Salesforce
Connect Salesforce from Integrations in the Workforce AI dashboard. Your AI employee can use the tools listed on this page when a job calls for them.
What you can do with Salesforce
Section titled “What you can do with Salesforce”- Update customer and deal records after a conversation.
- Build a pipeline brief with the next step for every open deal.
- Create follow-up tasks for the right owner.
Recipes
Section titled “Recipes”Keep deals current after meetings
Section titled “Keep deals current after meetings”After a customer meeting, use the recap to update the matching Salesforce record, add the agreed next step, and create the follow-up task for the deal owner.
Run a weekly pipeline review
Section titled “Run a weekly pipeline review”Every Monday morning, review open opportunities in Salesforce. Show the stage, owner, next action, due date, and any deal with no recent activity.
Use the first result to fine-tune the wording, fields, or format. When it is right, keep the job available in chat or place it on a schedule.
Connect Salesforce
Section titled “Connect Salesforce”- Open Workforce AI and choose Integrations.
- Find Salesforce and select Connect.
- Complete the sign-in or connection details shown on screen.
- Open your AI employee and give it one clear Salesforce job.
Use Integrations whenever you want to reconnect Salesforce or choose a different account.
Get a better result
Section titled “Get a better result”Name the result, the Salesforce record or area involved, the audience, and the timing. Add the fields or format you want when they matter.
Common questions
Section titled “Common questions”Where will I see the result?
Section titled “Where will I see the result?”Your AI employee returns the result in your Workforce AI conversation. Work that creates or changes information can also appear under Tasks for review.
Can Salesforce be part of a scheduled job?
Section titled “Can Salesforce be part of a scheduled job?”Yes. Once the connection and instructions work the way you want, tell your AI employee when the job should run.
How do I use another Salesforce account?
Section titled “How do I use another Salesforce account?”Open Integrations, reconnect Salesforce, and choose the account you want during sign-in.
Salesforce tool reference
Section titled “Salesforce tool reference”View all 200 Salesforce tools
- Add contact to campaign
- Add lead to campaign
- Add opportunity line item
- Create account
- Create a record
- Create bulk ingest job
- Create bulk query job
- Create campaign
- Create campaign record via post
- Create contact
- Create custom field
- Create custom object
- Create lead
- Create lead with specified content type
- Create new contact with json header
- Create note
- Create note record with content type header
- Create opportunity
- Create opportunity record
- Create sobject tree
- Create s object record
- Create task
- Delete account
- Delete a lead object by its ID
- Delete campaign
- Delete contact
- Delete file
- Delete job query
- Delete lead
- Delete note
- Delete opportunity
- Delete sobject
- Delete sobject collections
- Execute global quick action
- Execute invocable action
- Execute sobject quick action
- Execute soql query
- Execute sosl search
- Fetch account by ID with query
- Get account
- Get all custom objects
- Get all fields for object
- Get all navigation items
- Get api
- Get app
- Get apps
- Get a batch of records
- Get campaign
- Get chatter resources
- Get child records
- Get compact layouts
- Get composite resources
- Get composite sobjects
- Get consent action
- Get contact
- Get contact by ID
- Get dashboard
- Get file content
- Get file information
- Get file shares
- Get global actions
- Get job failed record results
- Get job successful record results
- Get job unprocessed record results
- Get last selected app
- Get lead
- Get list view actions
- Get list view metadata batch
- Get list view metadata by name
- Get list view records by ID
- Get list view records by name
- Get list view results
- Get lookup field suggestions
- Get lookup suggestions case contact
- Get mru list view metadata
- Get mru list view records
- Get note
- Get note by ID with fields
- Get object list views
- Get opportunity
- Get org limits
- Get photo actions
- Get picklist values by record type
- Get query job info
- Get query job results
- Get quick actions
- Get record counts
- Get record edit page actions
- Get related list actions
- Get related list preferences batch
- Get related list records contacts
- Get report
- Get report instance
- Get search layout
- Get search suggestions
- Get sobjects sobject describe approvallayouts
- Get sobject by external ID
- Get sobject collections
- Get sobject list view
- Get sobject list views
- Get sobject platformaction
- Get sobject quick action default values
- Get sobject relationship
- Get support
- Get supported objects directory
- Get support knowledge articles
- Get s objects describe layouts record type ID
- Get s objects updated
- Get s object quick action default values
- Get s object record
- Get theme
- Get uiapimru list info account
- Get uiapi actions mru list account
- Get uiapi list info account all accounts
- Get uiapi list info account recent
- Get uiapi list info account search result
- Get uiapi related list preferences
- Get ui api actions lookup account
- Get ui api actions record related list
- Get ui api apps user nav items
- Get ui api list info recent
- Get ui api mru list records account
- Get ui api record ui
- Get user info
- List accounts
- List analytics templates
- List campaigns
- List contacts
- List custom invocable actions
- List dashboards
- List email templates
- List leads
- List notes
- List opportunities
- List pricebooks
- List pricebook entries
- List reports
- List standard invocable actions
- Parameterized search
- Post composite graph
- Post composite sobjects
- Post parameterized search
- Query
- Query all
- Query contacts by name
- Query more
- Query report
- Remove account by unique identifier
- Remove a specific contact by ID
- Remove campaign object by ID
- Remove from campaign
- Remove note object by ID
- Remove opportunity by ID
- Retrieve account data and error responses
- Retrieve campaign data with error handling
- Retrieve contact info with standard responses
- Retrieve lead by ID
- Retrieve lead data with various responses
- Retrieve note object information
- Retrieve opportunities data
- Retrieve opportunity by ID with optional fields
- Retrieve specific campaign object details
- Retrieve specific contact by ID
- Run report
- Run report async
- Run soql query
- Search
- Search accounts
- Search campaigns
- Search contacts
- Search knowledge articles
- Search leads
- Search notes
- Search opportunities
- Search tasks
- Send email
- Send email from template
- Send mass email
- Set user password
- Sobject rows update
- Tooling query
- Update account
- Update account object by ID
- Update campaign
- Update campaign by ID with json
- Update contact
- Update contact by ID
- Update favorite
- Update lead
- Update lead by ID with json payload
- Update list view preferences
- Update note
- Update opportunity
- Update opportunity by ID
- Update record
- Update related list preferences
- Update specific note by ID
- Update task
- Upload file
- Upload job data