Salesforce
by Salesforce
Manage leads, contacts, opportunities, and accounts in Salesforce CRM
How agents use Salesforce
- ✓Agent queries Salesforce to look up a contact or account before personalizing an outreach message
- ✓Agent creates a new lead or opportunity record when a prospect fills out a form or books a meeting
- ✓Agent updates opportunity stage and close date based on signals from emails or product activity
- ✓Agent searches for related records to build context before generating a sales summary or briefing
- ✓Agent syncs deal data between Salesforce and other tools as part of a revenue operations workflow
Agent actions
Inputs: query
Returns: records, totalSize
Inputs: lastName, company, email, phone, additionalFields
Returns: id, success
Inputs: objectType, recordId, fields
Returns: success
Inputs: name, accountId, closeDate, stageName, amount
Returns: id
Inputs: searchQuery
Returns: searchRecords
Inputs: objectType, recordId, fields
Returns: record
Example workflows
Lead capture automation
Automatically create leads from website form submissions
Opportunity tracking
Monitor and update sales opportunities based on agent actions
About Salesforce
- Vendor
- Salesforce
- Pricing Always review details with the vendor
- Paid — Requires Salesforce license, API access included in most editions
- Authentication
- OAuth 2.0
- Compatible nodes
- AgentResourceInputOutput
- Website
- https://www.salesforce.com
Build an AI workflow with Salesforce
Use the Agentic Planner to design, visualize, and connect Salesforce with your other tools.
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