Overview
Salesforce Write is a powerful tool that enables users to create, update, and manage Salesforce records directly through Coworker. This feature allows you to interact with your Salesforce data without leaving the Coworker interface, streamlining your workflow and improving productivity.
Main Functionality
The Salesforce Write tool provides comprehensive CRUD (Create, Read, Update, Delete) operations for core Salesforce objects. Key capabilities include:
Record Creation: Create new Accounts, Contacts, and Opportunities with both standard and custom fields
Record Updates: Modify existing records while preserving data integrity and maintaining field relationships
Internal Notes: Add notes to Account, Contact, and Opportunity records for internal tracking
Activity Logging: Create and log meetings, calls, and tasks associated with your Salesforce records
Contact Tagging: Tag and associate people with relevant records for better relationship management
OAuth Permissions and Access Control
Salesforce Write functionality is controlled through individual OAuth permissions that determine what actions each user can perform.
Standard User Permissions
Users with standard Salesforce write permissions can:
Create new Account records with standard fields (Name, Industry, Phone, Website)
Create new Contact records with required fields (FirstName, LastName, Email, Phone)
Create new Opportunity records with essential fields (Name, Stage, Amount, Close Date)
Update existing records they have access to modify
Add internal notes to records they can view
Log activities and meetings on accessible records
Enhanced Permissions
Users with enhanced Salesforce write permissions (e.g. System Admins) may also have access to:
Custom field creation and modification
Advanced record types and complex field relationships
Bulk operations across multiple records
Administrative functions like user management and system configuration
Common Use Cases
Account Management
Create new customer accounts in seconds
Activity Documentation
Record important interactions and follow-ups
Getting Started
To use Salesforce Write functionality:
Ensure OAuth Connection: Verify your Salesforce OAuth connection is active and properly configured
Check Permissions: Confirm you have the necessary Salesforce permissions for the objects you want to modify
Feature Flag Access: Contact your administrator if the Salesforce Write feature is not available in your instance
Test Operations: Start with simple create or update operations to familiarize yourself with the tool
Best Practices
Data Validation: Always verify field names and data types before creating or updating records
Required Fields: Ensure all required fields are populated to avoid creation failures
Relationship Integrity: When creating related records (e.g., Contacts linked to Accounts), verify that parent records exist
Error Review: Pay attention to error messages as they provide specific guidance on resolving issues
Testing: Use test data and environments when possible before working with production records
Troubleshooting
Common issues and solutions:
"Required field missing" errors: Check that all mandatory fields for the object type are included in your request
"Record not found" errors: Verify the Record ID is correct and that the record hasn't been deleted
"Invalid field" errors: Ensure field names match exactly with your Salesforce schema, including custom field suffixes
"Permission denied" errors: Contact your Salesforce administrator to review your object and field-level permissions