Delivered Actions for Salesforce Suites

Interprets the user’s input to determine which object the user is referring to and then returns a list of matching object names so other actions can be taken.

“List the opportunities for the Acme account.”

The action identifies the Account object and Opportunity object for Acme.

Searches for Salesforce records by name and returns a list of matching record IDs.

“Show me the Acme records” in an org with multiple records related to Acme.

The action can return the Acme account, the Acme $15,000 opportunity, and the Acme $30,000 opportunity.

Finds and retrieves Salesforce records based on the user’s request and specific conditions, such as the values of fields.

“Find all Leads that haven't been touched in over 30 days.”

The action identifies leads where Last Activity Date is greater than 30 days ago.

Answers aggregation questions about Salesforce data, such as count, sum, average, max, min, and group-by.

“What is the total value of all our 'Closed-Won' deals so far this month, and which of us has the highest sales?”

The action aggregates Amount fields from opportunities, grouped by Owner.

Retrieves a list of all CRM activities associated with a record during the specified time frame. The list can include past and future activities. The action is exposed through Flows, making it available for automation.

“Summarize the interactions my team had with our top client this week.”

The action identifies Leads or Contacts as well as the activities from all of your employees into one short paragraph.

Provides a brief summary of an activity, including an overview of its content and other relevant details. Valid activity types are emails, calls, events, or tasks.

“What were the three action items listed in the notes from my meeting this morning?”

The action identifies activities from the day and reads the “Description" field of today's meeting and bullets the tasks for you.

Retrieves the details of a record, including object fields and values, records from related lists, and associated tasks and events.

“What’s the current status of the Acme deal and how much is it worth?"

The action identifies the stage and amount from specific Acme opportunities.

Creates or revises a draft of an Email to a recipient based on the user’s request and available Email types. Email drafts include a recipient, subject, and Email body. Email drafts can be sent through the Salesforce Email composer or copied to another Email client.

“Draft an Email to the new leads from the June 10 conference. Thank them for stopping by, and offer them a 15-minute demo call.”

Updates one or more fields on a record. To retrieve the fields and values the user wants to change, the Extract Fields and Values from User Input action must be triggered before the Update Record action.

“I noticed that Sarah's Email is wrong in the system. Change it to sarah.j@example.com."

The action identifies the appropriate Contact record and automatically updates the Email field with the new address.

Note This action isn’t available in Free Suite.

Extracts fields and their corresponding values from a record based on the user's request. The output of this action is used as the input for the Update Record action. For example, when a user wants to edit a field on a record, the Extract Fields and Values from User Input action is triggered first to retrieve the field and its value, and then the Update Record action saves the updated extracted value to the record.

"I just met a new lead named Linda Lopez from Acme. Her Email is lindal@example.com and she’s interested in a $10,000 project. Set her up as a new lead."

Instead of you having to open a "New Lead" form and type into five different boxes, the action reads your sentence and pulls out the relevant data:

• First Name: Linda

• Last Name: Lopez

• Company: Acme

• Email: lindal@example.com

• Amount: 10,000

Generates a summary of a record. The output depends on the record type and the prompt templates that the user has access to.

“I have a call with Acme in an hour. Can you summarize their account and tell me the most important things I should know?"

The action identifies the Account record for Acme, the opportunities linked to it, and any recent cases. It can also identify key facts (for example, "They haven't paid their last invoice") and gives you several bullet points of high-value information.