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Automate tasks across Salesforce with Merit

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

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 Salesforce and Merit.

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

Every action you need

Your company can interact with Salesforce and Merit using our 67 actions.
Can’t find what you need? Let us know.

Create CustomerCreateCreate customer in Salesforce.
Get Contact by EmailReadRun a get contact by email action in Salesforce.
Get ContactsReadRun a get contacts action in Salesforce.
List Credit MemosReadRun a list credit memos action in Salesforce.
List Billing Credit NotesReadRun a list billing credit notes action in Salesforce.
Create AccountCreateCreate account in Salesforce.
Get Fulfillment OrdersReadRun a get fulfillment orders action in Salesforce.
List Billing InvoicesReadRun a list billing invoices action in Salesforce.
List InvoicesReadRun a list invoices action in Salesforce.
Get Order Delivery GroupReadRun a get order delivery group action in Salesforce.
Get Order Delivery MethodReadRun a get order delivery method action in Salesforce.
List PricebookReadRun a list pricebook action in Salesforce.
List Pricebook EntryReadRun a list pricebook entry action in Salesforce.
Create ProductCreateCreate product in Salesforce.
Find Product Offer by Product CodeReadRun a find product offer by product code action in Salesforce.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Salesforce and Merit. 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.