Salesforce
Service domainCRM
Arcade Optimized
Arcade tools designed for LLMs to interact with Salesforce
17tools
17require secrets
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to manage CRM records — accounts, contacts, leads, opportunities, tasks, and activity logs — via natural language.
Capabilities
- Identity & context: Retrieve the authenticated user's profile and org details to establish session context before acting.
- Lead lifecycle: Create leads, update fields, convert leads into Contacts, Accounts, and Opportunities, and search or filter the full lead pipeline.
- Contact & account management: Create contacts, search by name/account/title, and retrieve full account snapshots including related contacts, leads, notes, tasks, emails, calls, and events.
- Opportunity (deal) management: Create, search, update, and retrieve opportunities with enriched data — contact roles, line items, open tasks, and notes — across personal or full-org pipelines.
- Task & activity tracking: Create, list, update, and complete tasks (reminders, follow-ups); log completed calls as activities; filter tasks by due date or overdue status.
- Picklist validation: Opportunity creation validates stage, lead source, and type against the org's live picklist configuration, preventing invalid field values.
OAuth
This toolkit uses OAuth 2.0 via the Salesforce provider. See the Arcade Salesforce auth provider docs for setup details.
Secrets
-
SALESFORCE_ORG_SUBDOMAIN: The subdomain of your Salesforce org's URL. For a standard org athttps://mycompany.my.salesforce.com, the value ismycompany. Find this in your Salesforce org under Setup → My Domain. Required so the toolkit targets the correct org instance. -
SALESFORCE_MAX_CONCURRENT_REQUESTS: An integer that caps how many parallel API requests the toolkit will issue against the Salesforce API at once. Set this to respect your org's Salesforce API request limits. Tune the value based on your org's edition and concurrent-request allocation; lower values reduce the risk of hitting per-org limits under heavy load.
Configure secrets in the Arcade secrets dashboard and see the Arcade secrets guide for full setup instructions.
Available tools(17)
17 of 17 tools
Operations
Behavior
| Tool name | Description | Secrets | |
|---|---|---|---|
Convert a lead into a Contact (and optionally Account + Opportunity).
This is the canonical lead-to-deal transition in Salesforce. The lead record
is marked as converted and new Contact/Account/Opportunity records are created. | 1 | ||
Create a contact in Salesforce. | 2 | ||
Create a new lead in Salesforce.
Use this when someone is a potential customer but isn't yet associated with
an existing account. For someone at an existing account, create a contact instead. | 1 | ||
Create a new opportunity (deal) in Salesforce.
Requires an account, name, stage, and close date. Validates stage, lead source,
and type against the org's configured picklist values. | 2 | ||
Create a task (follow-up, reminder, to-do) in Salesforce.
Use this for future actions like reminders, follow-ups, or to-do items.
To record a phone call that already happened, log it as a call instead. | 1 | ||
Get the account with related info: contacts, leads, notes, calls, opportunities, tasks,
emails, and events (up to 10 items of each type).
An account is an organization (such as a customer, supplier, or partner, though more commonly
a customer). In some Salesforce account setups, an account can also represent a person. | 1 | ||
Search for accounts in Salesforce and return them with related info: contacts, leads,
notes, calls, opportunities, tasks, emails, and events (up to 10 items of each type).
An account is an organization (such as a customer, supplier, or partner, though more commonly
a customer). In some Salesforce account setups, an account can also represent a person. | 1 | ||
Get a single opportunity with enriched related data: contact roles, line items,
open tasks, and recent notes. | 1 | ||
List tasks assigned to you in Salesforce with optional filters.
Excludes call logs and email activities — only shows actionable tasks.
Use overdue_only=true to see just tasks past their due date. | 1 | ||
Log a completed phone call as an activity in Salesforce.
Use this to record calls that already happened. For future follow-up actions,
create a task instead. | 1 | ||
Search for contacts in Salesforce with optional filters.
At least one filter (query, account_id, or title) must be provided.
Use this to find people at specific accounts or with specific roles. | 1 | ||
Search for leads in Salesforce with optional filters.
Always excludes already-converted leads. Use owner='me' (default) for your leads,
or owner='all' for all leads in the org. | 1 | ||
Search for opportunities (deals) in Salesforce with optional filters.
Returns a paginated list of opportunities with key fields like stage, amount,
close date, and associated account. Use owner='me' (default) to see your deals,
or owner='all' for the whole pipeline. | 1 | ||
Update fields on an existing lead. Only provided fields are changed.
If the lead has already been converted, returns an error with the converted
record IDs so the agent can redirect to the correct contact/account. | 1 | ||
Update fields on an existing opportunity. Only provided fields are changed.
Returns a success indicator and any warnings (e.g., amount ignored due to line items). | 1 | ||
Update fields on an existing task. Only provided fields are changed.
Use status='Completed' to mark a task as done. | 1 | ||
Get information about the currently authenticated Salesforce user.
This is typically the first tool called to establish user context.
Returns the user's profile details and organization information. | 1 |
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