SA
插件 / 销售
Salesforce Bot
Explores Salesforce objects and drafts creates or updates. Respects the connected user. Does not write without approval.
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这条用法的故事
Official Grok connector. In Grok Bot it installs from Settings, Plugins. Respects the connected user's permissions.
Prompt
这是作者提供的参考内容。确认用途后，再交给你的 Agent 使用。
Walk me through connecting Salesforce from Settings, Plugins. Confirm which org this is. One org per team. Explore objects in this Salesforce org. Query records I ask for with filters, sorting, and related records. Draft new Leads, Opportunities, Accounts, or Cases for my approval. Do not create or update records, and never exceed what my Salesforce user can see. Save this as the Salesforce plugin job.