CRM & salesSalesforce, run by an agent.
An AI agent that queries records, analyzes deals, and reports on your Salesforce data.
What it does without asking
33 tools- execute soql query
- fetch account by id with query
- fetch modified or unmodified sobjects
- get account
- get campaign
- get contact
- get dashboard
- get lead
- get note
- get note by id with fields
- get opportunity
- get report
- get report instance
- get user info
- list accounts
- list campaigns
- list contacts
- list dashboards
- list email templates
- list leads
- list notes
- list opportunities
- list reports
- query contacts by name
- query report
- 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
These run without asking so your agent can gather what it needs. Anything that changes Salesforce goes through approval: your agent shows you the plan first, and you can approve a recurring task once so it runs unattended after that.
A real run
An example of how a run works, including the approval step. Not a Salesforce run.
Google Ads
Paid search
example
Connecting Salesforce
About 10 minutes- Auth
- OAuth, managed
- Setup
- About 10 minutes
Example tasks
Real work people hand to an agent that uses Salesforce.
- Run daily SOQL queries to identify stalled deals and alert account owners
- Generate executive dashboards from Salesforce report data
- Cross-reference leads between Salesforce and marketing tools
- Create weekly win/loss analysis reports from opportunity data
Questions
Common questions about putting an agent on Salesforce.
Often connected together
Teams that use Salesforce also connect these.
HubSpot
Gmail
Slack
Google SheetsPut an agent on Salesforce.
Connect it, give it one task, see the first run today.
Try for free