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A connected Salesforce org gives your agents live Salesforce tools: look up the caller, read their opportunities and cases, and create leads and tasks. Tools run during a conversation or before and after it, and no contact sync is required.

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Available tools

Once connected, these tools appear in your agent’s function menu. Every tool call runs as the Run As user, so its permissions decide what each tool can reach. See use integration tools in an agent for how to add and configure them.

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Required permissions

The Run As user always needs API Enabled; each tool then needs the matching object permission on the user’s profile or permission sets: Field-level security applies on top: reads return only fields the user can see, and updates need Edit on each field they change. A missing permission doesn’t flag the connection; that one tool fails.

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FAQ

No. Tools work as soon as the connection is made, and each tool is bound to the specific connection you pick when configuring it. Contact sync, analysis mapping, and automatic activity logging are separate features you opt into.
Yes. The custom object tools work with any custom object you configure them for, as long as the Run As user has permissions on it. Contact sync is separate and reads only Contact.

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Next steps

Integration tools for prompt agents

Add Salesforce tools to a single- or multi-prompt agent and test them with live requests.

Integration tools in conversation flow

Call Salesforce tools from a function node and branch on the result.

Salesforce contact sync

Import your Contacts, write analysis results back, and log conversations as Tasks.

Dynamic variables

Map tool responses to variables your agent can use later in the conversation.