Salesforce

The Salesforce tool enables you to connect directly to your Salesforce CRM and perform a wide range of customer relationship management operations within your agentic workflows. With seamless and secure integration, you can efficiently access and automate key business processes across your sales, support, and marketing data.

With the Salesforce tool, you can:

• Retrieve accounts: Use the salesforce_get_accounts operation to fetch Accounts from Salesforce with custom filters, sorting, and field selection.
• Create accounts: Automatically add new Accounts to Salesforce using the salesforce_create_account operation, specifying details like name, industry, and billing address.
• Manage contacts: (If provided, similar tooling available for Contacts—add, update, or fetch contacts as needed.)
• Handle leads & opportunities: Integrate lead and opportunity management into your workflow, letting your agents capture, qualify, and update sales pipeline data.
• Track cases & tasks: Automate customer support and follow-up activities by interacting with Cases and Tasks within Salesforce.

The Salesforce tool is ideal for workflows where your agents need to streamline sales, account management, lead generation, and support operations. Whether your agents are syncing data across platforms, providing real-time customer insights, or automating routine CRM updates, the Salesforce tool brings the full power and extensibility of Salesforce into your programmatic, agent-driven processes.

Usage Instructions

Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.

Tools

salesforce_get_accounts

Retrieve accounts from Salesforce CRM

Input

Output

salesforce_create_account

Create a new account in Salesforce CRM

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Output

salesforce_update_account

Update an existing account in Salesforce CRM

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Output

salesforce_delete_account

Delete an account from Salesforce CRM

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Output

salesforce_get_contacts

Get contact(s) from Salesforce - single contact if ID provided, or list if not

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Output

salesforce_create_contact

Create a new contact in Salesforce CRM

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Output

salesforce_update_contact

Update an existing contact in Salesforce CRM

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Output

salesforce_delete_contact

Delete a contact from Salesforce CRM

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Output

salesforce_get_leads

Get lead(s) from Salesforce

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Output

salesforce_create_lead

Create a new lead

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Output

salesforce_update_lead

Update an existing lead

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Output

salesforce_delete_lead

Delete a lead

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Output

salesforce_get_opportunities

Get opportunity(ies) from Salesforce

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Output

salesforce_create_opportunity

Create a new opportunity

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Output

salesforce_update_opportunity

Update an existing opportunity

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Output

salesforce_delete_opportunity

Delete an opportunity

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Output

salesforce_get_cases

Get case(s) from Salesforce

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Output

salesforce_create_case

Create a new case

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Output

salesforce_update_case

Update an existing case

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Output

salesforce_delete_case

Delete a case

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Output

salesforce_get_tasks

Get task(s) from Salesforce

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Output

salesforce_create_task

Create a new task

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Output

salesforce_update_task

Update an existing task

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Output

salesforce_delete_task

Delete a task

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Output

salesforce_list_reports

Get a list of reports accessible by the current user

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Output

salesforce_get_report

Get metadata and describe information for a specific report

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Output

salesforce_run_report

Execute a report and retrieve the results

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Output

salesforce_list_report_types

Get a list of available report types

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Output

salesforce_list_dashboards

Get a list of dashboards accessible by the current user

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Output

salesforce_get_dashboard

Get details and results for a specific dashboard

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Output

salesforce_refresh_dashboard

Refresh a dashboard to get the latest data

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Output

salesforce_query

Execute a custom SOQL query to retrieve data from Salesforce

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Output

salesforce_query_more

Retrieve additional query results using the nextRecordsUrl from a previous query

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Output

salesforce_describe_object

Get metadata and field information for a Salesforce object

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Output

salesforce_list_objects

Get a list of all available Salesforce objects

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Output