Salesforce
Work with leads, accounts, contacts and opportunities.
Vrot connects to Salesforce through its official REST API and respects the object and field permissions of the user account you connect.
Supported capabilities
What the Vrot Salesforce plugin can do once you connect it in the app.
- Search records
- Create leads
- Update leads
- Create and update contacts
- Create and update opportunities
- Add tasks and notes
Capabilities vary by integration. The Vrot application determines which capabilities are available.
This page describes what the Vrot Windows application supports for Salesforce. Connections are made inside the application on your own computer — nothing on this website connects to your accounts.
Triggers
Events in this application that can start a worker run.
- New lead created
- Record updated
- Scheduled check
Authentication
How the connection is authorised inside the Vrot app.
OAuth 2.0 (Salesforce)
Vrot operates with the permissions of the connected Salesforce user. Anything that user cannot do, Vrot cannot do.
You authorise the connection in the Vrot application on your computer. This website never asks for access to your accounts.
Examples
What a worker can do with this
Examples of the kind of work a worker can do with Salesforce — not a fixed list. You describe the work in plain English and decide what each worker is allowed to do.
- Convert inbound enquiries into leads
- Keep opportunity records current
- Create follow-up tasks for the sales team
Connect Salesforce inside Vrot
Download Vrot for Windows, sign in, and connect Salesforce with your own account. You decide what each worker is allowed to do.
Windows application