mirror of
https://github.com/crewAIInc/crewAI.git
synced 2025-12-16 04:18:35 +00:00
a50fae3a4b
* docs: add pt-br translations Powered by a CrewAI Flow https://github.com/danielfsbarreto/docs_translator * Update mcp/overview.mdx brazilian docs Its en-US counterpart was updated after I did a pass, so now it includes the new section about @CrewBase
44 lines
2.0 KiB
Plaintext
44 lines
2.0 KiB
Plaintext
---
|
|
title: "Salesforce Trigger"
|
|
description: "Trigger CrewAI crews from Salesforce workflows for CRM automation"
|
|
icon: "salesforce"
|
|
---
|
|
|
|
CrewAI Enterprise can be triggered from Salesforce to automate customer relationship management workflows and enhance your sales operations.
|
|
|
|
## Overview
|
|
|
|
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:
|
|
|
|
- Automate lead scoring and qualification
|
|
- Generate personalized sales materials
|
|
- Enhance customer service with AI-powered responses
|
|
- Streamline data analysis and reporting
|
|
|
|
## Demo
|
|
|
|
<Frame>
|
|
<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>
|
|
</Frame>
|
|
|
|
## Getting Started
|
|
|
|
To set up Salesforce triggers:
|
|
|
|
1. **Contact Support**: Reach out to CrewAI Enterprise support for assistance with Salesforce trigger setup
|
|
2. **Review Requirements**: Ensure you have the necessary Salesforce permissions and API access
|
|
3. **Configure Connection**: Work with the support team to establish the connection between CrewAI and your Salesforce instance
|
|
4. **Test Triggers**: Verify the triggers work correctly with your specific use cases
|
|
|
|
## Use Cases
|
|
|
|
Common Salesforce + CrewAI trigger scenarios include:
|
|
|
|
- **Lead Processing**: Automatically analyze and score incoming leads
|
|
- **Proposal Generation**: Create customized proposals based on opportunity data
|
|
- **Customer Insights**: Generate analysis reports from customer interaction history
|
|
- **Follow-up Automation**: Create personalized follow-up messages and recommendations
|
|
|
|
## Next Steps
|
|
|
|
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. |