Salesforce Integration Module for Azure Automation and Runbook Studio

Connect Salesforce to your automation platform and turn customer data into automated action. The Kelverion Integration Module for Salesforce helps Azure Automation and Runbook Studio customers build reliable, low-code runbooks that interact with Salesforce without requiring deep Salesforce API knowledge or custom PowerShell scripting.

Salesforce is a cloud-based customer relationship management platform that helps organisations manage customer data, sales pipelines, service cases, marketing activity and customer engagement in one connected environment. It is widely used by sales, service, marketing and operations teams to create a shared view of prospects, customers, interactions, opportunities and business performance.

Because Salesforce often contains critical customer, account, case and opportunity information, it is a natural hub for business automation. When Salesforce events and records are connected to IT automation workflows, teams can reduce manual updates, accelerate service delivery and keep customer-facing processes aligned with operational systems.

Typical Automation Scenarios

• Case-Driven Remediation
  Trigger an Azure Automation runbook when a Salesforce case requires an IT action, diagnostic check or fulfilment task
• Customer Onboarding and Offboarding
  Create, update or validate Salesforce records as part of wider onboarding workflows across Microsoft 365, service desk and infrastructure systems
• Opportunity-to-Delivery Handover
  Use opportunity or account data to initiate delivery, provisioning or project setup processes once a sales milestone is reached
• Data Synchronisation and Enrichment
  Read Salesforce records, apply automation logic and update related systems to keep operational data aligned
• Service Desk Integration
  Link Salesforce cases with IT service management workflows, notifications, escalations and ticket updates
• Operational Reporting
  Retrieve Salesforce data and combine it with automation results to support audit trails, status reporting and customer service visibility

Benefits at a Glance

• Build Salesforce Automations Faster
  Create runbooks using graphical, low-code activities rather than hand-coding Salesforce interactions
• Reduce Scripting Complexity
  The module automatically builds and executes the required Salesforce interactions, so users do not need to understand the underlying PowerShell or Salesforce API structure
• Improve Accuracy
  Field mapping, mandatory inputs, filters and value browsers help guide runbook authors and reduce configuration mistakes
• Support Multiple Salesforce Environments
  Smart Connections provide reusable links to Salesforce instances, including different environments or connections with different security privileges
• Connect Customer Data to IT action
  Use Salesforce records and events to drive service management, operational workflows, provisioning tasks and reporting processes
• Empower More Team Members
  Runbook Studio’s graphical design experience makes Salesforce automation accessible to both technical and non-technical automation contributors

Key Capabilities

• Forms-driven Salesforce activities for use within Azure Automation and Kelverion Runbook Studio
• Smart Discovery of Salesforce record types, fields and configuration
• Automatic mapping of Salesforce record fields to activity inputs, filters and published data
• Guidance for mandatory fields, read-only fields and common Salesforce data values
• Reusable Smart Connections for one or more Salesforce instances
• Support for low-code and no-code runbook design, underpinned by Azure Automation and PowerShell
• Designed to simplify creation, maintenance and support of Salesforce automation runbooks

Integration Activities