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Salesforce

CRM · 26 actions · connect by signing in

Connect in dashboardsign infrom API spec

Actions

A sample of the 26 Salesforce actions. Each keeps the schema of the real API.

  • salesforce.list_dealsread
  • salesforce.get_dealread
  • salesforce.create_dealwrite
  • salesforce.list_contactsread
  • salesforce.get_contactread
  • salesforce.create_contactwrite
  • salesforce.delete_dealdelete

From your agent

Your agent never loads these up front. It searches in plain words and gets back the one it needs.

search_tools
{ "query": "list deals", "app": "salesforce" }
execute_tool
{ "name": "salesforce.list_deals",
  "fields": ["id"] }