38 actionsCRM

Salesforce Connector

Complete CRM management and bidirectional sync from support tickets.

Manage contacts, accounts, cases, leads, opportunities, tasks, and custom objects. Keva can look up customer records, create cases, update opportunity stages, sync customer profiles bidirectionally, and execute SOQL/SOSL queries through the Salesforce REST API.

Total Actions

Capabilities

Contact managementAccount managementCase creationLead trackingOpportunity managementTask managementSOQL queriesBidirectional sync

Real-world use cases

See how Keva handles actual support tickets using Salesforce actions.

Customer context lookup before call

Customer Message

“I have a call with Sarah Chen from TechCorp in 15 minutes. Can you pull up her full customer history and any open opportunities?”

Search contacts — Executes SOQL query to find Sarah Chen's contact record

Get account details — Retrieves TechCorp account with all custom fields

List opportunities — Finds all open opportunities for the account

Get recent cases — Retrieves recent support cases for context

Actions used

salesforce.soql_querysalesforce.get_accountsalesforce.list_opportunitiessalesforce.list_cases

Complete customer dossier with open $150K opportunity and 2 recent cases delivered.

Create case from support ticket

Customer Message

“Customer david@enterprise.io reports their API integration is failing with auth errors. Please log this in Salesforce.”

Find contact — Searches for david@enterprise.io in Salesforce contacts

Get account — Retrieves the associated Enterprise.io account

Create case — Creates a new case with the integration issue details

Link to contact — Associates the case with the contact and account

Actions used

salesforce.soql_querysalesforce.get_accountsalesforce.create_case

Case #00012847 created, linked to contact, and assigned to technical support queue.

Update opportunity stage after customer meeting

Customer Message

“Great news! TechCorp just verbally committed to the Enterprise plan. Can you update the opportunity to Closed Won?”

Find opportunity — Searches for TechCorp's open opportunity

Verify amount — Confirms the deal value and close date

Update stage — Queues update to move opportunity to Closed Won (requires approval)

Create task — Creates a follow-up task for contract delivery

Actions used

salesforce.soql_querysalesforce.get_opportunitysalesforce.update_opportunitysalesforce.create_task

Opportunity marked Closed Won, $150K added to pipeline, follow-up task created.

All Salesforce Actions

Complete reference of 38 actions available through the Salesforce connector.

Showing 38 of 38 actions

Action	Description	Category	Risk	Reversible
Content Create (6)
`create_contact` Create Contact	Create a new contact in Salesforce.	Content Create	medium
`create_account` Create Account	Create a new account in Salesforce.	Content Create	medium
`create_case` Create Case	Create a new support case in Salesforce.	Content Create	medium
`create_lead` Create Lead	Create a new lead in Salesforce.	Content Create	medium
`create_opportunity` Create Opportunity	Create a new opportunity.	Content Create	medium
`create_task` Create Task	Create a new task.	Content Create	medium
Content Delete (1)
`delete_contact` Delete Contact	Delete a contact from Salesforce.	Content Delete	high	—
Content Update (11)
`update_contact` Update Contact	Update an existing contact.	Content Update	medium
`update_account` Update Account	Update an existing account.	Content Update	medium
`update_case` Update Case	Update an existing case.	Content Update	medium
`close_case` Close Case	Close a support case.	Content Update	medium
`update_lead` Update Lead	Update an existing lead.	Content Update	medium
`convert_lead` Convert Lead	Convert a lead to Contact, Account, and optionally Opportunity.	Content Update	high	—
`update_opportunity` Update Opportunity	Update an existing opportunity.	Content Update	medium
`close_won` Close Opportunity Won	Mark an opportunity as Closed Won.	Content Update	medium
`close_lost` Close Opportunity Lost	Mark an opportunity as Closed Lost.	Content Update	medium
`update_task` Update Task	Update an existing task.	Content Update	medium
`complete_task` Complete Task	Mark a task as completed.	Content Update	low
Infrastructure Read (20)
`list_contacts` List Contacts	Retrieve a paginated list of contacts.	Infrastructure Read	low	—
`get_contact` Get Contact	Retrieve a single contact by ID.	Infrastructure Read	low	—
`search_contacts` Search Contacts	Search contacts by name, email, or other fields using SOSL.	Infrastructure Read	low	—
`list_accounts` List Accounts	Retrieve a paginated list of accounts.	Infrastructure Read	low	—
`get_account` Get Account	Retrieve a single account by ID.	Infrastructure Read	low	—
`search_accounts` Search Accounts	Search accounts by name or other fields.	Infrastructure Read	low	—
`list_cases` List Cases	Retrieve a paginated list of support cases.	Infrastructure Read	low	—
`get_case` Get Case	Retrieve a single case by ID.	Infrastructure Read	low	—
`list_leads` List Leads	Retrieve a paginated list of leads.	Infrastructure Read	low	—
`get_lead` Get Lead	Retrieve a single lead by ID.	Infrastructure Read	low	—
`list_opportunities` List Opportunities	Retrieve a paginated list of opportunities.	Infrastructure Read	low	—
`get_opportunity` Get Opportunity	Retrieve a single opportunity by ID.	Infrastructure Read	low	—
`list_tasks` List Tasks	Retrieve tasks, optionally filtered by owner or related record.	Infrastructure Read	low	—
`get_task` Get Task	Retrieve a single task by ID.	Infrastructure Read	low	—
`sosl_search` SOSL Search	Search across multiple objects using Salesforce SOSL.	Infrastructure Read	low	—
`describe_object` Describe Object	Get metadata about a Salesforce object (fields, picklist values).	Infrastructure Read	low	—
`list_users` List Users	Retrieve Salesforce users (for assignment).	Infrastructure Read	low	—
`get_current_user` Get Current User	Get information about the authenticated API user.	Infrastructure Read	low	—
`soql_query` SOQL Query	Execute a custom SOQL query (read-only).	Infrastructure Read	low	—
`get_picklist_values` Get Picklist Values	Get available picklist values for a field.	Infrastructure Read	low	—

Content Create

create_contactmedium

Create Contact

Create a new contact in Salesforce.

Content CreateReversible

create_accountmedium

Create Account

Create a new account in Salesforce.

Content CreateReversible

create_casemedium

Create Case

Create a new support case in Salesforce.

Content CreateReversible

create_leadmedium

Create Lead

Create a new lead in Salesforce.

Content CreateReversible

create_opportunitymedium

Create Opportunity

Create a new opportunity.

Content CreateReversible

create_taskmedium

Create Task

Create a new task.

Content CreateReversible

Content Delete

delete_contacthigh

Delete Contact

Delete a contact from Salesforce.

Content Delete

Content Update

update_contactmedium

Update Contact

Update an existing contact.

Content UpdateReversible

update_accountmedium

Update Account

Update an existing account.

Content UpdateReversible

update_casemedium

Update Case

Update an existing case.

Content UpdateReversible

close_casemedium

Close Case

Close a support case.

Content UpdateReversible

update_leadmedium

Update Lead

Update an existing lead.

Content UpdateReversible

convert_leadhigh

Convert Lead

Convert a lead to Contact, Account, and optionally Opportunity.

Content Update

update_opportunitymedium

Update Opportunity

Update an existing opportunity.

Content UpdateReversible

close_wonmedium

Close Opportunity Won

Mark an opportunity as Closed Won.

Content UpdateReversible

close_lostmedium

Close Opportunity Lost

Mark an opportunity as Closed Lost.

Content UpdateReversible

update_taskmedium

Update Task

Update an existing task.

Content UpdateReversible

complete_tasklow

Complete Task

Mark a task as completed.

Content UpdateReversible

Infrastructure Read

list_contactslow

List Contacts

Retrieve a paginated list of contacts.

Infrastructure Read

get_contactlow

Get Contact

Retrieve a single contact by ID.

Infrastructure Read

search_contactslow

Search Contacts

Search contacts by name, email, or other fields using SOSL.

Infrastructure Read

list_accountslow

List Accounts

Retrieve a paginated list of accounts.

Infrastructure Read

get_accountlow

Get Account

Retrieve a single account by ID.

Infrastructure Read

search_accountslow

Search Accounts

Search accounts by name or other fields.

Infrastructure Read

list_caseslow

List Cases

Retrieve a paginated list of support cases.

Infrastructure Read

get_caselow

Get Case

Retrieve a single case by ID.

Infrastructure Read

list_leadslow

List Leads

Retrieve a paginated list of leads.

Infrastructure Read

get_leadlow

Get Lead

Retrieve a single lead by ID.

Infrastructure Read

list_opportunitieslow

List Opportunities

Retrieve a paginated list of opportunities.

Infrastructure Read

get_opportunitylow

Get Opportunity

Retrieve a single opportunity by ID.

Infrastructure Read

list_taskslow

List Tasks

Retrieve tasks, optionally filtered by owner or related record.

Infrastructure Read

get_tasklow

Get Task

Retrieve a single task by ID.

Infrastructure Read

sosl_searchlow

SOSL Search

Search across multiple objects using Salesforce SOSL.

Infrastructure Read

describe_objectlow

Describe Object

Get metadata about a Salesforce object (fields, picklist values).

Infrastructure Read

list_userslow

List Users

Retrieve Salesforce users (for assignment).

Infrastructure Read

get_current_userlow

Get Current User

Get information about the authenticated API user.

Infrastructure Read

soql_querylow

SOQL Query

Execute a custom SOQL query (read-only).

Infrastructure Read

get_picklist_valueslow

Get Picklist Values

Get available picklist values for a field.

Infrastructure Read

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