Salesforce | Smallest AI Docs

Connect Salesforce so your agent can recognise returning callers, capture new leads and keep opportunities current, without anyone updating the CRM after the call.

At a glance


Authentication	OAuth 2.0 (sign in with Salesforce)
Asked at connect	Nothing. You’re sent straight to Salesforce
Objects	Lead (search, get, create, update) · Account (get) · Opportunity (get, update)
Works with	Single-prompt agents

Before you connect

An edition with API access. Enterprise, Performance, Unlimited and Developer editions include it. Professional Edition needs the API add-on.
A user with the API Enabled permission. The agent acts as whoever signs in, so use a dedicated integration user with access to only the objects your agent needs. Anything that user can edit, the agent can edit.
Admin approval, if you’re not an admin. Salesforce blocks users from authorizing a connected app that isn’t installed in the org unless they have the Approve Uninstalled Connected Apps permission. If sign-in is blocked, ask a Salesforce admin to install the app first.

Connect Salesforce

Open Salesforce on the Integrations page

Open the Integrations page in the dashboard and click Connect next to Salesforce.

Add the tools to your agent

When you see Salesforce connected successfully, click Go to Tools. Click Add tool → Integration tool, choose Salesforce, tick the tools this agent needs, and click Add tools. From inside an agent, use Add tool → New tool → Integration tool instead.

Tools

Tool	Function name	What it does
Search leads	`salesforce_search_leads`	Finds leads by phone number, email or name
Get lead	`salesforce_get_lead`	Reads a lead’s full record
Create lead	`salesforce_create_lead`	Creates a new lead
Update lead	`salesforce_update_lead`	Changes fields on an existing lead
Get account	`salesforce_get_account`	Reads an account by its record ID
Get opportunity	`salesforce_get_opportunity`	Reads an opportunity by its record ID
Update opportunity	`salesforce_update_opportunity`	Changes stage, amount, close date and other fields

The function name is what the agent calls. Reference it in your prompt, for example “Call salesforce_search_leads with the caller’s phone number before asking for their name.”

Fields

Search leads

Field	Required	What the agent sends
`query`	Yes	A phone number, email or name to search for

Returns each matching lead’s Id, Name, Email and Phone. Use Get lead with the Id for the full record.

Get lead · Get account · Get opportunity

Field	Required	What the agent sends
`record_id`	Yes	The Salesforce record ID, for example `00Q5f000006abcdEAA`

The agent is told never to use a name as an ID. For leads, it should search first. Accounts and opportunities have no search tool, so the ID has to come from earlier in the call, such as a field on the lead.

Create lead · Update lead

Update lead also needs the lead’s record_id. Every other field is optional; the agent fills the ones it learns on the call.

Field	Label	Pinnable
`FirstName`	First name
`LastName`	Last name
`Company`	Company
`Email`	Email
`Phone`	Phone
`Title`	Job title
`Industry`	Industry
`Description`	Notes
`LeadSource`	Lead source	Yes
`Status`	Lead status	Yes
`OwnerId`	Owner ID	Yes

By default, Salesforce requires Last name and Company on a new lead, and your org may require more fields. Tell the agent to collect them before it calls Create lead.

Update opportunity

Needs the opportunity’s record_id, plus any of:

Field	Label	Pinnable
`Name`	Opportunity name
`Amount`	Amount
`CloseDate`	Close date (`YYYY-MM-DD`)
`Description`	Description
`StageName`	Stage	Yes
`OwnerId`	Owner ID	Yes

Pin the values that never change

Open the tool on your agent and set these fields to Fixed (or Variable, to set them per campaign). The agent stops asking about them and can’t change them.

Field	Typical pin	Why
`LeadSource`	`Voice Agent`	Every lead this agent creates is attributed correctly
`Status`	`Open - Not Contacted`	New leads land in your team’s queue
`OwnerId`	Your SDR’s user ID	Leads are assigned to the right person
`StageName`	`Qualification`	An opportunity only moves to the stage you allow

Use values from your org’s picklists. Voice Agent isn’t a default Lead Source value, so add it to the picklist in Salesforce Setup first, or pin one you already use.

How it works on a call

Identify the caller

The agent calls Search leads with the caller’s number or email. A match returns the lead’s ID.

Personalise the conversation

Get lead reads the full record, such as status, company and notes, so the agent doesn’t ask for what you already know.

Capture or update

For a new caller, the agent collects name and company and calls Create lead. For a known one, it calls Update lead with what changed.

Example condition prompts:

Tool	Condition prompt
Search leads	At the start of every call, search with the caller’s phone number.
Create lead	Only when the search found nothing and you have the caller’s last name and company.
Update lead	When a known caller gives new contact details or a new job title.

Limits

Production orgs only. Sign-in always goes through login.salesforce.com; sandboxes aren’t supported.
Leads are the only searchable object. Accounts and opportunities are read by ID.
One Salesforce org per organization. To switch to a different one, click Disconnect, then Connect again.

Troubleshooting

A Salesforce tool shows Reconnect on the Tools page

Access can no longer be renewed. Usually an admin revoked the app, or your org’s refresh-token policy expired it. Click Reconnect and sign in again. Your tools and pins are kept.

Create or update fails with 'Provider rejected the request: HTTP 400: …'

Salesforce refused the record. The text after the colon is Salesforce’s reason, such as the missing field. The usual causes are a missing required field, such as Last name or Company on a new lead, a validation rule, or a pinned value that a restricted picklist doesn’t allow. Pinned values are sent exactly as typed, so copy them from the field’s picklist in Salesforce Setup.

Integrations overview

Connecting, pinning fields and disconnecting

HubSpot

Contacts, companies and deals