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

Input

Output

salesforce_update_account

Update an existing account in Salesforce CRM

Input

Output

salesforce_delete_account

Delete an account from Salesforce CRM

Input

Output

salesforce_get_contacts

Input

Output

salesforce_create_contact

Input

Output

salesforce_update_contact

Input

Output

salesforce_delete_contact

Input

Output

salesforce_get_leads

Input

Output

salesforce_create_lead

Input

Output

salesforce_update_lead

Input

Output

salesforce_delete_lead

Input

Output

salesforce_get_opportunities

Input

Output

salesforce_create_opportunity

Input

Output

salesforce_update_opportunity

Input

Output

salesforce_delete_opportunity

Input

Output

salesforce_get_cases

Input

Output

salesforce_create_case

Input

Output

salesforce_update_case

Input

Output

salesforce_delete_case

Input

Output

salesforce_get_tasks

Input

Output

salesforce_create_task

Input

Output

salesforce_update_task

Input

Output

salesforce_delete_task

Input

Output

Notes

• Category: tools
• Type: salesforce