Salesforce
Service domainCRM
Arcade Optimized
Arcade tools designed for LLMs to interact with Salesforce
17tools
17require secrets
The Arcade Salesforce toolkit lets LLMs interact with a Salesforce org via natural language — reading, creating, and updating CRM records across the full sales lifecycle.
Capabilities
- Identity & context — Retrieve the authenticated user's profile and org info to establish session context before other operations.
- Lead management — Create, search, update, and convert leads; conversion produces linked Contact, Account, and Opportunity records and handles already-converted leads gracefully.
- Contact & account data — Create contacts and search them by query, account, or title; fetch full account snapshots (contacts, leads, notes, calls, opportunities, tasks, emails, events) by ID or keyword.
- Opportunity (deal) pipeline — Create, search, update, and fetch opportunities with enriched data (contact roles, line items, open tasks, recent notes); supports owner and stage filtering across the full pipeline.
- Activity logging & task tracking — Log completed calls, create future tasks (reminders, follow-ups), list and filter assigned tasks (overdue filter included), and update or complete existing tasks.
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 login URL. For most orgs this is the<subdomain>portion ofhttps://<subdomain>.my.salesforce.com. Find it in Salesforce under Setup → My Domain. Required so the toolkit targets the correct org instance rather than the generic login endpoint.SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer (stored as a secret) that caps how many parallel API requests the toolkit will issue against your org at once. Tune this to stay within your org's Salesforce API request limits; lower values reduce the risk of hitting concurrent-request governor limits on Developer or lower-tier orgs.
Store and manage these values in the Arcade secrets dashboard. For guidance on referencing secrets inside tools, see the Arcade secrets docs.
Available tools(17)
17 of 17 tools
Operations
Behavior
| 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 |
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