Docs

Automate tasks across Sales Cookie with Salesforce

We work with you to understand your business processes, and automate all work between Sales Cookie and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Sales Cookie and Salesforce.

Send a Salesforce notification when Sales Cookie receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Sales Cookie.Get Started
Copy new customer details from Sales Cookie into Salesforce.Get Started
Update the matching Salesforce item when a Sales Cookie status changes.Get Started
Start a review in Salesforce when Sales Cookie flags an exception.Get Started
Summarize new Sales Cookie activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with Sales Cookie and Salesforce using our 55 actions.
Can’t find what you need? Let us know.

List AlertsReadRetrieves workspace alerts from Sales Cookie.
List AnnouncementsReadRetrieves workspace announcements from Sales Cookie.
List CalculationsReadRetrieves calculation records from Sales Cookie.
List Calculation CommissionsReadRetrieves calculation commissions from Sales Cookie.
List Calculation CreditsReadRetrieves calculation credits from Sales Cookie.
List Calculation ResultsReadRetrieves calculation results from Sales Cookie.
List Catalog EntriesReadRetrieves product catalog entries from Sales Cookie.
Get Custom PropertiesReadRetrieves custom properties for a Sales Cookie entity.
List Custom VariablesReadRetrieves custom variables from Sales Cookie.
Set Custom PropertiesUpdateReplaces custom properties on a Sales Cookie entity.
List Event LogsReadRetrieves workspace event logs from Sales Cookie.
Import TransactionsCreateImports transaction CSV data into Sales Cookie.
Prepare Full Transaction ImportCreatePrepares a transaction import batch in Sales Cookie.
Upload Transactions CsvCreateUploads transaction CSV data to Sales Cookie.
Add User To TeamCreateAdds a user to a team in Sales Cookie.

Frequently Asked Questions

Common questions about working with MindCloud on your Sales Cookie and Salesforce integration.

Apps are the systems your business runs on, like Sales Cookie and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.