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    Automate Salesforce with AI agents

    Objects and records in your org.

    [ API key ]
    What you can do

    Salesforce in MultiverseAI

    What the Salesforce integration supports today, and where it shows up in the product.

    Capabilities

    • Query and update records
    • Leads and opportunities
    Agent tool: crm

    How it connects

    [ API key ]

    Add your Salesforce credentials (api key) in Connections, then use them from workflows and the agent.

    Example workflows

    Agentic workflows with Salesforce

    Starting points you can build in the Workflow Builder or ask the agent for. Each step is a real node or tool.

    [ 1 examples ]
    [01]

    Ask the agent to work with Salesforce

    1. 1

      AI chat

      Describe what you want done in Salesforce in plain language.

    2. 2

      crm tool

      The agent calls its Salesforce tool on your connected account.

    Connect Salesforce

    Put Salesforce to work with AI agents

    Create a free account, connect Salesforce in Connections, and build your first workflow.

    100 free credits to start
    No credit card required
    Cancel anytime