Salesforce
Arcade tools designed for LLMs to interact with Salesforce
Salesforce Toolkit
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to read and write CRM data — accounts, contacts, leads, opportunities, tasks, calls, and more.
Capabilities
- Identity & context: Retrieve the authenticated user's profile and org info to establish session context before other operations.
- Lead lifecycle: Create, search, update, and convert leads into Contacts, Accounts, and Opportunities; converted leads are excluded from search results automatically.
- Contact & account management: Create contacts, look up accounts by ID or keyword, and retrieve deeply enriched records including related contacts, leads, notes, calls, tasks, emails, and events.
- Opportunity (deal) management: Create, search, retrieve, and update opportunities with stage/close-date validation against org-configured picklist values; includes contact roles and line items on detail views.
- Activity tracking: Create and update tasks (reminders, follow-ups, to-dos), log completed calls as activities, and list your own tasks with filters including an overdue-only view.
OAuth
This toolkit authenticates via OAuth 2.0 through Arcade's Salesforce auth provider. See the Arcade Salesforce provider docs for setup instructions.
Secrets
-
SALESFORCE_ORG_SUBDOMAIN— The subdomain of your Salesforce org URL. For a standard org accessible athttps://mycompany.my.salesforce.com, the subdomain ismycompany. Find this in your Salesforce org under Setup → Company Settings → My Domain. Required so the toolkit can route API calls to the correct org instance. -
SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer that caps the number of concurrent Salesforce API requests the toolkit will issue. Set this to stay within your org's API governor limits. The appropriate value depends on your Salesforce edition and any other integrations consuming API quota; consult Salesforce API request limits for your edition.
For general guidance on configuring secrets in Arcade, see the Arcade secrets docs. Secrets can also be managed at https://api.arcade.dev/dashboard/auth/secrets.
Available tools(17)
| 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 |