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.