Salesforce is the leading CRM platform for managing sales, service, and customer relationships. FlowEQ’s Salesforce integration lets your team create, update, and link records and post communications directly from Sidekick as part of a Flow. SalesforceDocumentation Index
Fetch the complete documentation index at: https://support.floweq.com/llms.txt
Use this file to discover all available pages before exploring further.
What You Can Do
- Create new records in any standard or custom Salesforce object
- Update fields on a single record or multiple records at once
- Link two records together (e.g., attach a Contact to a Case)
- Add comments to Cases
- Post items to Chatter
- Send emails from Salesforce
Quick Tips
- Install first — the FlowEQ package must be installed in your Salesforce org before the integration can be configured. Follow the configuration guide before using any Salesforce steps.
- Any object works — steps like Create Record and Update Record Fields are not limited to standard objects. You can target any custom object in your org.
- Bulk updates — the Update Multiple Records step is useful when a single action in Sidekick should update several related records at once, saving your team repeated manual edits.