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Objects, cases, and opportunities in real time

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CRM & sales

Triggers

Start a flow when this happens in Salesforce.

  • New record created
  • Record updated
  • Opportunity stage changed
  • New case opened

Actions

What a flow can do in Salesforce.

  • Create record
  • Update record
  • Upsert record
  • Run SOQL query
  • Create case
  • Convert lead

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