Salesforce integration application
- name
- AppTemplate Salesforce Integration for Marketing
- tag
- Salesforce／SFA
- Connector used
- Salesforce Connector
- Connector used
- v59
The following process will be performed using Salesforce:
- Process to retrieve customer information from Salesforce
- Processing to output additional information from other services to Salesforce
This application includes:
script
- Customer information acquisition script
- Script for adding additional company information
- Script to add AI response content to custom objects
- This application requires HULFT Square Connector for Salesforce.
How to install and use it
Script Details
Customer information retrieval script (Salesforce_get_customer_info)
Download company information from Salesforce in CSV format.
Company information addition script (Salesforce_put_CORP_INFO)
Additional company information obtained from the company information search service is registered in Salesforce.
Script for adding AI response content to custom objects (Salesforce_put_AOAI_e-Stat_info)
The response content from AOAI and prefectural government statistical information from e-Stat will be registered in a custom object in Salesforce.
How to install and use it