Salesforce connector: lead, case and opportunity tools for agents

Your agents can now work leads, cases and opportunities in Salesforce. The Salesforce connector, which already let agents search, create and update accounts and contacts and move an opportunity’s stage, now also lets them:
• create and update opportunities, including amount, close date and owner
• search, view, create and update leads and cases
• convert a lead into a new account, contact and opportunity, or into an existing opportunity
• look up an object’s fields, including custom fields and picklist values, and list users to assign owners

The new write tools are off until you turn them on for your agent. You don’t need to reauthenticate your Salesforce connection to use them.