ceven

Forcemanager

Syncs field sales activities and sales orders into your central data hub, updates company profiles based on real time interactions, and manages product catalogs across your sales pipeline.

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Why use Ceven?

  1. AI native Forcemanager integration

    • Describe the outcome and Ceven picks the right Forcemanager calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Forcemanager data, across all 20 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Forcemanager access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Forcemanager, when, and on whose behalf.
    • The agent pauses and asks when Forcemanager is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Forcemanager.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Forcemanager action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Forcemanager, and when to use it.

Get activity
Pull a specific activity record by ID to review notes, dates, and linked entities.
Update activity
Use this when you need to change comments, date and time, or geocode for a specific activity.
Delete activity
Remove an existing activity from the system by its ID.
Get company
Pull the full company record by ID to check account status and metadata.
Update company
Modify company details such as address, industry, or account owner.
Delete company
Use this to permanently remove a company record by its ForceManager ID.
Get product
Pull specific product details by ID to verify pricing or SKU information.
Update product
Modify product details or pricing within the catalog.
Update sales order
Change the status or header information of an existing sales order.
Get sales order line
Pull a specific line item from a sales order to check quantity or product ID.
Update sales order line
Modify the quantity or price of a specific item within a sales order.
Delete sales order
Remove a sales order from the system using its unique ID.
Get user
Pull user details by ID to map activities to specific sales representatives.
List views
Pull a list of saved view filters for a specific entity like accounts or contacts.
Get internal ID
Map an external ID to a ForceManager internal ID for a specific entity type.
Get view
Pull the configuration of a specific saved view by its ID.
Delete Contact
Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Delete Sales Order Line
Delete a sales order line by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of J
Delete Master Data Value
Delete a master data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML
Delete View
Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

20 actions · scroll to see them all

Frequently asked questions

Ceven uses a dedicated mapping tool to resolve external IDs from your other systems into ForceManager internal IDs. Since ForceManager relies on these specific internal identifiers for most API write operations, the agent first calls the internal ID endpoint to ensure it has the correct reference before attempting an update or deletion. This prevents the creation of duplicate records and ensures that data flowing from your CRM or ERP lands on the correct entity. If the agent cannot find a matching internal ID, it can be configured to either alert a human or create a new record depending on your specific workflow rules.
Yes. Ceven can list and retrieve the configuration of saved views. This is particularly useful for creating automated reports where the agent pulls a list of records based on a filter already defined by your sales ops team in the ForceManager dashboard. Instead of building complex queries in the workflow, you simply tell the agent to pull records from a specific view. The agent fetches the view parameters and then iterates through the resulting entities to perform actions like bulk updating a status or sending a notification to the assigned rep.
ForceManager sometimes returns HTML or empty payloads during certain error states or environment shifts. Ceven is built to handle this gracefully by treating non JSON responses as a found equals false state. This prevents the entire workflow from crashing when a record is missing or the API behaves unexpectedly. The agent will log the event as a missing entity and can trigger a fallback path, such as searching for the record via a different attribute or notifying an administrator that the API response was malformed, ensuring your sales data pipeline remains stable.
Yes. ForceManager imposes API rate limits that vary by account tier. To prevent 429 errors, Ceven implements a smart queuing system that paces requests to stay within your specific plan limits. If you are performing a massive backfill of activities or products, the agent will automatically introduce delays between calls. We recommend scheduling large synchronization tasks during off peak hours for your sales team to ensure the API remains responsive for the mobile app users in the field while the background synchronization completes.
The agent can target individual lines within a sales order using the specific line ID. This allows for fine grained control, such as updating the quantity of a single product without affecting the rest of the order. When a change is detected in an external system, Ceven first retrieves the current state of the order lines to identify which specific ID needs modification. It then pushes the update to ForceManager. This approach minimizes data overhead and reduces the risk of overwriting concurrent changes made by a sales rep in the field.
Absolutely. You can build a workflow that identifies stale companies or activities based on your own business logic and then uses the delete actions to remove them. For example, you can tell the agent to find all companies with no activity in the last two years and delete them. Because these are destructive actions, we recommend adding a human approval step in the Ceven workflow where a manager must sign off on the list of IDs to be deleted before the agent executes the final API calls.
Yes. The integration is designed to be flexible with base hosts and path variants. This means if you have a sandbox environment for testing your sales workflows and a production environment for your live data, Ceven can connect to both. You can test your automation logic in the sandbox to ensure the mapping of activities and orders is correct before deploying the agent to your production instance. This ensures that your field reps never see test data in their mobile app during the development of new workflow automations.
Ceven operates using the permissions assigned to the API credentials used during connection. If the connecting user has read only access to certain company fields, the agent will also be restricted from updating those fields. This ensures that your existing ForceManager security model is respected. If the agent encounters a permission error during a write operation, it will report a failure for that specific action and move to the next item in the queue, providing a detailed log of which records could not be updated due to access restrictions.

Alternatives to Forcemanager

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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