Salesforce
NativeCRM · Salesforce · Website ↗
Create and update leads, contacts, opportunities, and cases in Salesforce.
5 tools your agents can use
salesforce_query
Run a SOQL query against Salesforce. Use this to look up leads, contacts, accounts, opportunities, cases, or any other object. Always use this tool for Salesforce data — do not ans...
salesforce_get_record
Get a single Salesforce record by object type and ID, returning all of its fields.
salesforce_create_record
Create a new record in Salesforce. Always confirm the object type and field values with the user before calling this tool.
salesforce_update_record
Update an existing Salesforce record. Always confirm the record ID and field changes with the user before calling this tool.
salesforce_search
Run a SOSL search across multiple Salesforce object types for a keyword (e.g. a name, email, or company). Useful when the object type isn't known.
Governed by default
Like every connector, Salesforce runs inside the ApiSpi governance layer: admins can set it to full, read-only, or approval-required access, every call is audit-logged and firewall-screened, and spend caps apply.