Connect Salesforce to Simla com

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.

Add Customer Interaction Favorite

Tool to add a product offer to a customer's list of favorites. Use when you need to save a specific product to a customer's favorites on a particular site.

Combine Customers

Tool to combine multiple customers into one. The specified customers will be merged into the result customer and then deleted. Use when you need to consolidate multiple customer records. Note: This operation is performed asynchronously -...

Combine Corporate Customers

Tool to combine multiple corporate customers into one. The specified customers will be merged into the result customer and then deleted. Use when you need to consolidate multiple corporate customer records. Note: This operation is perfor...

Combine Orders

Tool to combine two orders into one. The source order will be merged into the result order using the specified technique. Use when you need to consolidate order data from one order into another.

Create Cost

Create a new cost record in Simla CRM. Use this to track business expenses with period dates, amounts, and cost categories. Required fields: dateFrom (start date), dateTo (end date), summ (amount), and costItem (category code). The cost...

Create Customer

Creates a new customer in Simla.com. All customer fields are optional - provide at least one field (e.g., firstName, email, or phone) to create a customer. Returns the customer ID upon successful creation.