CRM & sales
Salesforce
Extend Salesforce with agents that work your live CRM data.
OAuth connection
Overview
Give agents managed Salesforce access to query records, update opportunities, create tasks, and keep revenue teams aligned with real customer context.
Use cases
Common ways teams connect this app to agents and workflows.
- Prep account briefs before QBRs
- Create follow-up tasks from support escalations
- Update opportunity fields after discovery calls
- Sync product usage notes into account records
Example actions
Representative capabilities agents can use once this integration is connected.
- Query accounts, contacts, and opportunities
- Create tasks and update record fields
- Search objects with SOQL-style filters
- Log activities and case updates
Get started
Connect Salesforce in Agent Studio, part of our catalog of 1,000+ integrations.