Salesforce
Arcade tools designed for LLMs to interact with Salesforce
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to read, create, update, and convert CRM records on behalf of an authenticated user.
Capabilities
- Identity & context — Resolve the authenticated user's profile and org details to establish session context before other operations.
- Lead lifecycle — Create, search, update, and convert leads; conversion produces linked Contact, Account, and Opportunity records and guards against acting on already-converted leads.
- Contact & account management — Create contacts, search by query/account/title, and retrieve full account snapshots (contacts, leads, notes, calls, opportunities, tasks, emails, events).
- Opportunity (deal) pipeline — Create, search, update, and fetch opportunities with enriched data (contact roles, line items, open tasks, notes); supports org-validated picklist values for stage, source, and type.
- Activity tracking — Log completed calls, create future tasks, update task fields (including marking complete), and list your own actionable tasks with optional overdue filtering; call logs and task records are kept distinct.
OAuth
This toolkit uses OAuth 2.0 via the Salesforce provider. See the Arcade Salesforce auth provider docs for setup details.
Secrets
SALESFORCE_MAX_CONCURRENT_REQUESTS
Controls the maximum number of simultaneous in-flight requests the toolkit will make to the Salesforce API. Set this to an integer string (e.g., "5") that fits within your org's API concurrency limits. Salesforce enforces per-org API limits documented in Salesforce API Request Limits; choose a value that won't exhaust those limits under concurrent LLM usage.
SALESFORCE_ORG_SUBDOMAIN
The subdomain of your Salesforce org's instance URL (e.g., mycompany from mycompany.my.salesforce.com). Find this in Salesforce Setup → Company Settings → My Domain, or simply inspect the URL when logged into your org. Required so the toolkit routes API calls to the correct org endpoint.
See the Arcade secrets guide for how to configure secrets, and manage them at https://api.arcade.dev/dashboard/auth/secrets.
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. | 1 | ||
Creates a new lead in Salesforce.
Use this when someone is a potential customer but isn't yet associated with
an existing account. For contacts under existing accounts, use create_contact. | 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. | 1 | ||
Creates a task (follow-up, reminder, to-do) in Salesforce.
Use this for future actions like reminders, follow-ups, or to-do items.
For logging a completed phone call, use LogACall 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,
use CreateTask 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 |