Claude and Salesforce

Claude

Actions

• Ask ClaudeAsk Claude to write, summarise or answer something, and get its reply.
• Start an agentHand a task to an agent you've set up in the Claude Console. It works on its own in Anthropic's cloud, so follow this step with 'Wait for a Claude agent's reply' to get its answer.
• Wait for an agent's replyWait until a Claude agent has finished its task, then get its reply. If the agent asks permission to use a tool, this step declines, as nobody is there to approve it.
• Analyze a documentAsk Claude a question about a PDF or text document, such as a contract, report or invoice, and get its answer.
• Analyze an imageAsk Claude a question about a picture, such as a photo, a screenshot or a scanned form, and get its answer.
• Upload a fileStore a document or picture with Claude, so 'Analyze a document' and 'Analyze an image' can read it by its ID as often as you like without sending it again.

Salesforce

Triggers

• New leadRuns for each new lead in Salesforce, from a web form, an import, a person or another app, or only those from one lead source, such as Web. Leads already there when the workflow is turned on don't start it.
• New contactRuns for each new contact in Salesforce, including one made by converting a lead. Contacts already there when the workflow is turned on don't start it.
• New opportunityRuns for each new opportunity (deal) in Salesforce, or only for those worth at least an amount you choose. It arrives with its owner's name and email, its account's name and a link to it. Opportunities already there when the workflow is turned on don't start it.
• Opportunity stage changedRuns when an opportunity moves to a new stage in Salesforce, or only when it moves to the stage you choose, such as Closed Won, or is worth at least an amount you choose. It arrives with its owner's name and email, its account's name and a link to it.
• New recordRuns for each new record of the object you choose, such as an account, a case or one of your org's own objects, with its fields by their API names. Records already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Updated recordRuns each time a record of the object you choose is changed in Salesforce, such as an account, a case or one of your org's own objects, with its fields as they are now. A new record doesn't run it until it is changed. How often it checks follows your workspace plan.

Actions

• Create leadAdd a new lead: someone who might become a customer. Only a last name and a company are needed.
• Get leadGet one lead and its details. Beta: also its company size, annual revenue and who owns it, with the owner's name and email.
• Update leadChange a lead's details, or assign it to someone else. Only the fields you fill in are changed; the rest are left as they are.
• List leadsList leads, newest first, optionally only those with a given email, company or status.
• Find or create a leadLook for a lead by email and create it only if there is none. An existing lead can get a note instead. Takes a full name from one box, needs no company, and returns the lead with a link to open it.
• Create accountAdd a new account: a company you do business with, which contacts and opportunities belong to. Only a name is needed.