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Salesforce

Arcade toolkit · docs.arcade.dev

Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to manage CRM records — accounts, contacts, leads, opportunities, tasks, and activity logs — via natural language.

Capabilities

  • Identity & context: Retrieve the authenticated user's profile and org details to establish session context before acting.
  • Lead lifecycle: Create leads, update fields, convert leads into Contacts, Accounts, and Opportunities, and search or filter the full lead pipeline.
  • Contact & account management: Create contacts, search by name/account/title, and retrieve full account snapshots including related contacts, leads, notes, tasks, emails, calls, and events.
  • Opportunity (deal) management: Create, search, update, and retrieve opportunities with enriched data — contact roles, line items, open tasks, and notes — across personal or full-org pipelines.
  • Task & activity tracking: Create, list, update, and complete tasks (reminders, follow-ups); log completed calls as activities; filter tasks by due date or overdue status.
  • Picklist validation: Opportunity creation validates stage, lead source, and type against the org's live picklist configuration, preventing invalid field values.

Tools17

  • Salesforce_ConvertLead

    Convert 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.

  • Salesforce_CreateContact

    Create a contact in Salesforce.

  • Salesforce_CreateLead

    Create a new lead in Salesforce. Use this when someone is a potential customer but isn't yet associated with an existing account. For someone at an existing account, create a contact instead.

  • Salesforce_CreateOpportunity

    Create 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.

  • Salesforce_CreateTask

    Create a task (follow-up, reminder, to-do) in Salesforce. Use this for future actions like reminders, follow-ups, or to-do items. To record a phone call that already happened, log it as a call instead.

  • Salesforce_GetAccountDataById

    Get 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.

  • Salesforce_GetAccountDataByKeywords

    Search for accounts in Salesforce and return 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.

  • Salesforce_GetOpportunityById

    Get a single opportunity with enriched related data: contact roles, line items, open tasks, and recent notes.

  • Salesforce_ListMyTasks

    List 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.

  • Salesforce_LogACall

    Log a completed phone call as an activity in Salesforce. Use this to record calls that already happened. For future follow-up actions, create a task instead.

  • Salesforce_SearchContacts

    Search 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.

  • Salesforce_SearchLeads

    Search 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.

  • Salesforce_SearchOpportunities

    Search 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.

  • Salesforce_UpdateLead

    Update 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.

  • Salesforce_UpdateOpportunity

    Update 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).

  • Salesforce_UpdateTask

    Update fields on an existing task. Only provided fields are changed. Use status='Completed' to mark a task as done.

  • Salesforce_WhoAmI

    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.