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* docs(cli): document device-code login and config reset guidance; renumber sections * docs(cli): fix duplicate numbering (renumber Login/API Keys/Configuration sections) * docs: Fix webhook documentation to include meta dict in all webhook payloads - Add note explaining that meta objects from kickoff requests are included in all webhook payloads - Update webhook examples to show proper payload structure including meta field - Fix webhook examples to match actual API implementation - Apply changes to English, Korean, and Portuguese documentation Resolves the documentation gap where meta dict passing to webhooks was not documented despite being implemented in the API. * WIP: CrewAI docs theme, changelog, GEO, localization * docs(cli): fix merge markers; ensure mode: "wide"; convert ASCII tables to Markdown (en/pt-BR/ko) * docs: add group icons across locales; split Automation/Integrations; update tools overviews and links
45 lines
2.0 KiB
Plaintext
45 lines
2.0 KiB
Plaintext
---
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title: "Salesforce Trigger"
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description: "Trigger CrewAI crews from Salesforce workflows for CRM automation"
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icon: "salesforce"
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mode: "wide"
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---
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CrewAI Enterprise can be triggered from Salesforce to automate customer relationship management workflows and enhance your sales operations.
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## Overview
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Salesforce is a leading customer relationship management (CRM) platform that helps businesses streamline their sales, service, and marketing operations. By setting up CrewAI triggers from Salesforce, you can:
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- Automate lead scoring and qualification
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- Generate personalized sales materials
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- Enhance customer service with AI-powered responses
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- Streamline data analysis and reporting
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## Demo
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<Frame>
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<iframe width="100%" height="400" src="https://www.youtube.com/embed/oJunVqjjfu4" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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</Frame>
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## Getting Started
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To set up Salesforce triggers:
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1. **Contact Support**: Reach out to CrewAI Enterprise support for assistance with Salesforce trigger setup
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2. **Review Requirements**: Ensure you have the necessary Salesforce permissions and API access
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3. **Configure Connection**: Work with the support team to establish the connection between CrewAI and your Salesforce instance
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4. **Test Triggers**: Verify the triggers work correctly with your specific use cases
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## Use Cases
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Common Salesforce + CrewAI trigger scenarios include:
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- **Lead Processing**: Automatically analyze and score incoming leads
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- **Proposal Generation**: Create customized proposals based on opportunity data
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- **Customer Insights**: Generate analysis reports from customer interaction history
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- **Follow-up Automation**: Create personalized follow-up messages and recommendations
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## Next Steps
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For detailed setup instructions and advanced configuration options, please contact CrewAI Enterprise support who can provide tailored guidance for your specific Salesforce environment and business needs. |