AI agents for Salesforce

Find records with SOQL

Runs a SOQL query built from its parts: the fields to return, the object, an optional WHERE condition and ORDER BY, and a LIMIT (25 by default, at most 200).

Get a record

Reads one record of any object by its ID, with all fields or only the ones named.

Create a lead

Creates a lead with a last name and company, plus optional name, email, phone, title, source, status and address details.

Create or update a contact

Creates a contact, or updates the one that already has this email address (Salesforce matches on the Email field).

Create an opportunity

Opens an opportunity with a name, a stage from the org's Stage picklist (like Prospecting) and a close date, optionally with an amount, the account it belongs to, a probability and a next step.