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Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.
Agent Serve · Sales integration
Interact with Salesforce CRM or trigger workflows from Salesforce events.
Salesforce is a Sales integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Salesforce integration provides 40 Salesforce tools and 6 real-time triggers that AI agents can use inside Agent Serve's visual workflow builder. Salesforce connects with one-click OAuth. Explore deployment options with the Agent Serve team.
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Integrate Salesforce CRM into your workflow. Automate your CRM by managing accounts, contacts, leads, opportunities, cases, and tasks. Use Agent Serve’s AI agents to keep your Salesforce data in sync, automate follow-ups, and eliminate manual CRM work.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Salesforce block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Salesforce automation is live.
40 Salesforce tools available in Agent Serve.
Retrieve accounts from Salesforce CRM
Create a new account in Salesforce CRM
Update an existing account in Salesforce CRM
Delete an account from Salesforce CRM
Get contact(s) from Salesforce - single contact if ID provided, or list if not
Create a new contact in Salesforce CRM
Update an existing contact in Salesforce CRM
Delete a contact from Salesforce CRM
Retrieve lead(s) from Salesforce CRM
Create a new lead
Update an existing lead
Delete a lead
Get opportunity(ies) from Salesforce
Create a new opportunity
Update an existing opportunity
Delete an opportunity
Get case(s) from Salesforce
Create a new case
Update an existing case
Delete a case
Get task(s) from Salesforce
Create a new task
Update an existing task
Delete a task
Get a list of up to 200 recently viewed reports for the current user
Get the describe (definition and metadata) for a specific report
Execute a report and retrieve the results
Get a list of available report types
Get a list of recently used dashboards for the current user
Get details and results for a specific dashboard
Refresh a dashboard to get the latest data
Execute a custom SOQL query to retrieve data from Salesforce
Retrieve additional query results using the nextRecordsUrl from a previous query
Get metadata and field information for a Salesforce object
Get a list of all available Salesforce objects
Create a custom field on a Salesforce object (e.g., Account) using the Tooling API
Update an existing custom field on a Salesforce object using the Tooling API
Delete a custom field from a Salesforce object using the Tooling API
Create a custom object in Salesforce using the Tooling API
Execute a SOQL query against the Tooling API to inspect metadata objects
Connect a Salesforce webhook to Agent Serve and your agent runs the instant an event happens, no polling, no delay. For example, trigger a workflow when a new Salesforce record is created or an opportunity stage changes, and let Agent Serve handle the automation immediately.
Trigger workflow when a Salesforce record is created
Trigger workflow when a Salesforce record is updated
Trigger workflow when a Salesforce record is deleted
Trigger workflow when an opportunity stage changes
Trigger workflow when a case status changes
Trigger workflow on any Salesforce webhook event
Ready-to-use templates featuring Salesforce. Click any to build it instantly.
Agent Serve's Salesforce integration adds 40 Salesforce tools and 6 real-time triggers to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Interact with Salesforce CRM. Teams often pair Salesforce with Rippling and Linear in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Salesforce agents, connections, and team access your process needs.