Salesforce Alerts
Email ID: SalesforceAlerts.bot@webex.botEvery campaign is complex—leads, pipelines, statuses, and more. How can you keep track of every facet of it—together with the right people, in real-time? With helpful notifications from the Salesforce Alerts bot for Webex, it's easy. Now with the ability to create, update, or search for Salesforce Opportunities, Contacts, and Tasks, you can be in even more control right from Webex itself.
Note: You need a Salesforce free developer account, paid enterprise account, or paid unlimited account to create workflows.
Here's what you can do:
- Create an Opportunity, Contact, or Task record
- Update Salesforce Records
- Search for Salesforce Records
- Manage and setup alerts
Notifications include:
- Contact Record Created, Updated, or Deleted
- Account Record Created, Updated, or Deleted
- Opportunity Record Created, Updated, or Deleted
- Case Record Created, Updated, or Deleted
- Campaign Record Created, Updated, or Deleted
- Lead Record Created, Updated, or Deleted
To get started, go to your selected Webex space, then type "@" and select Salesforce Alerts, followed by the command: help.
Support
Categories
Every campaign is complex—leads, pipelines, statuses, and more. How can you keep track of every facet of it—together with the right people, in real-time? With helpful notifications from the Salesforce Alerts bot for Webex, it's easy. Now with the ability to create, update, or search for Salesforce Opportunities, Contacts, and Tasks, you can be in even more control right from Webex itself.
Note: You need a Salesforce free developer account, paid enterprise account, or paid unlimited account to create workflows.
Here's what you can do:
- Create an Opportunity, Contact, or Task record
- Update Salesforce Records
- Search for Salesforce Records
- Manage and setup alerts
Notifications include:
- Contact Record Created, Updated, or Deleted
- Account Record Created, Updated, or Deleted
- Opportunity Record Created, Updated, or Deleted
- Case Record Created, Updated, or Deleted
- Campaign Record Created, Updated, or Deleted
- Lead Record Created, Updated, or Deleted
To get started, go to your selected Webex space, then type "@" and select Salesforce Alerts, followed by the command: help.