Salesforce
Salesforce CRM integration for accounts, contacts, opportunities, leads, and SOQL queries
The Salesforce integration lets your agents manage CRM objects — accounts, contacts, opportunities, leads — and run SOQL/SOSL queries.
You need:
- Salesforce Instance URL — Your Salesforce instance URL (e.g.,
https://your-org.my.salesforce.com).
- One of the following for authentication:
- Access Token — A Salesforce OAuth access token.
- OAuth — For user-level access where each chat user authorizes with their own Salesforce account.
- Open your agent in Agent Studio
- In the Integrations panel, click Add Integration Config
- Select Salesforce from the integration list
- Give the config a display name (e.g., "Salesforce - CRM")
- Enter your Instance URL
- Choose your authentication method:
- Access Token — Paste your Salesforce access token
- OAuth — Click Connect to start the Salesforce OAuth flow
- Save the agent revision
- In an Agent Step, attach Salesforce tools from the tools panel
- The agent uses your integration config for all Salesforce API calls
- Tools are referenced as
salesforce.query_records, salesforce.create_record, etc.
| Tool | Description | Action Type |
|---|
query_records | Query records using SOQL | ReadOnly |
search_records | Search records using SOSL | ReadOnly |
describe_sobject | Describe an SObject schema | ReadOnly |
get_record | Get a record by ID | ReadOnly |
list_records | List recent records | ReadOnly |
create_record | Create a record | Reversible |
update_record | Update a record | Reversible |
delete_record | Delete a record | Irreversible |
| Tool | Description | Action Type |
|---|
get_accounts | Get accounts | ReadOnly |
get_account | Get a specific account | ReadOnly |
create_account | Create an account | Reversible |
update_account | Update an account | Reversible |
| Tool | Description | Action Type |
|---|
get_contacts | Get contacts | ReadOnly |
get_contact | Get a specific contact | ReadOnly |
create_contact | Create a contact | Reversible |
update_contact | Update a contact | Reversible |
| Tool | Description | Action Type |
|---|
get_opportunities | Get opportunities | ReadOnly |
get_opportunity | Get a specific opportunity | ReadOnly |
create_opportunity | Create an opportunity | Reversible |
update_opportunity | Update an opportunity | Reversible |
| Tool | Description | Action Type |
|---|
get_leads | Get leads | ReadOnly |
get_lead | Get a specific lead | ReadOnly |
create_lead | Create a lead | Reversible |
update_lead | Update a lead | Reversible |
