# Salesforce AI integration on Definable

> Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

## What this connects

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Vendor: https://www.salesforce.com/in/

## Tools available

**179** tools available. First 12:

- `SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION` — Create Salesforce Account — DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.
- `SALESFORCE_ADD_CONTACT_TO_CAMPAIGN` — Add contact to campaign — Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
- `SALESFORCE_ADD_LEAD_TO_CAMPAIGN` — Add lead to campaign — Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause the call to fail. This is a persistent CRM write; confirm the correct lead and campaign before calling.
- `SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM` — Add product to opportunity — Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
- `SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES` — Apply lead assignment rules — Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.
- `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT` — Associate contact to account — Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
- `SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS` — Clone opportunity with products — Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
- `SALESFORCE_CLONE_RECORD` — Clone record — Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
- `SALESFORCE_CLOSE_OR_ABORT_JOB` — Close or abort a job — Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting cancels the job and deletes uploaded data.
- `SALESFORCE_COMPLETE_TASK` — Complete task — Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
- `SALESFORCE_COMPOSITE_GRAPH_ACTION` — Execute Composite Graph (Deprecated) — DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs. Use when you need to perform a series of related operations that should either all succeed or all fail together. Composite graphs support up to 500 subrequests per graph (compared to 25 for regular composite requests) and allow referencing outputs from previous subrequests using @{referenceId.fieldName} syntax.
- `SALESFORCE_CREATE_ACCOUNT` — Create account — Creates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.

## Auth

Auth schemes: `OAUTH2`, `S2S_OAUTH2`. Managed by Definable: `OAUTH2` — no client credentials required from the user.

## How agents use Salesforce

Inside a Definable workflow, Salesforce is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Salesforce** — the Researcher (GPT-5.5) pulls context from Salesforce (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Salesforce** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Salesforce (create record, post message, draft email).
- **Designer / Engineer → Distributor → Salesforce** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Salesforce (attach file, open PR comment, post status).

The Verifier checks every Salesforce call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- contact management — https://definable.ai/apps/category/contact-management/

## Related

- HTML page: https://definable.ai/apps/salesforce/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt