Salesforce
Salesforce
Section titled “Salesforce”Connect Salesforce from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Salesforce toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Prepare a CRM update after a customer conversation.
- Summarize open deals and next steps.
- Create a follow-up task for the right owner.
Connect Salesforce
Section titled “Connect Salesforce”- Open Workforce AI and choose Integrations.
- Find Salesforce and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Salesforce.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Account created or updated trigger
- Add contact to campaign
- Add lead to campaign
- Add opportunity line item
- Contact updated trigger
- 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
- Generic s object record updated trigger
- 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
- New contact trigger
- New lead trigger
- New or updated opportunity trigger
- 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
- Task created or completed trigger
- 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
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Salesforce, prepare a CRM update after a customer conversation. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Salesforce password?
Section titled “Does Workforce AI need my Salesforce password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Salesforce account?
Section titled “How do I switch to another Salesforce account?”Open Integrations, remove or reconnect Salesforce, and choose the account you want during the provider sign-in.
Can I use Salesforce in a scheduled job?
Section titled “Can I use Salesforce in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.