Salesforce Tools
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Use Salesforce Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Salesforce Tools. Choose from 179 supported Actions. Review each execution in Audit.
Connect Salesforce Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
CrmPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Salesforce Add Contact To CampaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
- Salesforce Add Lead To CampaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause…
- Salesforce Add Opportunity Line ItemAdds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
- Salesforce Apply Lead Assignment RulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.
- Salesforce Associate Contact To AccountAssociates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
- Salesforce Clone Opportunity With ProductsClones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
- Salesforce Clone RecordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
- Salesforce Close Or Abort JobTool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting ca…
- Salesforce Complete TaskMarks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
- Salesforce Create A RecordTool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.
- Salesforce Create AccountCreates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
- Salesforce Create CampaignCreates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail.
- Salesforce Create ContactCreates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restrictions, or duplicate rules rather than invalid inputs.
- Salesforce Create Custom FieldTool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying metadata packages. The Tooling API provides direct field cre…
- Salesforce Create Custom ObjectTool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.
- Salesforce Create LeadCreates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the failing field. The created lead `id` is returned in a respon…
- Salesforce Create NoteCreates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply exponential backoff on retries.
- Salesforce Create OpportunityCreates a new opportunity in Salesforce with the specified information.
- Salesforce Create S Object RecordTool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.
- Salesforce Create Sobject TreeTool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Supports up to 200 total records across all trees, up to 5 lev…
- Salesforce Create TaskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before calling; invalid IDs cause silent linkage failures or validation errors.
- Salesforce Delete AccountPermanently deletes an account from Salesforce. This action cannot be undone.
- Salesforce Delete CampaignPermanently deletes a campaign from Salesforce. This action cannot be undone.
- Salesforce Delete ContactPermanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose before proceeding. Returns HTTP 204 with empty body on suc…
- Salesforce Delete FileTool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.
- Salesforce Delete Job QueryTool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.
- Salesforce Delete LeadPermanently deletes a lead from Salesforce. This action cannot be undone.
- Salesforce Delete NotePermanently deletes a note from Salesforce. This action cannot be undone.
- Salesforce Delete OpportunityPermanently deletes an opportunity from Salesforce. This action cannot be undone.
- +150 Actions
Provider sources
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