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Salesforce

Manage your Salesforce instance

Connect
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Automate Salesforce lead generation Editor Search and Companies
Manage Salesforce leads editor 1
Manage Salesforce contacts editor 1
Manage Salesforce opportunities editor 1

Get the most out of Salesforce!

Connecting Salesforce with Rows gives you the power to automate your marketing, sales, service, commerce, and IT workflows on one of the worlds prodominant CRM platforms, all in a spreadsheet.

Use cases

Things you can do when using Salesforce with Rows include:

  • Retrieve, add, and edit Salesforce accounts.
  • Retrieve, add, and edit Salesforce contacts.
  • Retrieve, add, and edit Salesforce leads.
  • Retrieve, add, and edit Salesforce opportunities.

Categories

About Salesforce

Salesforce is the world’s #1 customer relationship management (CRM) platform. It provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. Its CRM comprises several broad categories: Commerce Cloud, Sales Cloud, Service Cloud, Data Cloud (including Jigsaw), Marketing Cloud, Community Cloud (including Chatter), Analytics Cloud, App Cloud, and IoT with over 100,000 customers.

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ADD_OR_UPDATE_ACCOUNT_SALESFORCE

Add or update information about your accounts on Salesforce.

ADD_OR_UPDATE_CONTACT_SALESFORCE

Add or update existing contacts on Salesforce.

ADD_OR_UPDATE_LEAD_SALESFORCE

Add or update existing leads on Salesforce.

ADD_OR_UPDATE_OPPORTUNITY_SALESFORCE

Add or update existing opportunities on Salesforce.

SEARCH_ACCOUNTS_SALESFORCE

Search for existing accounts on Salesforce.

SEARCH_CONTACTS_SALESFORCE

Search for existing contacts on Salesforce.

SEARCH_LEADS_SALESFORCE

Search for existing leads on Salesforce.

SEARCH_OBJECTS_ADVANCED_SALESFORCE

Search for Salesforce objects with a SOQL query.

SEARCH_OPPORTUNITIES_SALESFORCE

Search for existing opportunities on Salesforce.

Salesforce content to help you get started!

Guides

Other resources