Salesforce Integration - IBM watsonx Orchestrate

Save time, so you can focus on customers

Managing the sales process can be very time-consuming. But with IBM watsonx Orchestrate™ taking care of the tedious tasks, your attention can stay where it belongs: your relationships with your customers. Orchestrate is easy to set up, can sync data across disparate systems, and keeps sales teams informed by automatically updating valuable lead intelligence.

Skills for Salesforce

Orchestrate can automate sales and perform customer-related tasks, using Salesforce skills to deliver faster outcomes, more timely follow-ups and better relationships.

Accounts

Create account
Retrieve account
Update account
Delete account

Campaigns

Create campaign
Retrieve campaign
Update campaign
Delete campaign

Contacts

Create contact
Retrieve contact
Update contact
Delete contact

Leads

Create lead
Retrieve lead
Update lead
Delete lead

Opportunities

Create opportunity
Retrieve opportunity
Update opportunity
Delete opportunity

Orders

Create order
Retrieve order
Update order
Delete order

Products

Create product
Retrieve product
Update product
Delete product

Custom Skills

Get the most out of your SharePoint integration by customizing what Orchestrate can do for you. You can easily develop and add custom apps and skills to focus your digital worker on the use cases that matter most to you. And, using the Orchestrate SDK, your IT team can customize Orchestrate even further to fit your needs.

For more information, check out IBM watsonx Orchestrate SDK documentation.

Security and access

Customer data is not only mission-critical to your operations, it needs to be protected. IBM watsonx Orchestrate allows you to securely connect to Salesforce using OAuth2 Authentication. You authorize Orchestrate by logging into a Salesforce account with a unique username and password.

Read the documentation