Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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SalesForce

  • Article
  • 1 minutes to read
Logo for package SalesForce Salesforce is a CRM software and enterprise cloud ecosystem. Hornbill's integration with SalesForce enable you to Create, Update, and Manage Accounts, Cases, Contacts and Users in Salesforce from Hornbill workflows.
This is a Premium Integration.

Cloud Automations

Accounts

OperationDescription
Account Create Creates a Salesforce Account.
Account Delete Deletes a Salesforce Account.
Account Get Retrieves informatipn about a Salesforce Account.
Account Query Looks-up tyhe ID of a Salesforce Account from its name.
Account Update Updates a Salesforce Account.

Cases

OperationDescription
Case Add Comment Creates a comment against a Salesforce Case.
Case Create Creates a Salesforce Case.
Case Delete Deletes a Salesforce Case.
Case Get Retrieves information about a Salesforce Case.
Case Update Updates a Salesforce Case.

Contacts

OperationDescription
Contact Create Creates a Salesforce Contact.
Contact Delete Deletes a Salesforce Contact.
Contact Get Retrieves information about a Salesforce Contact.
Contact Update Updates a Salesforce Contact.

Contracts

OperationDescription
Contract Create Creates a Salesforce Contract.
Contract Delete Deletes a Salesforce Contract.
Contract Get Retrieves information about a Salesforce Contract.
Contract Update Updates a Salesforce Contract.

Users

OperationDescription
User Create Creates a Salesforce User.
User Delete Deletes a Salesforce User.
User Get Retrieves information about a Salesforce User.
User Update Updates a Salesforce User.
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