentication
- OAuth2, S2S OAuth2
- Category
- CRM
What Sortment's agents can do in Salesforce
200 actions. The ones lifecycle programs use most are shown first.
- Add contact to campaign
- Add lead to campaign
- Add product to opportunity
- Create account
- Create campaign
- Create contact
- Create lead
- Run report
- Run report async
- Search accounts
- Search campaigns
- Search contacts
- Search leads
- Send email
- Send email from template
- Send mass email
- Update account
- Update campaign
- Update contact
- Update lead
- Update list view preferences
- Update Related List Preferences
- Create a record
- Create bulk ingest job
- Create bulk query job
- Create custom field
- Create custom object
- Create note
- Create opportunity
- Create SObject record
- Create sObject tree
- Create task
- Create Tooling Flow
- Create validation rule
- Search suggested queries
- Upsert records using external ID
Show all 200 actionsShow fewer actions
- Create records using sObject Collections
- Run SOQL query
- Run tests synchronously
- Search suggested article title matches
- Search notes
- Search opportunities
- Search tasks
- Update sObject record
- Update custom field metadata
- Update dashboard
- Update a favorite
- Update note
- Update opportunity
- Update a record
- Update sObject collection
- Update task
- Upsert sObject by External ID
- Get account
- Get campaign
- Get contact
- Retrieve specific contact by id
- Get lead
- Get List View Header Actions
- Get batch of list view metadata
- Get list view metadata
- Get list view records by ID
- Get list view records by API name
- Get list view results
- Get list views for an object
- Get related list actions
- Get batch of related list user preferences
- Get related list records with request body
- Get report instance results
- Get sObject list view information
- Get list views for sObject
- Get MRU List View Actions
- Get related list actions
- Get Account AllAccounts list view metadata
- Get List View Metadata
- Get Account SearchResult list view metadata
- Get List Views for Object
- Get related list user preferences
- Get user info
- Get User password headers
- List accounts
- List Analytics templates
- List campaigns
- List contacts
- List dashboards
- List email templates
- List leads
- List notes
- List opportunities
- List pricebook entries
- List pricebooks
- List reports
- List report types
- Retrieve lead by id
- Set user password
- Get user password expiration status
- Get batch of UI API records
- Get all objects
- Get all fields for an object
- Get all navigation items
- Get Apex log body
- Get API resources by version
- Get an app
- Get apps
- Get Chatter resources
- Get child records
- Get Compact Layouts
- Get composite resources
- Get multiple records by IDs
- Get consent preferences
- Get dashboard
- Get file content
- Get file information
- Get file shares
- Get folder shares
- Get global actions
- Get job failed record results
- Get job successful record results
- Get job unprocessed record results
- Get last selected app
- Get lookup field suggestions
- Get lookup field suggestions with POST
- Get note
- Get opportunity
- Get organization limits
- Get photo actions
- Get Values for All Picklist Fields
- Get job info query
- Get job query result
- Get quick actions
- Get record count for objects
- Get record edit page actions
- Get search result layouts
- Get sObject by external ID
- Get multiple sObject records
- Get PlatformAction SObject metadata
- Get sObject Quick Action Default Values by ID
- Get sObject Quick Action Default Values
- Get sObject record by ID
- Get records using sObject relationships
- Get layouts for object with record type
- Get approval layouts for object
- Get updated sObject records
- Get support knowledge
- Get directory of supported objects
- Get support knowledge articles
- Get theme
- Get Tooling FlexiPage
- Get Tooling API record
- Get lookup field actions
- Get Personalized Navigation Items
- Get record UI data and metadata
- Get custom actions headers
- Get standard actions headers
- Get AppMenu Salesforce1 headers
- Get process rules headers
- Get Quick Actions headers
- Get quick action default values headers by ID
- Get global publisher layouts headers
- Get sObject quick action headers
- Get custom invocable actions
- Get standard invocable actions
- Query All (including deleted)
- Query more (next page of SOQL results)
- Retrieve opportunities data
- Upload file to Salesforce Files
- Upload job data
- Apply lead assignment rules
- Associate contact to account
- Clone opportunity with products
- Clone report
- Describe list view
- Log email activity
- Save report
- Clone record
- Close or abort a job
- Complete task
- Execute global quick action
- Execute invocable action
- Execute sObject Quick Action
- Execute SOSL search
- Execute Tooling composite
- Log call
- Mass transfer ownership
- Parameterized Search
- Execute Composite Graph
- Parameterized Search
- Execute Tooling API query
- Who Am I
- Delete account
- Delete campaign
- Delete contact
- Delete lead
- Remove from campaign
- Delete file
- Delete job query
- Delete note
- Delete opportunity
- Delete sObject record
- Delete multiple records (SObject Collections)
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
Related integrations
All integrations
See Sortment work with Salesforce.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack