Adopt AI

CRM

Salesforce

The world's leading CRM platform for sales, service, marketing, and more powering customer relationships at scale.

Salesforce Integrations & Automations for Enterprise AI Agents

Connect your AI agents to Salesforce in minutes. No field mapping. No code required. Adopt AI's zero-shot API discovery means your agents understand Salesforce's schema on first contact - and can act on it instantly.

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What Your AI Agents Can Do

Salesforce Delete Opportunity

Deletes an Opportunity record from Salesforce using the Opportunity ID.

Salesforce Convert Lead

Converts a Salesforce lead to an account, contact, and optionally an opportunity using the standard convertLead action.

Salesforce Get Account Opportunities

Retrieves all opportunities associated with a specific Salesforce account using the account ID.

Salesforce Create Opportunity

Creates a new Opportunity record in Salesforce with details including account, stage, close date, amount, and other sales information.

Salesforce Create Lead

Creates a new lead record in Salesforce with contact information, company details, and lead qualification data.

Salesforce Composite Update Sobjects

Updates multiple Salesforce sObjects (like Accounts) in a single API call using the Composite API. Allows updating different fields across multiple records with optional all-or-none transaction control.

Salesforce Describe Object

Describe an object or get metadata about an object in salesforce

Salesforce Get Catalog Products

Retrieves catalog products from Salesforce Commerce API with specified product contexts, fields, and retrieval type.

Salesforce Sosl Search

Executes a Salesforce Object Search Language (SOSL) query to search across multiple objects and fields, returning matching Account and Contact records.

Salesforce Get Recent Listviews

Retrieves recent list views for a specific Salesforce object type with an optional limit parameter.

Salesforce Upsert Lead

Upserts a Lead record in Salesforce using an external ID. Creates a new lead if the external ID doesn't exist, or updates the existing lead if it does.

Salesforce Describe Opportunity

Retrieves metadata description for the Salesforce Opportunity object including fields, record types, and object properties.

Salesforce Create Account

Creates a new Account record in Salesforce with company details including contact information, billing address, and business metrics.

Salesforce Update Contact By External Id

Updates a Salesforce Contact record using an external ID field. This API allows updating contact information such as name, email, and associated account by referencing the external identifier.

Salesforce Update Contact

Updates a contact record in Salesforce by patching specific fields like title, email, phone, and department using the contact ID.

Salesforce Update Lead

Updates a Salesforce Lead record with new field values such as status, title, phone, rating, and description.

Salesforce Query Account With Contacts And Opportunities

Queries Salesforce Account data including related Contacts and open Opportunities for a specific account ID using SOQL query.

Salesforce Query Opportunity Line Items

Queries Salesforce to retrieve opportunity line items including product details for a specific opportunity ID using SOQL.

Salesforce Create User

Creates a new Salesforce User record; use this to provision users with standardized settings. .If specific attributes are not provided, you must use the default values defined in the schema for fields like TimeZoneSidKey, LocaleSidKey and EmailEncodingKey to ensure successful record creation.

Salesforce Composite Upsert Accounts

Performs a composite upsert operation on Salesforce Account records using an external ID field. Updates existing records or creates new ones based on the external ID.

Salesforce Get Event Log File

Retrieves the log file content for a specific EventLogFile record from Salesforce using the record ID.

Salesforce Composite Get Accounts

Retrieves multiple Salesforce Account records by their IDs using the composite API, returning specified fields for each account.

Salesforce Query Product Selling Model

Queries Salesforce to retrieve product names, selling model IDs, and product IDs from ProductSellingModelOption, grouped by product name, product ID, and selling model ID.

Salesforce Describe Account Object

Retrieves the metadata and schema description for the Account object in Salesforce, including all fields, relationships, and object properties.

Salesforce Delete Contact

Deletes a contact record from Salesforce using the contact ID.

Salesforce Parameterized Search

Performs a parameterized search across multiple Salesforce objects (Account, Contact, etc.) with specified fields and limits using the Salesforce REST API.

Salesforce Reset User Password

Resets the password for a Salesforce Self Service User by user ID.

Salesforce Get Account

Retrieves account information from Salesforce using the account ID. Optionally, specific fields can be requested via query parameters.

Salesforce Query Opportunity Contact Roles

Queries Salesforce to retrieve opportunity contact roles including contact details and role information for a specific opportunity.

Salesforce Search Knowledge Articles

Searches Salesforce knowledge articles using SOSL query method through the App channel. Returns knowledge articles matching the specified search query.

Salesforce Query

Query Salesforce data using SOQL (Salesforce Object Query Language). Use this tool to retrieve, search, filter, and analyze records from any Salesforce object including Accounts, Contacts, Opportunities, Leads, Cases, custom objects, and more. Supports complex queries with WHERE clauses, field selection, relationship queries, aggregations (COUNT, SUM, AVG), sorting (ORDER BY), and pagination (LIMIT, OFFSET).

Salesforce Create Lightning Toggle Metrics

Creates a new LightningToggleMetrics record in Salesforce using the REST API.

Salesforce Fetch All Accounts

Executes a SOQL query against Salesforce to retrieve records. Supports filtering, ordering, and pagination using query locators.

Salesforce Update Opportunity

Updates an existing Salesforce Opportunity record with new stage, amount, close date, probability, and next step information.

Salesforce Create Composite Account Contact

Creates an Account and related Contact in Salesforce using composite API request. The contact is automatically linked to the newly created account using a reference.

Salesforce Get List View Results

Retrieves results from a specific list view for a Salesforce object using the Salesforce REST API.

Salesforce Get Lightning Usage Metrics

Retrieves Lightning usage metrics by app type from Salesforce Data API v64.0.

Salesforce Get Compact Layouts

Retrieves compact layouts for specified Salesforce objects using the Salesforce REST API.

Salesforce Describe Account Listview

Retrieves metadata and describe information for a specific Account object list view in Salesforce, including columns, filters, and scope details.

Salesforce Create Contact

Creates a new contact record in Salesforce with personal information, address details, and account association.

Salesforce Get Deleted Accounts

Retrieves a list of deleted Account records from Salesforce within a specified date range.

Salesforce Search

Searches Salesforce records using SOSL (Salesforce Object Search Language) query across all fields and returns specified object fields.

Salesforce Get Updated Accounts

Retrieves a list of Account IDs that have been updated within a specified date range from Salesforce.

Salesforce Search Opportunities

Searches Salesforce objects using SOSL (Salesforce Object Search Language) to find Opportunities with specified fields including Id, Name, StageName, Amount, CloseDate, and AccountId.

Salesforce Composite Create Records

Creates multiple Salesforce records (Account, Contact, Opportunity) in a single transaction using the Composite API with cross-referencing between records.

Salesforce Update Account

Updates an existing Salesforce account record with new details including phone, industry, annual revenue, description, and website information.

Salesforce Get Account Contacts

Retrieves all contacts associated with a specific Salesforce account using the account ID and bearer token authentication.

Salesforce Update Composite Sobjects

Updates multiple Salesforce records (sObjects) in a single API call using the composite sobjects endpoint. Allows updating different object types with different fields in one request.

Salesforce Describe Listview

Retrieves metadata and field information for a specific list view of a Salesforce object using the Salesforce REST API.

Salesforce Composite Create Sobjects

Creates multiple Salesforce objects (sObjects) in a single request using the Composite API. Supports batch creation of accounts or other object types with configurable all-or-none behavior.

Salesforce Delete Composite Sobjects

Deletes multiple Salesforce objects (sObjects) in a single request using their IDs. The allOrNone parameter controls whether the operation should be atomic.

Salesforce Get Opportunity

Retrieves opportunity information from Salesforce, optionally filtered by specific fields using the Salesforce REST API.

Salesforce Get Api Versions

Retrieves a list of available Salesforce API versions and their corresponding resource URLs.

Salesforce Get Lightning Usage By Browser Metrics

Retrieves Lightning Usage By Browser Metrics data from Salesforce using the REST API v64.0.

Salesforce Delete Lead

Deletes a Lead record from Salesforce using the Salesforce REST API.

Salesforce Create Composite Sobjects

Creates multiple Salesforce sObjects (like Leads) in a single API call using the Composite API. Allows batch creation of records with configurable all-or-none behavior.

Salesforce Close Win An Opportunity

Updates an existing Salesforce Opportunity record with new stage, probability, and close date information.

Salesforce Query Opportunities

Executes a SOQL query to retrieve Opportunity records from Salesforce with flexible filtering and sorting options

Salesforce Get Lead Updates

Retrieves a list of Lead IDs that have been updated within a specified date range from Salesforce.

Salesforce Describe Account Approval Layouts

Retrieves approval layout information for a specific approval process on the Salesforce Account object

Salesforce Create Opportunity Line Item

Creates a new opportunity line item in Salesforce by associating a product with an opportunity, including quantity, unit price, and description.

Salesforce Get Lead

Retrieves a Lead record from Salesforce by ID, optionally specifying which fields to return.

Salesforce Get Event Schema

Retrieves the event schema for a custom platform event object in Salesforce, returning the schema definition including field types and metadata.

Salesforce Create Composite Opportunities

Creates multiple Salesforce Opportunity records in a single API call using the composite sobjects endpoint.

Salesforce Create Composite Contacts

Creates multiple Contact records in Salesforce using the composite API to perform batch operations in a single request.

Salesforce Get Sobject Listviews

Retrieves all list views for a specified Salesforce object type using the Salesforce REST API.

Salesforce Query Event Log Files

Queries Salesforce EventLogFile objects to retrieve event log file records, ordered by last modified date in descending order with a configurable limit.

Salesforce Update Account By External Id

Updates a Salesforce Account record using an external ID field. This allows updating account information like name, phone, and industry using an external identifier instead of the Salesforce record ID.

Salesforce Get Data Category Groups

Retrieves data category groups for a specified sObject (KnowledgeArticleVersion) from Salesforce support API.

Salesforce Describe Contact

Retrieves metadata describing the Contact object in Salesforce, including field definitions, picklist values, and object properties.

Salesforce Get Account Listviews

Retrieves all list views for the Account object in Salesforce using the REST API.

Salesforce Submit Approval

Submits a record for approval in Salesforce, specifying the action type, context ID, comments, and next approver IDs.

Salesforce Delete Account

Deletes a Salesforce account record by account ID using the Salesforce REST API.

Salesforce Describe Lead

Retrieves metadata describing the Lead object in Salesforce, including field definitions, relationships, and object properties.

Salesforce Get Updated Contacts

Retrieves a list of Contact IDs that have been updated within a specified date range from Salesforce.

Salesforce Close Lose An Opportunity

Updates a Salesforce Opportunity record with new field values such as stage name and loss reason.

Salesforce Get Contact

Retrieves details of a specific Salesforce Contact record by its unique Contact ID using the Salesforce REST API.

Connect Salesforce MCP using Adopt AI in 3 Simple Steps

Run a single command in your terminal to install the Salesforce MCP server locally, no complex setup, no cloud dependency.
A browser window opens automatically, where you can securely authenticate with your Salesforce account with one click.
Restart your AI client, and your agents instantly have full access to leads, opportunities, accounts, and every Salesforce object, ready to read, write, and automate.

Use Cases for Salesforce

1. Automated Lead Scoring & Routing

AI agents analyze incoming leads in Salesforce, score them based on engagement and fit, and automatically route high-priority leads to the right sales reps.

2. Pipeline Health Monitoring

AI agents continuously monitor your Salesforce pipeline, flag stalled deals, and alert reps to opportunities that need immediate attention.

3. Contact & Account Enrichment

Automatically enrich Salesforce records with data from connected apps, keeping contact details, company info, and interaction history up to date.

4. Automated Activity Logging

AI agents capture emails, calls, and meetings from connected tools and log them directly to the correct Salesforce records � no manual entry required.

5. Forecast & Revenue Reporting

AI agents pull deal data from Salesforce, generate revenue forecasts, and build executive-ready reports across your entire pipeline.

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Frequently Asked Questions

Do I need my own developer credentials to use Salesforce with Adopt AI?

No, you can get started immediately using Adopt AI's built-in Salesforce integration. For production use, we recommend configuring your own OAuth credentials for greater control and security.

Can I connect Salesforce with other apps through Adopt AI?

Yes! Adopt AI supports multi-app workflows, so your AI agents can seamlessly move data between Salesforce and billing tools, spreadsheets, messaging platforms, and more.

Is Adopt AI secure?

Absolutely. Adopt AI is SOC 2 Type 2 certified and ISO/IEC 27001 compliant, and adheres to EU GDPR, CCPA, and HIPAA standards. All data is encrypted in transit and at rest, ensuring the confidentiality, integrity, and availability of your data. Learn more here.

What happens if the Salesforce API changes?

Adopt AI maintains and updates all integrations automatically, so your agents always work with the latest API versions no manual maintenance required.

Do I need coding skills to set up the Salesforce integration?

Not at all. Adopt AI's zero-shot API discovery means your agents understand Salesforce's schema on first contact. Setup takes minutes with no code required.

How do I set up custom Salesforce MCP in Adopt AI?

For a step-by-step guide on creating and configuring your own Salesforce OAuth credentials with Adopt AI, see here.