Salesforce
Service domainCRM
Arcade Optimized
Arcade tools designed for LLMs to interact with Salesforce
17tools
17require secrets
Arcade's Salesforce toolkit lets LLMs interact with a Salesforce org to read, create, update, and convert CRM records on behalf of an authenticated user.
Capabilities
- Identity & context — Retrieve the authenticated user's profile and org details to establish session context before other operations.
- Lead lifecycle — Create, search, update, and convert leads; conversion produces linked Contact, Account, and Opportunity records and handles already-converted leads gracefully.
- Contact & account management — Create contacts, search them by keyword/account/title, and fetch full account records (with up to 10 related contacts, leads, notes, calls, opportunities, tasks, emails, and events).
- Opportunity (deal) pipeline — Create, search, update, and retrieve opportunities with enriched data including contact roles, line items, open tasks, and recent notes; supports org-validated picklist fields (stage, lead source, type).
- Activity tracking — Log completed calls, create future tasks/reminders, update task fields (including marking complete), and list your assigned tasks with optional overdue filtering.
OAuth
This toolkit uses OAuth 2.0 via Salesforce. See the Salesforce auth provider docs for setup details.
Secrets
-
SALESFORCE_ORG_SUBDOMAIN— The subdomain of your Salesforce org's instance URL (e.g.,mycompanyfrommycompany.my.salesforce.com). Find this in Salesforce Setup → Company Information or by inspecting the URL after logging in. Required so the toolkit directs API calls to the correct org instance. -
SALESFORCE_MAX_CONCURRENT_REQUESTS— An integer cap on the number of simultaneous API requests the toolkit will issue against the Salesforce API. Tune this to stay within your org's Salesforce API rate and concurrency limits, which vary by edition and license type.
See Arcade tool secrets docs for how to configure secrets, and https://api.arcade.dev/dashboard/auth/secrets to manage them in the Arcade dashboard.
Available tools(17)
17 of 17 tools
Operations
Behavior
| Tool name | Description | Secrets | |
|---|---|---|---|
Converts 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. | 1 | ||
Creates a contact in Salesforce. | 1 | ||
Creates a new lead in Salesforce.
Use this when someone is a potential customer but isn't yet associated with
an existing account. For contacts under existing accounts, use create_contact. | 1 | ||
Creates 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. | 1 | ||
Creates a task (follow-up, reminder, to-do) in Salesforce.
Use this for future actions like reminders, follow-ups, or to-do items.
For logging a completed phone call, use LogACall instead. | 1 | ||
Gets 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. | 1 | ||
Searches for accounts in Salesforce and returns 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. | 1 | ||
Gets a single opportunity with enriched related data: contact roles, line items,
open tasks, and recent notes. | 1 | ||
Lists 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. | 1 | ||
Logs a completed phone call as an activity in Salesforce.
Use this to record calls that already happened. For future follow-up actions,
use CreateTask instead. | 1 | ||
Searches 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. | 1 | ||
Searches 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. | 1 | ||
Searches 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. | 1 | ||
Updates 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. | 1 | ||
Updates 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). | 1 | ||
Updates fields on an existing task. Only provided fields are changed.
Use status='Completed' to mark a task as done. | 1 | ||
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. | 1 |
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