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Overview

Connect Salesforce to manage leads, opportunities, accounts, and automate enterprise sales processes.

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Setup

1

Deploy

Dashboard → Integrations → Connectors → Find Salesforce → Deploy
2

Add to Agent

Agent → Tools tab → Add Tool → Select Salesforce
3

Configure

Sign in to Salesforce and grant CRM permissions (OAuth)
4

Test

Playground: “Show me all open opportunities”

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Example Usage

User: "Find all opportunities closing this quarter worth over $50K"

Agent: Found 8 opportunities:
       1. Acme Corp - $75K - Proposal/Price Quote
       2. TechStart - $120K - Negotiation/Review
       ...
       Total pipeline: $640,000

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Integration Example

With Gmail: 
User: "Create Salesforce leads from all emails marked 'New Lead'"

Agent: *searches Gmail for 'New Lead' label*
       *extracts contact information*
       *creates Salesforce leads*

       Created 7 new leads in Salesforce from Gmail

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Next Steps

HubSpot

Alternative CRM

Gmail

Sync emails with Salesforce