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 — from lead capture through deal close — using the authenticated user's identity.
Capabilities
- Lead management: Create, search, update, and convert leads; converting a lead produces linked Contact, Account, and Opportunity records automatically.
- Contact & account operations: Create contacts, search by keyword/account/title, and retrieve full account snapshots (contacts, leads, notes, calls, opportunities, tasks, emails, and events).
- Opportunity (deal) pipeline: Create, search, update, and retrieve opportunities with enriched data including contact roles, line items, and recent notes; supports owner-scoped and org-wide views.
- Activity logging & task management: Create actionable tasks, list and update your tasks (with overdue filtering), and log completed calls as activities — distinct workflows enforced by separate tools.
- User context: Identify the authenticated user and their org via
WhoAmI, typically the first call in any agent session.
OAuth
This toolkit authenticates via OAuth 2.0 with Salesforce. See the 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.,mycompanyformycompany.salesforce.com). For a My Domain org it may include your custom domain segment. Find it in Salesforce Setup → My Domain or by inspecting the URL after logging in. This is required so the toolkit routes API calls to the correct org instance. -
SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer that caps how many concurrent Salesforce API requests the toolkit may issue at once. Tune this to avoid hitting your org's API concurrency limits (visible in Salesforce Setup → API Usage and Limits). If omitted, a default is used. No special permissions are required to set this value — it is a client-side throttle, not a Salesforce credential.
See the Arcade secrets configuration guide for how to store secrets, or manage them directly at https://api.arcade.dev/dashboard/auth/secrets.
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 |