Salesforce

Salesforce is a leading CRM platform that integrates sales, service, marketing, and analytics, enabling agents to manage accounts, contacts, leads, opportunities, campaigns, and activities programmatically.

Setup

1. In Agent Studio, go to Tools → Salesforce → Connect
2. Sign in with your Salesforce account and authorize access
3. Review the requested permissions and click Allow

Available actions

Action	Description
SALESFORCE_ADD_CONTACT_TO_CAMPAIGN	Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
SALESFORCE_ADD_LEAD_TO_CAMPAIGN	Adds a lead to a campaign by creating a CampaignMember record to track campaign engagement.
SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM	Adds a product (line item) to an opportunity using a pricebook entry associated with the opportunity.
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES	Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner.
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT	Associates a contact with an account by updating the contact’s AccountId field.
SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS	Clones an opportunity and optionally its line items, creating a new opportunity with the same field values.
SALESFORCE_CLONE_RECORD	Creates a copy of an existing Salesforce record, with the option to apply field updates to the clone.
SALESFORCE_COMPLETE_TASK	Marks a task as completed with optional completion notes.
SALESFORCE_CREATE_ACCOUNT	Creates a new account in Salesforce with the specified information.
SALESFORCE_CREATE_CAMPAIGN	Creates a new campaign in Salesforce with the specified information.
SALESFORCE_CREATE_CONTACT	Creates a new contact in Salesforce with the specified information.
SALESFORCE_CREATE_LEAD	Creates a new lead in Salesforce with the specified information.
SALESFORCE_CREATE_NOTE	Creates a new note attached to a Salesforce record with the specified title and content.
SALESFORCE_CREATE_OPPORTUNITY	Creates a new opportunity in Salesforce with the specified information.
SALESFORCE_CREATE_TASK	Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
SALESFORCE_DELETE_ACCOUNT	Permanently deletes an account from Salesforce.
SALESFORCE_DELETE_CAMPAIGN	Permanently deletes a campaign from Salesforce.
SALESFORCE_DELETE_CONTACT	Permanently deletes a contact from Salesforce.
SALESFORCE_DELETE_LEAD	Permanently deletes a lead from Salesforce.
SALESFORCE_DELETE_NOTE	Permanently deletes a note from Salesforce.
SALESFORCE_DELETE_OPPORTUNITY	Permanently deletes an opportunity from Salesforce.
SALESFORCE_GET_ACCOUNT	Retrieves a specific account by ID from Salesforce, returning all available fields.
SALESFORCE_GET_CAMPAIGN	Retrieves a specific campaign by ID from Salesforce, returning all available fields.
SALESFORCE_GET_CONTACT	Retrieves a specific contact by ID from Salesforce, returning all available fields.
SALESFORCE_GET_DASHBOARD	Gets detailed metadata for a specific dashboard including its components, layout, and filters.
SALESFORCE_GET_LEAD	Retrieves a specific lead by ID from Salesforce, returning all available fields.
SALESFORCE_GET_NOTE	Retrieves a specific note by ID from Salesforce, returning all available fields.
SALESFORCE_GET_OPPORTUNITY	Retrieves a specific opportunity by ID from Salesforce, returning all available fields.
SALESFORCE_GET_REPORT	Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
SALESFORCE_GET_REPORT_INSTANCE	Gets the results of a previously run report instance, including completion status.
SALESFORCE_GET_USER_INFO	Retrieves information about the current user or a specific user in Salesforce.
SALESFORCE_LIST_ACCOUNTS	Lists accounts from Salesforce using a SOQL query with flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CAMPAIGNS	Lists campaigns from Salesforce using a SOQL query with flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CONTACTS	Lists contacts from Salesforce using a SOQL query with flexible filtering, sorting, and field selection.
SALESFORCE_LIST_DASHBOARDS	Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.
SALESFORCE_LIST_EMAIL_TEMPLATES	Lists available email templates in Salesforce with filtering and search capabilities.
SALESFORCE_LIST_LEADS	Lists leads from Salesforce using a SOQL query with flexible filtering, sorting, and field selection.
SALESFORCE_LIST_NOTES	Lists notes from Salesforce using a SOQL query with flexible filtering, sorting, and field selection.
SALESFORCE_LIST_OPPORTUNITIES	Lists opportunities from Salesforce using a SOQL query with flexible filtering, sorting, and field selection.
SALESFORCE_LIST_REPORTS	Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.
SALESFORCE_LOG_CALL	Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
SALESFORCE_LOG_EMAIL_ACTIVITY	Creates an EmailMessage record to log email activity in Salesforce, associating it with related records.
SALESFORCE_MASS_TRANSFER_OWNERSHIP	Transfers ownership of multiple records to a new owner in a single operation using the Salesforce Composite API.
SALESFORCE_REMOVE_FROM_CAMPAIGN	Removes a lead or contact from a campaign by deleting the CampaignMember record.
SALESFORCE_RUN_REPORT	Runs a report and returns the results by creating a report instance that can be checked for completion.
SALESFORCE_RUN_SOQL_QUERY	Executes a SOQL query against Salesforce data, returning matching records with pagination support.
SALESFORCE_SEARCH_ACCOUNTS	Searches for Salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
SALESFORCE_SEARCH_CAMPAIGNS	Searches for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
SALESFORCE_SEARCH_CONTACTS	Searches for Salesforce contacts using multiple criteria like name, email, phone, account, or title.
SALESFORCE_SEARCH_LEADS	Searches for Salesforce leads using multiple criteria like name, email, company, title, status, or lead source.
SALESFORCE_SEARCH_NOTES	Searches for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
SALESFORCE_SEARCH_OPPORTUNITIES	Searches for Salesforce opportunities using multiple criteria like name, account, stage, amount, or close date.
SALESFORCE_SEARCH_TASKS	Searches for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, or related records.
SALESFORCE_SEND_EMAIL	Sends an email through Salesforce with options for recipients, attachments, and activity logging.
SALESFORCE_SEND_EMAIL_FROM_TEMPLATE	Sends an email using a predefined Salesforce email template with merge field support.
SALESFORCE_SEND_MASS_EMAIL	Sends bulk emails to multiple recipients using a template or custom content, processed in batches for performance.
SALESFORCE_UPDATE_ACCOUNT	Updates an existing account in Salesforce with the specified changes, leaving unspecified fields untouched.
SALESFORCE_UPDATE_CAMPAIGN	Updates an existing campaign in Salesforce with the specified changes, leaving unspecified fields untouched.
SALESFORCE_UPDATE_CONTACT	Updates an existing contact in Salesforce with the specified changes, leaving unspecified fields untouched.
SALESFORCE_UPDATE_LEAD	Updates an existing lead in Salesforce with the specified changes, leaving unspecified fields untouched.
SALESFORCE_UPDATE_NOTE	Updates an existing note in Salesforce with the specified changes, leaving unspecified fields untouched.
SALESFORCE_UPDATE_OPPORTUNITY	Updates an existing opportunity in Salesforce with the specified changes, leaving unspecified fields untouched.
SALESFORCE_UPDATE_TASK	Updates an existing task in Salesforce with new information, leaving unspecified fields untouched.

Adding to an agent

1. Open your agent in Agent Studio → Agent Builder
2. Go to Tools and enable Salesforce
3. Select only the actions your agent needs
4. Set auth mode: Shared (agent acts on one account) or Per-user (each end-user connects their own account)

Example use cases

Automated lead qualification and routing When a new lead is created via a web form or marketing campaign, an agent can search for existing contacts with matching details, update the lead with enriched data, apply assignment rules to route it to the right sales rep, and add it to the relevant campaign, all without manual intervention.

Opportunity pipeline management An agent can monitor open opportunities, update deal stages based on activity or external triggers, log calls and emails as activities, add product line items when quotes are confirmed, and alert the team when high-value deals approach their close dates.

Mass customer outreach with personalized emails Using stored email templates and contact lists, an agent can search for contacts meeting specific criteria (e.g., churned customers, upsell candidates), send personalized emails via SALESFORCE_SEND_EMAIL_FROM_TEMPLATE, and log each interaction as an email activity against the relevant account or contact record.