Salesforce
Arcade tools designed for LLMs to interact with Salesforce
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to manage CRM records — contacts, leads, accounts, opportunities, tasks, and activity logs — via 17 tools covering the full sales workflow.
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 using Salesforce's canonical conversion flow.
- Account & contact management: Create contacts, look up accounts by ID or keyword, and search contacts with filters like account or title.
- Opportunity pipeline: Create, search, update, and retrieve enriched opportunity records including contact roles, line items, open tasks, and notes.
- Task & activity tracking: Create, list, and update tasks (reminders, follow-ups); log completed calls as activities; filter tasks by due date or overdue status.
- Safe partial updates: All update tools (lead, opportunity, task) apply only provided fields, and return structured warnings or redirect hints (e.g., converted lead IDs) rather than silent failures.
OAuth
This toolkit authenticates via OAuth 2.0 through the Salesforce provider. See the Arcade Salesforce auth provider docs for setup details.
Secrets
-
SALESFORCE_ORG_SUBDOMAIN— The subdomain of your Salesforce org's instance URL. For example, if your org URL ishttps://mycompany.my.salesforce.com, the subdomain ismycompany. Find this in your Salesforce org under Setup → Company Settings → My Domain, or simply inspect the URL when logged in. Required so the toolkit routes API calls to the correct org instance. -
SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer cap on how many concurrent Salesforce API requests the toolkit may issue. Tune this to stay within your org's API request limits, which vary by Salesforce edition and license type. Set a lower value (e.g.,5) for Developer Edition orgs, or higher for Enterprise/Unlimited. If omitted, the toolkit uses a default.
Configure secrets in the Arcade secrets dashboard or via the Arcade secrets docs.
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 |