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Use Salesforce when your workflow needs to find, create, update, or connect CRM records. It is a good fit for sales and account-management steps.

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Configuration

Before you configure this step, connect Salesforce in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Salesforce response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Salesforce if you have not already done that.
  2. Add a Salesforce step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get account in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Create a lead from a form

  1. Create lead
  2. Add contact to campaign
  3. Create task

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Update an account record

  1. Run SOQL query
  2. Get account
  3. Update account

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Track an opportunity

  1. Create opportunity
  2. Get opportunity
  3. Update opportunity

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Notes

  • This step depends on a connected Salesforce integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Salesforce tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Salesforce as an Agent Tool

You can also add Salesforce as a tool in the Agent Editor. Open the agent, click Add tool, and select Salesforce. In the tool settings panel, choose the connected account the agent should use. The agent calls Salesforce actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration