Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that enables businesses to manage sales, customer service, marketing, and enterprise operations. The REST API provides programmatic access to Salesforce data, allowing seamless integration with external systems and applications.

This integration enables AI agents to query and manipulate Salesforce records, retrieve customer and account information, manage leads and opportunities, and automate business processes through the unified REST API interface.

Capabilities

• Create, read, update, and delete records (Accounts, Contacts, Leads, Opportunities)
• Query records using SOQL (Salesforce Object Query Language)
• Access custom objects and fields
• Manage files and attachments
• Work with standard and custom metadata
• Execute batch operations for bulk data manipulation
• Access reports and dashboards
• Monitor real-time events with Pub/Sub API

Resources

• Official REST API Documentation
• API Reference
• API Library