Can I limit what agents can do in Salesforce?

Yes, twice over. The connection itself has an access level (Read-only, Read + write, Full access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one Salesforce account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect Salesforce?

Open Integrations, choose the account under Salesforce, and revoke it. Agents lose access immediately; nothing keeps working in the background.

CRM & Support

☁️ Salesforce integration

Access levels: Read-only · Read + write · Full access · Verified July 15, 2026

Connect Salesforce once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Salesforce

Look things up, execute sosl search; fetch account by id with query; get account, and more.
Do real work, add contact to campaign; add lead to campaign; add opportunity line item; create account, and more.
Run it on a schedule: any of the 217 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find Salesforce.
Click Connect and pick an access level (we recommend Read + write): this is the ceiling for every agent.
Sign in to Salesforce in the window that opens and approve. You land back on the Integrations page with the account live.

You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.

Level	What it allows
Read-only	Read records via the API. Cannot write.
Read + write	Standard API access for reading and writing records.	Recommended
Full access	Same access as your user, read, write, reports, Chatter.

On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.

Every tool, in plain terms

The 217 tools agents use in Salesforce through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Account creation with content type option `SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION`	DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.	Read + write, Full access
Add contact to campaign `SALESFORCE_ADD_CONTACT_TO_CAMPAIGN`	Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement.	Read + write, Full access
Add lead to campaign `SALESFORCE_ADD_LEAD_TO_CAMPAIGN`	Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.	Read + write, Full access
Add opportunity line item `SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM`	Adds a product (line item) to an opportunity.	Read + write, Full access
Apply lead assignment rules `SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES`	Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.	Read + write, Full access
Associate contact to account `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT`	Associates a contact with an account by updating the contact's AccountId field.	Read + write, Full access
Clone opportunity with products `SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS`	Clones an opportunity and optionally its products (line items).	Read + write, Full access
Clone record `SALESFORCE_CLONE_RECORD`	Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.	Read + write, Full access
Close or abort job `SALESFORCE_CLOSE_OR_ABORT_JOB`	Close or abort a Salesforce Bulk API v2 ingest job.	Full access
Complete task `SALESFORCE_COMPLETE_TASK`	Marks a task as completed with optional completion notes.	Read + write, Full access
Composite graph action `SALESFORCE_COMPOSITE_GRAPH_ACTION`	DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead.	Full access
Create account `SALESFORCE_CREATE_ACCOUNT`	Creates a new account in Salesforce with the specified information.	Read + write, Full access
Create a record `SALESFORCE_CREATE_A_RECORD`	Create a Salesforce record using the UI API.	Read + write, Full access
Create campaign `SALESFORCE_CREATE_CAMPAIGN`	Creates 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.	Read + write, Full access
Create campaign record via post `SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POST`	DEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, and if 'OwnerId' is provided, it must be a valid ID of an active User.	Read + write, Full access
Create contact `SALESFORCE_CREATE_CONTACT`	Creates a new contact in Salesforce with the specified information.	Read + write, Full access
Create custom field `SALESFORCE_CREATE_CUSTOM_FIELD`	Create a custom field on a Salesforce object using the Tooling API.	Read + write, Full access
Create custom object `SALESFORCE_CREATE_CUSTOM_OBJECT`	Create a custom object in Salesforce using the Metadata API.	Read + write, Full access
Create lead `SALESFORCE_CREATE_LEAD`	Creates 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…	Read + write, Full access
Create lead with specified content type `SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPE`	DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.	Read + write, Full access
Create new contact with json header `SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADER`	DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c') must be predefined.	Read + write, Full access
Create note `SALESFORCE_CREATE_NOTE`	Creates a new note attached to a Salesforce record with the specified title and content.	Read + write, Full access
Create note record with content type header `SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADER`	DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a `Content-Type: application/json` header.	Read + write, Full access
Create opportunity `SALESFORCE_CREATE_OPPORTUNITY`	Creates a new opportunity in Salesforce with the specified information.	Read + write, Full access
Create opportunity record `SALESFORCE_CREATE_OPPORTUNITY_RECORD`	DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce feat…	Read + write, Full access
Create sobject tree `SALESFORCE_CREATE_SOBJECT_TREE`	Create one or more sObject trees with root records of the specified type.	Read + write, Full access
Create s object record `SALESFORCE_CREATE_S_OBJECT_RECORD`	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.	Read + write, Full access
Create task `SALESFORCE_CREATE_TASK`	Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.	Read + write, Full access
Delete account `SALESFORCE_DELETE_ACCOUNT`	Permanently deletes an account from Salesforce.	Full access
Delete a lead object by its id `SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_ID`	DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.	Full access
Delete campaign `SALESFORCE_DELETE_CAMPAIGN`	Permanently deletes a campaign from Salesforce.	Full access
Delete contact `SALESFORCE_DELETE_CONTACT`	Permanently deletes a contact from Salesforce.	Full access
Delete file `SALESFORCE_DELETE_FILE`	Permanently delete a file from Salesforce.	Full access
Delete job query `SALESFORCE_DELETE_JOB_QUERY`	Delete a Salesforce Bulk API v2 query job.	Full access
Delete lead `SALESFORCE_DELETE_LEAD`	Permanently deletes a lead from Salesforce.	Full access
Delete note `SALESFORCE_DELETE_NOTE`	Permanently deletes a note from Salesforce.	Full access
Delete opportunity `SALESFORCE_DELETE_OPPORTUNITY`	Permanently deletes an opportunity from Salesforce.	Full access
Delete sobject `SALESFORCE_DELETE_SOBJECT`	Delete a single Salesforce record by its ID.	Full access
Delete sobject collections `SALESFORCE_DELETE_SOBJECT_COLLECTIONS`	Delete up to 200 records in one request with optional rollback.	Full access
Execute sobject quick action `SALESFORCE_EXECUTE_SOBJECT_QUICK_ACTION`	Execute a specific quick action on an sObject to create records with pre-configured defaults.	Read + write, Full access
Execute soql query `SALESFORCE_EXECUTE_SOQL_QUERY`	DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead.	All levels
Execute sosl search `SALESFORCE_EXECUTE_SOSL_SEARCH`	Execute a SOSL search to search across multiple Salesforce objects.	All levels
Fetch account by id with query `SALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERY`	DEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can optionally specify a comma-delimited list of fields to return.	All levels
Get account `SALESFORCE_GET_ACCOUNT`	Retrieves a specific account by ID from Salesforce, returning all available fields.	All levels
Get all custom objects `SALESFORCE_GET_ALL_CUSTOM_OBJECTS`	Retrieves all Salesforce objects (standard and custom) with detailed metadata.	All levels
Get all fields for object `SALESFORCE_GET_ALL_FIELDS_FOR_OBJECT`	Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.	All levels
Get all navigation items `SALESFORCE_GET_ALL_NAVIGATION_ITEMS`	Gets all navigation items (tabs) that the user has access to.	All levels
Get api `SALESFORCE_GET_API`	Discover available REST API resources for a specified Salesforce API version.	All levels
Get app `SALESFORCE_GET_APP`	Get metadata about a specific Salesforce app by ID.	All levels
Get apps `SALESFORCE_GET_APPS`	Get metadata for all apps a user has access to.	All levels
Get a batch of records `SALESFORCE_GET_A_BATCH_OF_RECORDS`	Retrieve multiple Salesforce records in a single request with customizable field selection.	All levels
Get campaign `SALESFORCE_GET_CAMPAIGN`	Retrieves a specific campaign by ID from Salesforce, returning all available fields.	All levels
Get chatter resources `SALESFORCE_GET_CHATTER_RESOURCES`	Access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.	All levels
Get child records `SALESFORCE_GET_CHILD_RECORDS`	Get child records for a specified parent record and child relationship name.	All levels
Get compact layouts `SALESFORCE_GET_COMPACT_LAYOUTS`	Retrieve compact layout information for multiple Salesforce objects.	All levels
Get composite resources `SALESFORCE_GET_COMPOSITE_RESOURCES`	Retrieve a list of available composite resources in Salesforce.	All levels
Get composite sobjects `SALESFORCE_GET_COMPOSITE_SOBJECTS`	Retrieves multiple records of the same object type by IDs with a request body.	All levels
Get consent action `SALESFORCE_GET_CONSENT_ACTION`	Retrieve aggregated consent preferences across multiple records for a specific action.	All levels
Get contact `SALESFORCE_GET_CONTACT`	Retrieves a specific contact by ID from Salesforce, returning all available fields.	All levels
Get contact by id `SALESFORCE_GET_CONTACT_BY_ID`	Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.	All levels
Get dashboard `SALESFORCE_GET_DASHBOARD`	Gets detailed metadata for a specific dashboard including its components, layout, and filters.	All levels
Get file content `SALESFORCE_GET_FILE_CONTENT`	Returns the binary content of a Salesforce file, including references to external files.	All levels
Get file information `SALESFORCE_GET_FILE_INFORMATION`	Retrieve comprehensive metadata and information about a specified file in Salesforce.	All levels
Get file shares `SALESFORCE_GET_FILE_SHARES`	Returns information about the objects with which the specified file has been shared.	All levels
Get global actions `SALESFORCE_GET_GLOBAL_ACTIONS`	Retrieve actions displayed in the Salesforce Global Actions menu with metadata.	All levels
Get job failed record results `SALESFORCE_GET_JOB_FAILED_RECORD_RESULTS`	Retrieve failed records from a Salesforce Bulk API 2.0 ingest job.	All levels
Get job successful record results `SALESFORCE_GET_JOB_SUCCESSFUL_RECORD_RESULTS`	Retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job.	All levels
Get job unprocessed record results `SALESFORCE_GET_JOB_UNPROCESSED_RECORD_RESULTS`	Retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job.	All levels
Get last selected app `SALESFORCE_GET_LAST_SELECTED_APP`	Retrieves the app the current user last selected or the app the user sees by default.	All levels
Get lead `SALESFORCE_GET_LEAD`	Retrieves a specific lead by ID from Salesforce, returning all available fields.	All levels
Get list view actions `SALESFORCE_GET_LIST_VIEW_ACTIONS`	Retrieve header actions on list views. Use when you need to get available actions, buttons, and quick actions displayed on a specific list view header in Salesforce.	All levels
Get list view metadata batch `SALESFORCE_GET_LIST_VIEW_METADATA_BATCH`	Retrieve metadata for multiple list views in a single batch request.	All levels
Get list view metadata by name `SALESFORCE_GET_LIST_VIEW_METADATA_BY_NAME`	Returns list view metadata by object and list view API name.	All levels
Get list view records by id `SALESFORCE_GET_LIST_VIEW_RECORDS_BY_ID`	Returns record data for a list view by its ID.	All levels
Get list view records by name `SALESFORCE_GET_LIST_VIEW_RECORDS_BY_NAME`	Retrieves paginated record data for a specified list view using the object and list view API names.	All levels
Get list view results `SALESFORCE_GET_LIST_VIEW_RESULTS`	Retrieves the results of a list view for a specified sObject.	All levels
Get lookup field suggestions `SALESFORCE_GET_LOOKUP_FIELD_SUGGESTIONS`	Retrieve lookup field suggestions for editing lookup fields with search filtering.	All levels
Get lookup suggestions case contact `SALESFORCE_GET_LOOKUP_SUGGESTIONS_CASE_CONTACT`	Get lookup field suggestions with POST request.	All levels
Get mru list view metadata `SALESFORCE_GET_MRU_LIST_VIEW_METADATA`	Retrieve MRU list view metadata for a Salesforce object.	All levels
Get mru list view records `SALESFORCE_GET_MRU_LIST_VIEW_RECORDS`	Retrieve record data for an object's most recently used (MRU) list view.	All levels
Get note `SALESFORCE_GET_NOTE`	Retrieves a specific note by ID from Salesforce, returning all available fields.	All levels
Get note by id with fields `SALESFORCE_GET_NOTE_BY_ID_WITH_FIELDS`	DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.	All levels
Get object list views `SALESFORCE_GET_OBJECT_LIST_VIEWS`	Returns a collection of list views associated with a Salesforce object.	All levels
Get opportunity `SALESFORCE_GET_OPPORTUNITY`	Retrieves a specific opportunity by ID from Salesforce, returning all available fields.	All levels
Get org limits `SALESFORCE_GET_ORG_LIMITS`	Retrieve organization limits with max and remaining allocations.	All levels
Get photo actions `SALESFORCE_GET_PHOTO_ACTIONS`	Retrieve available photo actions for Salesforce pages.	All levels
Get picklist values by record type `SALESFORCE_GET_PICKLIST_VALUES_BY_RECORD_TYPE`	Get values for all picklist fields of a record type, including dependent picklists.	All levels
Get query job info `SALESFORCE_GET_QUERY_JOB_INFO`	Retrieve information about a Salesforce Bulk API v2 query job.	All levels
Get query job results `SALESFORCE_GET_QUERY_JOB_RESULTS`	Retrieves results for a completed Bulk API v2 query job in CSV format.	All levels
Get quick actions `SALESFORCE_GET_QUICK_ACTIONS`	Retrieve global and object-specific quick actions from Salesforce.	All levels
Get record counts `SALESFORCE_GET_RECORD_COUNTS`	Retrieve total record counts for specified Salesforce objects.	All levels
Get record edit page actions `SALESFORCE_GET_RECORD_EDIT_PAGE_ACTIONS`	Get available actions on record edit pages.	All levels
Get related list actions `SALESFORCE_GET_RELATED_LIST_ACTIONS`	Get actions on related lists for record detail pages.	All levels
Get related list preferences batch `SALESFORCE_GET_RELATED_LIST_PREFERENCES_BATCH`	Get a batch of related list user preferences from Salesforce.	All levels
Get related list records contacts `SALESFORCE_GET_RELATED_LIST_RECORDS_CONTACTS`	Retrieve related list records with request body parameters for filtering and pagination.	All levels
Get report `SALESFORCE_GET_REPORT`	Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.	All levels
Get report instance `SALESFORCE_GET_REPORT_INSTANCE`	Gets the results of a report instance created by running a report.	All levels
Get search layout `SALESFORCE_GET_SEARCH_LAYOUT`	Retrieves search result layout information for specified sObjects.	All levels
Get search suggestions `SALESFORCE_GET_SEARCH_SUGGESTIONS`	Returns a list of suggested searches based on the user's query string.	All levels
Get sobjects sobject describe approvallayouts `SALESFORCE_GET_SOBJECTS_SOBJECT_DESCRIBE_APPROVALLAYOUTS`	Retrieves approval layouts for a specified Salesforce object.	All levels
Get sobject by external id `SALESFORCE_GET_SOBJECT_BY_EXTERNAL_ID`	Retrieve a Salesforce record by matching an external ID field value.	All levels
Get sobject collections `SALESFORCE_GET_SOBJECT_COLLECTIONS`	Retrieve multiple records of the same sObject type in a single API call.	All levels
Get sobject list view `SALESFORCE_GET_SOBJECT_LIST_VIEW`	Retrieve basic information about a specific list view for an sObject.	All levels
Get sobject list views `SALESFORCE_GET_SOBJECT_LIST_VIEWS`	Retrieve list views for a specified sObject.	All levels
Get sobject platformaction `SALESFORCE_GET_SOBJECT_PLATFORMACTION`	Retrieves metadata description of PlatformAction SObject.	All levels
Get sobject quick action default values `SALESFORCE_GET_SOBJECT_QUICK_ACTION_DEFAULT_VALUES`	Retrieves default field values for a specific quick action on an sObject.	All levels
Get sobject relationship `SALESFORCE_GET_SOBJECT_RELATIONSHIP`	Retrieves records by traversing sObject relationships using friendly URLs.	All levels
Get support `SALESFORCE_GET_SUPPORT`	Retrieves the root of the Support Knowledge REST API.	All levels
Get supported objects directory `SALESFORCE_GET_SUPPORTED_OBJECTS_DIRECTORY`	Get a Salesforce org's active theme and directory of supported objects.	All levels
Get support knowledge articles `SALESFORCE_GET_SUPPORT_KNOWLEDGE_ARTICLES`	Retrieves user's visible knowledge articles and data categories from Salesforce Knowledge.	All levels
Get s objects describe layouts record type id `SALESFORCE_GET_S_OBJECTS_DESCRIBE_LAYOUTS_RECORD_TYPE_ID`	Retrieve layout metadata for a specific record type on an object.	All levels
Get s objects updated `SALESFORCE_GET_S_OBJECTS_UPDATED`	Retrieve a list of sObject records that have been updated within a given timeframe.	All levels
Get s object quick action default values `SALESFORCE_GET_S_OBJECT_QUICK_ACTION_DEFAULT_VALUES`	Retrieves default field values for a quick action in a specific record context.	All levels
Get s object record `SALESFORCE_GET_S_OBJECT_RECORD`	Retrieve a single Salesforce record by ID from any sObject type.	All levels
Get theme `SALESFORCE_GET_THEME`	Get icons and colors for Salesforce UI themes.	All levels
Get uiapimru list info account `SALESFORCE_GET_UIAPIMRU_LIST_INFO_ACCOUNT`	Get Most Recently Used (MRU) list view metadata for Account object.	All levels
Get uiapi actions mru list account `SALESFORCE_GET_UIAPI_ACTIONS_MRU_LIST_ACCOUNT`	Retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object.	All levels
Get uiapi list info account all accounts `SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_ALL_ACCOUNTS`	Retrieves list view metadata for the Account AllAccounts view using Salesforce UI API.	All levels
Get uiapi list info account recent `SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_RECENT`	Get list view metadata from Salesforce UI API.	All levels
Get uiapi list info account search result `SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_SEARCH_RESULT`	Retrieves list view metadata for the Account __SearchResult view using Salesforce UI API.	All levels
Get uiapi related list preferences `SALESFORCE_GET_UIAPI_RELATED_LIST_PREFERENCES`	Retrieve user preferences for a specific related list on an object.	All levels
Get ui api actions lookup account `SALESFORCE_GET_UI_API_ACTIONS_LOOKUP_ACCOUNT`	Get lookup field actions for a Salesforce object.	All levels
Get ui api actions record related list `SALESFORCE_GET_UI_API_ACTIONS_RECORD_RELATED_LIST`	Get available actions on related lists for a record detail page.	All levels
Get ui api apps user nav items `SALESFORCE_GET_UI_API_APPS_USER_NAV_ITEMS`	Get personalized navigation items for a specific Salesforce app.	All levels
Get ui api list info recent `SALESFORCE_GET_UI_API_LIST_INFO_RECENT`	Get list views for a Salesforce object. Use when you need to retrieve available list views with options to filter by recent usage and search.	All levels
Get ui api mru list records account `SALESFORCE_GET_UI_API_MRU_LIST_RECORDS_ACCOUNT`	Get Most Recently Used (MRU) list view records for Account object.	All levels
Get ui api record ui `SALESFORCE_GET_UI_API_RECORD_UI`	Retrieve layout, field metadata, and record data in a single response.	All levels
Get user info `SALESFORCE_GET_USER_INFO`	Retrieves information about the current user or a specific user in Salesforce.	All levels
Head actions custom `SALESFORCE_HEAD_ACTIONS_CUSTOM`	Return HTTP headers for custom invocable actions without response body.	All levels
Head actions standard `SALESFORCE_HEAD_ACTIONS_STANDARD`	Return HTTP headers for standard invocable actions metadata without response body.	All levels
Head appmenu salesforce1 `SALESFORCE_HEAD_APPMENU_SALESFORCE1`	Return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.	All levels
Head process rules s object `SALESFORCE_HEAD_PROCESS_RULES_S_OBJECT`	Return HTTP headers for process rules of an sObject without retrieving the response body.	All levels
Head quick actions `SALESFORCE_HEAD_QUICK_ACTIONS`	Return HTTP headers for Quick Actions resource without response body.	All levels
Head sobjects global describe layouts `SALESFORCE_HEAD_SOBJECTS_GLOBAL_DESCRIBE_LAYOUTS`	Return HTTP headers for all global publisher layouts without response body.	All levels
Head sobjects quick action `SALESFORCE_HEAD_SOBJECTS_QUICK_ACTION`	Return HTTP headers for a specific sObject quick action without response body.	All levels
Head sobjects user password `SALESFORCE_HEAD_SOBJECTS_USER_PASSWORD`	Return HTTP headers for User password resource without response body.	All levels
Head sobject quick action default values `SALESFORCE_HEAD_SOBJECT_QUICK_ACTION_DEFAULT_VALUES`	Return HTTP headers for sObject quick action default values by context ID without response body.	All levels
List accounts `SALESFORCE_LIST_ACCOUNTS`	Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List analytics templates `SALESFORCE_LIST_ANALYTICS_TEMPLATES`	List CRM Analytics templates available in the org.	All levels
List campaigns `SALESFORCE_LIST_CAMPAIGNS`	Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List contacts `SALESFORCE_LIST_CONTACTS`	Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List custom invocable actions `SALESFORCE_LIST_CUSTOM_INVOCABLE_ACTIONS`	Retrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.	All levels
List dashboards `SALESFORCE_LIST_DASHBOARDS`	Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.	All levels
List email templates `SALESFORCE_LIST_EMAIL_TEMPLATES`	Lists available email templates in Salesforce with filtering and search capabilities.	All levels
List leads `SALESFORCE_LIST_LEADS`	Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List notes `SALESFORCE_LIST_NOTES`	Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List opportunities `SALESFORCE_LIST_OPPORTUNITIES`	Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List pricebooks `SALESFORCE_LIST_PRICEBOOKS`	Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List pricebook entries `SALESFORCE_LIST_PRICEBOOK_ENTRIES`	Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.	All levels
List reports `SALESFORCE_LIST_REPORTS`	Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.	All levels
List standard invocable actions `SALESFORCE_LIST_STANDARD_INVOCABLE_ACTIONS`	Retrieves the list of standard actions that can be statically invoked.	All levels
Log call `SALESFORCE_LOG_CALL`	Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.	Read + write, Full access
Log email activity `SALESFORCE_LOG_EMAIL_ACTIVITY`	Creates an EmailMessage record to log email activity in Salesforce, associating it with related records.	Read + write, Full access
Mass transfer ownership `SALESFORCE_MASS_TRANSFER_OWNERSHIP`	Transfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.	Read + write, Full access
Parameterized search `SALESFORCE_PARAMETERIZED_SEARCH`	Execute RESTful search using parameters instead of SOSL clause.	All levels
Patch composite sobjects `SALESFORCE_PATCH_COMPOSITE_SOBJECTS`	Upsert up to 200 records using external ID field matching.	Read + write, Full access
Post composite graph `SALESFORCE_POST_COMPOSITE_GRAPH`	Execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph.	Full access
Post composite sobjects `SALESFORCE_POST_COMPOSITE_SOBJECTS`	Create up to 200 records in one request using sObject Collections.	Read + write, Full access
Post parameterized search `SALESFORCE_POST_PARAMETERIZED_SEARCH`	Execute parameterized search across Salesforce objects with advanced filtering.	All levels
Query `SALESFORCE_QUERY`	DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead.	All levels
Query all `SALESFORCE_QUERY_ALL`	Execute SOQL queries including soft-deleted and archived records.	All levels
Query contacts by name `SALESFORCE_QUERY_CONTACTS_BY_NAME`	DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.	All levels
Query report `SALESFORCE_QUERY_REPORT`	DEPRECATED: Executes a Salesforce report synchronously by its `id` and `reportType`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.	All levels
Remove account by unique identifier `SALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIER`	DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).	Full access
Remove a specific contact by id `SALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_ID`	DEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.	Full access
Remove campaign object by id `SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_ID`	DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.	Full access
Remove from campaign `SALESFORCE_REMOVE_FROM_CAMPAIGN`	Removes a lead or contact from a campaign by deleting the CampaignMember record.	Full access
Remove note object by id `SALESFORCE_REMOVE_NOTE_OBJECT_BY_ID`	DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.	Full access
Remove opportunity by id `SALESFORCE_REMOVE_OPPORTUNITY_BY_ID`	DEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a 'not found' (404) error occurs.	Full access
Retrieve account data and error responses `SALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSES`	DEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.	All levels
Retrieve campaign data with error handling `SALESFORCE_RETRIEVE_CAMPAIGN_DATA_WITH_ERROR_HANDLING`	DEPRECATED: Retrieves comprehensive information and metadata for the Salesforce Campaign sObject, provided it is enabled and accessible in the organization, and features robust error handling.	All levels
Retrieve contact info with standard responses `SALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSES`	DEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not retrieve individual contact records.	All levels
Retrieve lead by id `SALESFORCE_RETRIEVE_LEAD_BY_ID`	Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.	All levels
Retrieve lead data with various responses `SALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSES`	DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.	All levels
Retrieve note object information `SALESFORCE_RETRIEVE_NOTE_OBJECT_INFORMATION`	DEPRECATED: Retrieves comprehensive metadata for the Salesforce 'Note' SObject, if it is enabled and accessible, to understand its structure and capabilities.	All levels
Retrieve opportunities data `SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA`	Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.	All levels
Retrieve opportunity by id with optional fields `SALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDS`	DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.	All levels
Retrieve specific campaign object details `SALESFORCE_RETRIEVE_SPECIFIC_CAMPAIGN_OBJECT_DETAILS`	DEPRECATED: Retrieves details for a specific Salesforce Campaign object by its ID, optionally limiting to specified fields; the Campaign object must exist.	All levels
Retrieve specific contact by id `SALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_ID`	(DEPRECATED: use `SALESFORCE_GET_CONTACT_BY_ID`) Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.	All levels
Run report `SALESFORCE_RUN_REPORT`	Runs a report and returns the results. Creates a report instance that can be checked for completion. Results are returned in a nested structure (factMap, reportExtendedMetadata), not a flat record list; an empty factMap…	All levels
Run soql query `SALESFORCE_RUN_SOQL_QUERY`	Executes a SOQL query against Salesforce data.	All levels
Search `SALESFORCE_SEARCH`	DEPRECATED: Use SALESFORCE_EXECUTE_SOSL_SEARCH instead.	All levels
Search accounts `SALESFORCE_SEARCH_ACCOUNTS`	Search for Salesforce accounts using criteria like name, industry, type, location, or contact information.	All levels
Search campaigns `SALESFORCE_SEARCH_CAMPAIGNS`	Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.	All levels
Search contacts `SALESFORCE_SEARCH_CONTACTS`	Search Salesforce Contact records (not Leads, use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title.	All levels
Search knowledge articles `SALESFORCE_SEARCH_KNOWLEDGE_ARTICLES`	Search for Salesforce Knowledge articles with titles matching the search query.	All levels
Search leads `SALESFORCE_SEARCH_LEADS`	Search for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source.	All levels
Search notes `SALESFORCE_SEARCH_NOTES`	Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.	All levels
Search opportunities `SALESFORCE_SEARCH_OPPORTUNITIES`	Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.	All levels
Search tasks `SALESFORCE_SEARCH_TASKS`	Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.	All levels
Send email `SALESFORCE_SEND_EMAIL`	Sends an email through Salesforce with options for recipients, attachments, and activity logging.	Read + write, Full access
Send email from template `SALESFORCE_SEND_EMAIL_FROM_TEMPLATE`	Sends an email using a predefined Salesforce email template with merge field support.	Read + write, Full access
Send mass email `SALESFORCE_SEND_MASS_EMAIL`	Sends bulk emails to multiple recipients immediately and irreversibly using a template or custom content.	Read + write, Full access
Set user password `SALESFORCE_SET_USER_PASSWORD`	Set or reset a user's password in Salesforce.	Full access
Sobject rows update `SALESFORCE_SOBJECT_ROWS_UPDATE`	Update specific fields in an existing Salesforce sObject record.	Read + write, Full access
Sobject user password `SALESFORCE_SOBJECT_USER_PASSWORD`	Check whether a Salesforce user's password has expired.	All levels
Tooling query `SALESFORCE_TOOLING_QUERY`	Execute SOQL queries against Salesforce Tooling API metadata objects.	All levels
Update account `SALESFORCE_UPDATE_ACCOUNT`	Updates an existing account in Salesforce with the specified changes.	Read + write, Full access
Update account object by id `SALESFORCE_UPDATE_ACCOUNT_OBJECT_BY_ID`	DEPRECATED: Updates specified fields of an existing Salesforce Account object identified by its unique ID; field names are case-sensitive and read-only fields are ignored.	Read + write, Full access
Update campaign `SALESFORCE_UPDATE_CAMPAIGN`	Updates an existing campaign in Salesforce with the specified changes.	Read + write, Full access
Update campaign by id with json `SALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSON`	DEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique `id`, which must already exist.	Read + write, Full access
Update contact `SALESFORCE_UPDATE_CONTACT`	Updates an existing contact in Salesforce with the specified changes.	Read + write, Full access
Update contact by id `SALESFORCE_UPDATE_CONTACT_BY_ID`	DEPRECATED: Updates specified fields of an existing Salesforce Contact by its ID; at least one field must be provided for modification.	Read + write, Full access
Update favorite `SALESFORCE_UPDATE_FAVORITE`	Update a favorite's properties in Salesforce UI API.	Read + write, Full access
Update lead `SALESFORCE_UPDATE_LEAD`	Updates an existing lead in Salesforce with the specified changes.	Read + write, Full access
Update lead by id with json payload `SALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOAD`	DEPRECATED: Updates specified fields of an existing Lead in Salesforce via its unique ID (path parameter), returning HTTP 204 on success or error details on failure; request body must contain at least one field to updat…	Read + write, Full access
Update list view preferences `SALESFORCE_UPDATE_LIST_VIEW_PREFERENCES`	Update user preferences for a Salesforce list view including column widths, text wrapping, and display order.	Read + write, Full access
Update note `SALESFORCE_UPDATE_NOTE`	Updates an existing note in Salesforce with the specified changes.	Read + write, Full access
Update opportunity `SALESFORCE_UPDATE_OPPORTUNITY`	Updates an existing opportunity in Salesforce with the specified changes.	Read + write, Full access
Update opportunity by id `SALESFORCE_UPDATE_OPPORTUNITY_BY_ID`	DEPRECATED: Updates specified fields of an existing Salesforce Opportunity by its ID; the Opportunity must exist, and some fields (like Name, StageName, CloseDate) may have specific Salesforce validation rules if being…	Read + write, Full access
Update record `SALESFORCE_UPDATE_RECORD`	Update a record's data in Salesforce via UI API.	Read + write, Full access
Update related list preferences `SALESFORCE_UPDATE_RELATED_LIST_PREFERENCES`	Update user preferences for a specific related list on an object in Salesforce.	Read + write, Full access
Update specific note by id `SALESFORCE_UPDATE_SPECIFIC_NOTE_BY_ID`	DEPRECATED: Use `update_specific_note_by_id` instead.	Read + write, Full access
Update task `SALESFORCE_UPDATE_TASK`	Updates an existing task in Salesforce with new information.	Read + write, Full access
Upload file `SALESFORCE_UPLOAD_FILE`	Upload a file to Salesforce Files home via the Connect REST API.	Read + write, Full access
Upload job data `SALESFORCE_UPLOAD_JOB_DATA`	Upload CSV data to a Salesforce Bulk API v2 ingest job.	Read + write, Full access
Upsert sobject by external id `SALESFORCE_UPSERT_SOBJECT_BY_EXTERNAL_ID`	Upsert records using sObject Rows by External ID.	Read + write, Full access

What agents can't do in Salesforce (yet)

Anything not in the table above. The tools mirror what Salesforce makes available to connected apps. If Salesforce doesn't expose an operation, agents can't perform it either.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Salesforce for …”, “create … in Salesforce”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"Salesforce isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	Salesforce ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant