Salesforce

Delivers accounts, opportunities and pipeline data from Salesforce as current CRM data, queried via the official REST API.

Description

Sales teams manage their accounts, opportunities and pipeline in Salesforce. Cortex connects via the Salesforce REST API and turns SOQL queries into interactive knowledge. Ask about open opportunities, win rates or the accounts that have gone quiet. Your permission model in Salesforce remains authoritative, access is read-only.

Capabilities

run_query

Runs a SOQL query

get_query_results

Returns the next results page of a SOQL query

run_query_all

Runs a SOQL query, including soft-deleted records

search_records

Runs a SOSL search

get_sobject_row

Returns a record by object and ID

get_sobject_describe

Describes an object with all metadata

list_sobjects

Lists the available objects with their metadata

list_reports

Lists the recently viewed reports

run_report

Runs a report immediately and returns the current data

get_report_describe

Returns report, report type and metadata

list_report_instances

Lists the asynchronously started runs of a report

get_report_instance

Returns the result of an asynchronous report run

list_dashboards

Lists the recently viewed dashboards

get_dashboard_results

Returns the data of a dashboard

get_dashboard_describe

Returns the metadata of a dashboard

More integrations

HubSpot
HubSpot
Microsoft Dynamics 365
SAP
SAP S/4HANA

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