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CRMSalesforceAdvanced

Salesforce API

Access leads, accounts, opportunities, and activities in Salesforce CRM.

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What it does

Enterprise CRM integration for pipeline management, lead scoring writeback, hygiene monitoring, and deal risk detection — the backbone for sales teams on Salesforce.

What data it can access

  • Leads, accounts, and contacts
  • Opportunities and pipeline stages
  • Tasks, events, and email activities
  • Custom fields and record types

What actions it can perform

  • Query and search records (SOQL)
  • Create and update leads/deals
  • Log activities and tasks
  • Bulk API for large data sets

Common AI use cases

Related data sources

Authentication / permission notes

OAuth 2.0 (Connected App)

Privacy considerations

Salesforce holds full customer PII. Use least-privilege connected apps. Sandbox for testing write operations.

Implementation difficulty

Advanced

Documentation

Reference: https://developer.salesforce.com/docs/apis