Salesforce Connection

Connects your agent to Salesforce CRM. Full read access to opportunities, contacts, accounts, activities, leads, and forecasts. Write operations (update stages, log activities, create tasks) require confirmation.

Authentication

OAuth2 authorization code flow. The agent opens your browser for Salesforce login.

• client_id — Connected App consumer key
• client_secret — Connected App consumer secret
• instance_url — Your Salesforce instance (e.g., https://company.my.salesforce.com)

Scopes: api, refresh_token. Token auto-refreshes.

Endpoints

Opportunities

• GET /services/data/v59.0/query/?q=SELECT...FROM Opportunity — SOQL query for opportunities
• GET /services/data/v59.0/sobjects/Opportunity/{id} — Get opportunity detail
• PATCH /services/data/v59.0/sobjects/Opportunity/{id} — Update stage, amount, close date (confirmation)
• GET /services/data/v59.0/sobjects/Opportunity/{id}/OpportunityHistory — Stage change history

Contacts

• GET /services/data/v59.0/query/?q=SELECT...FROM Contact — Search contacts
• GET /services/data/v59.0/sobjects/Contact/{id} — Get contact detail with relationships

Accounts

• GET /services/data/v59.0/query/?q=SELECT...FROM Account — Search accounts
• GET /services/data/v59.0/sobjects/Account/{id} — Get account detail with hierarchy

Activities

• GET /services/data/v59.0/query/?q=SELECT...FROM Task — Query tasks
• GET /services/data/v59.0/query/?q=SELECT...FROM Event — Query events/meetings
• POST /services/data/v59.0/sobjects/Task — Create task (confirmation)

Leads

• GET /services/data/v59.0/query/?q=SELECT...FROM Lead — Search leads with scoring
• PATCH /services/data/v59.0/sobjects/Lead/{id} — Update lead status (confirmation)

Forecasting

• GET /services/data/v59.0/query/?q=SELECT...FROM ForecastingItem — Pull forecast data

Rules

• Rate limit: follows Salesforce API limits (varies by edition, typically 100,000/day)
• SOQL queries are constructed by the agent from natural language — reviewed before execution
• Opportunity stage changes and task creation always require confirmation
• Bulk updates (>5 records) require itemized confirmation
• All write operations logged to audit trail