Salesforce
Arcade tools designed for LLMs to interact with Salesforce
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to manage the full sales lifecycle — leads, contacts, accounts, opportunities, tasks, and activity logging — via OAuth-authenticated API calls.
Capabilities
- Lead management: Create, search, update, and convert leads (lead-to-Contact/Account/Opportunity) with guardrails that prevent acting on already-converted records.
- Contact & account lookup: Search contacts by query, account, or title; retrieve accounts by ID or keyword with up to 10 related items per type (contacts, leads, notes, calls, opportunities, tasks, emails, events).
- Opportunity (deal) pipeline: Create, search, update, and fetch opportunities with enriched data including contact roles, line items, open tasks, and recent notes; supports owner-scoped and org-wide views.
- Task & activity management: Create tasks for future follow-ups, update or complete existing tasks, list your assigned tasks (with overdue filtering), and log completed phone calls as activities.
- User context: Resolve the authenticated user's identity and org details to anchor all subsequent operations.
OAuth
This toolkit uses OAuth 2.0 with Salesforce as the identity 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 a standard org this is the part before.salesforce.com(e.g.,mycompanyfrommycompany.salesforce.com). For sandboxes it may include.sandbox. Find it in Salesforce Setup → Company Settings → My Domain, or simply inspect the URL you use to log in. Required so the toolkit targets the correct org instance. -
SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer cap on how many Salesforce API requests the toolkit will issue in parallel. Set this to stay within your org's API request limits, which vary by Salesforce edition and license type. Check your current limit in Salesforce Setup → System Overview → API Requests, Last 24 Hours. A safe starting value for most orgs is5; raise or lower based on observed limit headroom.
For instructions on configuring secrets in Arcade, see the tool secrets guide. Secrets can also be managed directly from the Arcade dashboard.
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 |