Salesforce
Arcade tools designed for LLMs to interact with Salesforce
Salesforce Toolkit
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to manage CRM data across the full sales lifecycle — from leads and contacts to accounts, opportunities, tasks, and activity logs.
Capabilities
- Identity & context: Retrieve the authenticated user's profile and org information to establish session context before other operations.
- Lead management: Create, search, update, and convert leads; conversion produces linked Contact, Account, and Opportunity records and marks the lead as converted.
- Contact & account lookup: Create contacts, search by name/account/title, and fetch full account snapshots including related contacts, leads, opportunities, notes, calls, tasks, emails, and events.
- Opportunity (deal) pipeline: Create, search, update, and fetch opportunities with enriched data (contact roles, line items, open tasks, recent notes); supports pagination and owner-scoped views.
- Task & activity tracking: Create and update tasks, list your assigned tasks (with overdue filtering), and log completed phone calls as activities — with clear tool-level separation between future actions and historical records.
- Field validation: Stage, lead source, and type fields are validated against the org's configured picklist values at tool invocation time.
OAuth
This toolkit uses OAuth 2.0 via the Salesforce auth provider. See the Arcade Salesforce auth provider docs for setup instructions.
Secrets
-
SALESFORCE_ORG_SUBDOMAIN— The subdomain of your Salesforce org's base URL. For a standard org this is the part before.salesforce.com(e.g.,mycompanyfrommycompany.salesforce.com). For a custom domain it may look likemycompany.my. Find or confirm your org's domain in Salesforce Setup → My Domain. This value tells the toolkit which org instance to target. -
SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer cap on how many parallel API requests the toolkit may issue against the Salesforce REST API at once. This is not a credential obtained from Salesforce; it is a runtime tuning value you set yourself. Use it to avoid hitting your org's API request limits. Start with a conservative value (e.g.,5) and adjust based on your org's daily API allocation and tier.
Secrets are configured in Arcade at https://docs.arcade.dev/en/guides/create-tools/tool-basics/create-tool-secrets and can be stored via the Arcade dashboard.
Available tools(17)
| Tool name | Description | Secrets | |
|---|---|---|---|
Converts 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 | ||
Creates a contact in Salesforce. | 2 | ||
Creates 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 | ||
Creates 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 | ||
Creates 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 | ||
Gets 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 | ||
Searches for accounts in Salesforce and returns 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 | ||
Gets a single opportunity with enriched related data: contact roles, line items,
open tasks, and recent notes. | 1 | ||
Lists 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 | ||
Logs 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 | ||
Searches 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 | ||
Searches 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 | ||
Searches 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 | ||
Updates 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 | ||
Updates 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 | ||
Updates 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 |