Salesforce
Service domainCRM
Arcade Optimized
Arcade tools designed for LLMs to interact with Salesforce
17tools
17require secrets
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to read, create, and update CRM records on behalf of an authenticated user.
Capabilities
- Lead lifecycle — create leads, update lead fields, convert leads into Contacts, Accounts, and Opportunities, and search across open (non-converted) leads with owner and keyword filters.
- Contact & account access — create contacts, search contacts by query/account/title, and retrieve full account snapshots (contacts, leads, notes, calls, opportunities, tasks, emails, events).
- Opportunity management — create and update deals (with picklist validation for stage, lead source, and type), retrieve enriched opportunity detail (contact roles, line items, tasks, notes), and search/paginate the pipeline.
- Task & activity tracking — create follow-up tasks, update task fields or mark them complete, list your assigned tasks (with overdue filtering), log completed calls, and distinguish between future to-dos and historical activity records.
- User context — resolve the authenticated user's profile and org info, typically as the first call in an agentic workflow.
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 instance URL. For example, if your org URL ishttps://mycompany.my.salesforce.com, the subdomain ismycompany. You can find your instance URL in Salesforce under Setup → Company Settings → My Domain. This is required so the toolkit knows which org endpoint to target. -
SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer that caps the number of simultaneous API requests the toolkit will make to Salesforce. Set this to stay within your org's Salesforce API rate and concurrency limits, which vary by edition and license. If unset, the toolkit uses its own default.
For instructions on configuring secrets in Arcade, see the tool secrets guide. You can manage secret values at https://api.arcade.dev/dashboard/auth/secrets.
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. | 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 |
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