Salesforce
Service domainCRM
Arcade Optimized
Arcade tools designed for LLMs to interact with Salesforce
17tools
17require secrets
The Arcade Salesforce toolkit connects LLMs to Salesforce CRM, enabling agents to read and write accounts, contacts, leads, opportunities, tasks, and activity logs.
Capabilities
- Identity & context: Retrieve the authenticated user's profile and org details to establish session context before other operations.
- Lead lifecycle: Create, search, update, and convert leads through the full lead-to-deal pipeline, with converted-record redirection on stale updates.
- Contact & account management: Create contacts, fetch accounts by ID or keyword search, and retrieve enriched related data (contacts, leads, notes, calls, opportunities, tasks, emails, events — up to 10 items each).
- Opportunity (deal) management: Create, search, update, and fetch opportunities with enriched data (contact roles, line items, open tasks, recent notes); stage and picklist validation enforced on create.
- Task & activity tracking: Create, list, and update tasks (reminders, follow-ups, to-dos); log completed calls as activities; filter tasks by due date or overdue status.
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 My Domain URL. For most orgs this is the prefix before.my.salesforce.com(e.g.,mycompanyformycompany.my.salesforce.com). Find or configure it in Setup → My Domain within your Salesforce org. See Salesforce My Domain docs for details.SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer that caps the number of simultaneous API calls the toolkit makes to Salesforce. Tune this to stay within your org's API request limits; the appropriate value depends on your Salesforce edition and concurrent usage. This is set by you, not retrieved from Salesforce.
Configure secrets in the Arcade secrets dashboard or via the Arcade secrets guide.
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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