Anaplan Agentic Orchestration

Orchestrating Salesforce CRM data through Anaplan Intelligence and Data Orchestrator (ADO) to optimize enterprise planning.

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Salesforce Monitoring Agent

salesforce_monitoring_agent

Em progresso

Raciocínio

The workflow triggers by polling Salesforce for high-value 'Closed Won' opportunities. This identifies the precise moment revenue data needs to transition from CRM to the planning environment.

Entrada

Salesforce: GET /services/data/v60.0/query

Saída

Detected 1 Closed Won Opportunity (ID: 695e188c1f9357d85bd13ae6)

All Steps

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Conecte seu email e CRM. Sem workflows para construir.

Acesso antecipado