Performs a parameterized search across multiple Salesforce objects (Account, Contact, etc.) with specified fields and limits using the Salesforce REST API.
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The Salesforce Parameterized Search integration connects your workflows directly to Salesforce, enabling your team to automate a critical CRM operation without switching between tools or updating records manually. Performs a parameterized search across multiple Salesforce objects with specified fields and limits. Once configured, this action can be triggered automatically based on events, schedules, or custom conditions you define. It runs seamlessly in the background, keeping your Salesforce data accurate and your team focused on higher-value work instead of repetitive manual updates.
Targeted multi-object search provides precise results with controlled output. This tool performs a parameterized search across multiple Salesforce objects like Accounts and Contacts, with specified field selections and result limits. It is ideal for building search features in custom applications where you need structured, predictable results rather than the broader output of a general SOSL search. This integration is designed to fit naturally into your existing processes, reducing friction and improving the overall reliability of your Salesforce data.
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.
Converts a Salesforce lead to an account, contact, and optionally an opportunity using the standard convertLead action.
Retrieves all opportunities associated with a specific Salesforce account using the account ID.
Creates a new Opportunity record in Salesforce with details including account, stage, close date, amount, and other sales information.
Creates a new lead record in Salesforce with contact information, company details, and lead qualification data.
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.
Describe an object or get metadata about an object in salesforce
Retrieves catalog products from Salesforce Commerce API with specified product contexts, fields, and retrieval type.
Executes a Salesforce Object Search Language (SOSL) query to search across multiple objects and fields, returning matching Account and Contact records.
Retrieves recent list views for a specific Salesforce object type with an optional limit parameter.
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.
Retrieves metadata description for the Salesforce Opportunity object including fields, record types, and object properties.
Creates a new Account record in Salesforce with company details including contact information, billing address, and business metrics.
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.
Updates a Salesforce Lead record with new field values such as status, title, phone, rating, and description.
Updates a contact record in Salesforce by patching specific fields like title, email, phone, and department using the contact ID.
Queries Salesforce Account data including related Contacts and open Opportunities for a specific account ID using SOQL query.
Queries Salesforce to retrieve opportunity line items including product details for a specific opportunity ID using SOQL.
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.
Retrieves the log file content for a specific EventLogFile record from Salesforce using the record ID.
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.
Retrieves multiple Salesforce Account records by their IDs using the composite API, returning specified fields for each account.
Queries Salesforce to retrieve product names, selling model IDs, and product IDs from ProductSellingModelOption, grouped by product name, product ID, and selling model ID.
Deletes a contact record from Salesforce using the contact ID.
Retrieves the metadata and schema description for the Account object in Salesforce, including all fields, relationships, and object properties.
Resets the password for a Salesforce Self Service User by user ID.
Retrieves account information from Salesforce using the account ID. Optionally, specific fields can be requested via query parameters.
Queries Salesforce to retrieve opportunity contact roles including contact details and role information for a specific opportunity.
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).
Deletes an Opportunity record from Salesforce using the Opportunity ID.
Searches Salesforce knowledge articles using SOSL query method through the App channel. Returns knowledge articles matching the specified search query.
Executes a SOQL query against Salesforce to retrieve records. Supports filtering, ordering, and pagination using query locators.
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.
Updates an existing Salesforce Opportunity record with new stage, amount, close date, probability, and next step information.
Retrieves results from a specific list view for a Salesforce object using the Salesforce REST API.
Retrieves Lightning usage metrics by app type from Salesforce Data API v64.0.
Retrieves compact layouts for specified Salesforce objects using the Salesforce REST API.
Creates a new LightningToggleMetrics record in Salesforce using the REST API.
Creates a new contact record in Salesforce with personal information, address details, and account association.
Retrieves metadata and describe information for a specific Account object list view in Salesforce, including columns, filters, and scope details.
Retrieves a list of deleted Account records from Salesforce within a specified date range.
Searches Salesforce records using SOSL (Salesforce Object Search Language) query across all fields and returns specified object fields.
Searches Salesforce objects using SOSL (Salesforce Object Search Language) to find Opportunities with specified fields including Id, Name, StageName, Amount, CloseDate, and AccountId.
Updates an existing Salesforce account record with new details including phone, industry, annual revenue, description, and website information.
Creates multiple Salesforce records (Account, Contact, Opportunity) in a single transaction using the Composite API with cross-referencing between records.
Retrieves all contacts associated with a specific Salesforce account using the account ID and bearer token authentication.
Retrieves metadata and field information for a specific list view of a Salesforce object using the Salesforce REST API.
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.
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.
Deletes multiple Salesforce objects (sObjects) in a single request using their IDs. The allOrNone parameter controls whether the operation should be atomic.
Retrieves opportunity information from Salesforce, optionally filtered by specific fields using the Salesforce REST API.
Retrieves a list of Account IDs that have been updated within a specified date range from Salesforce.
Retrieves a list of available Salesforce API versions and their corresponding resource URLs.
Retrieves Lightning Usage By Browser Metrics data from Salesforce using the REST API v64.0.
Deletes a Lead record from Salesforce using the Salesforce REST API.
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.
Updates an existing Salesforce Opportunity record with new stage, probability, and close date information.
Retrieves a list of Lead IDs that have been updated within a specified date range from Salesforce.
Executes a SOQL query to retrieve Opportunity records from Salesforce with flexible filtering and sorting options
Retrieves approval layout information for a specific approval process on the Salesforce Account object
Creates a new opportunity line item in Salesforce by associating a product with an opportunity, including quantity, unit price, and description.
Retrieves the event schema for a custom platform event object in Salesforce, returning the schema definition including field types and metadata.
Retrieves a Lead record from Salesforce by ID, optionally specifying which fields to return.
Creates multiple Salesforce Opportunity records in a single API call using the composite sobjects endpoint.
Creates multiple Contact records in Salesforce using the composite API to perform batch operations in a single request.
Queries Salesforce EventLogFile objects to retrieve event log file records, ordered by last modified date in descending order with a configurable limit.
Retrieves metadata describing the Contact object in Salesforce, including field definitions, picklist values, and object properties.
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.
Retrieves all list views for a specified Salesforce object type using the Salesforce REST API.
Retrieves data category groups for a specified sObject (KnowledgeArticleVersion) from Salesforce support API.
Retrieves all list views for the Account object in Salesforce using the REST API.
Deletes a Salesforce account record by account ID using the Salesforce REST API.
Retrieves a list of Contact IDs that have been updated within a specified date range from Salesforce.
Retrieves details of a specific Salesforce Contact record by its unique Contact ID using the Salesforce REST API.
Updates a Salesforce Opportunity record with new field values such as stage name and loss reason.
Retrieves metadata describing the Lead object in Salesforce, including field definitions, relationships, and object properties.
Submits a record for approval in Salesforce, specifying the action type, context ID, comments, and next approver IDs.
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.
