Ask the agent to work with Salesforce
- 1
AI chat
Describe what you want done in Salesforce in plain language.
- 2
crm tool
The agent calls its Salesforce tool on your connected account.

Objects and records in your org.
What the Salesforce integration supports today, and where it shows up in the product.
crm[ API key ]
Add your Salesforce credentials (api key) in Connections, then use them from workflows and the agent.
Starting points you can build in the Workflow Builder or ask the agent for. Each step is a real node or tool.
AI chat
Describe what you want done in Salesforce in plain language.
crm tool
The agent calls its Salesforce tool on your connected account.
Create a free account, connect Salesforce in Connections, and build your first workflow.