Salesforce
Search your Salesforce records with SOQL and create a record of any sObject type, so CRM context reaches a chat, an agent or a workflow without leaving the app.
Salesforce is mapped and documented, but one-click connection isn't live yet — the app shows it as Coming soon. Only Google Calendar, Drive, Mail, and Tasks are connectable today; see the Standard integrations catalogue for what's live now.
| Category | 🤝 CRM |
| Connection | Coming soon not yet connectable — once live it will connect via OAuth 2.0. |
| Actions | 9 total — 6 read, 3 write |
Actions
Once connected, Salesforce exposes the following actions. The AI can call them with #-mentions in chat, an agent can be granted a subset as tools, and a workflow can run them in an integration-action node.
| Action | Type | What it does | Proxy |
|---|---|---|---|
Create Recordcreate-record | Write | Create a Salesforce record of any sObject type. | — |
Get Current Userget-current-user | Read | Retrieve the current Salesforce user and org identity context. | Yes |
Get Limitsget-limits | Read | Retrieve current org API usage and platform limits | Yes |
Get Recordget-record | Read | Retrieve a Salesforce record by object type and record ID | Yes |
List Available Resourceslist-available-resources | Read | Discover supported Salesforce REST resource versions and root URLs. | Yes |
List Recent Itemslist-recent-items | Read | List recently viewed records visible to the authenticated user | Yes |
Search Recordssearch-records | Read | Run a SOQL query and return the matching Salesforce records. | — |
Update Sobject Collectionupdate-sobject-collection | Write | Update multiple records in one sObject collection request | Yes |
Upsert Sobject Collectionupsert-sobject-collection | Write | Upsert multiple records using external IDs in one collection request | Yes |
Actions tagged Write create, update, or delete data. In chat and agent paths they pause for your confirmation before running; workflows treat their deterministic wiring as implicit consent. Agent tools covers how to scope which actions an agent may use.
Spend & quota
Salesforce is governed per organization: an admin sets a monetary spend cap and a monthly call quota. A quota of 0 disables the integration — it never means unlimited. See the Integrations overview for the full governance model.