Connect Fireberry to Salesforce

Create a Competitor

Tool to create a new competitor in Fireberry. Use when you need to track competitive companies, including their products, SWOT analysis, revenue, and contact information.

Create a Fireberry contact

Tool to create a new contact in Fireberry CRM. Use when you need to add a new person to the system with contact information, billing address, and related account details.

Create an Activity Log

Create a new Activity Log record in Fireberry. Use when you need to log activities such as phone calls, meetings, or other interactions with contacts and accounts.

Create a date field

Tool to create a new date field in a Fireberry object/table. Use when you need to add custom date fields to CRM objects like accounts, contacts, or other entities for tracking dates such as contract dates, anniversaries, or custom date a...

Create a Fireberry lookup field

Tool to create a lookup field in Fireberry CRM. Use when you need to add a lookup field that relates records from one object type to another.

Create a new Fireberry account

Tool to create a new account in Fireberry CRM. Use when you need to add a new company or organization to the system with detailed information including contact details, billing address, and business metadata.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.