Overview
Connect Salesforce to your Taskade workspace to automate CRM workflows. Use automation flows or AI agents to create records, query your data with SOQL, and update existing records across any Salesforce object without leaving Taskade.
Connect & Configure Salesforce
Before you start building with Salesforce, you need to configure the integration.
- Navigate to Workspace โ Automations in your app.
- Click Create to build a new automation.
- You can also prompt EVE to build the automation for you.
- Add a Salesforce action/step.
- Click Connect in the sidebar on the right and authorize Taskade to access your Salesforce account.
- Configure and enable the automation (or continue adding steps).
Your Salesforce data is now available to automations and agents.
Salesforce Actions
Build automation workflows that interact with your Salesforce org. Create records, run SOQL queries, and update existing records across any standard or custom object.
| Action | Description |
|---|---|
| Create Record | Create a new record in any Salesforce object (e.g., Lead, Contact, Account) |
| Find Records by Query | Find records using a SOQL WHERE clause. Returns up to 200 matching records. |
| Update Record | Update an existing record in Salesforce |
Use Salesforce with AI Agents
Your AI agents can call Salesforce actions as tools during conversations, allowing them to create leads, query accounts, and update records on the fly.
Configure Salesforce Tool
- Connect Salesforce to your workspace (see above).
- Open your agent โ Tools tab.
- Enable Automation Actions or add Salesforce as a custom tool.
- The agent will call Salesforce actions automatically when relevant during chat.
Prompt Examples
Your AI agents can use Salesforce actions as tools during conversations:
- "Create a new Lead for John Smith at Acme Corp"
- "Find all Contacts where the Account is 'Enterprise Inc'"
- "Update the opportunity stage to 'Closed Won' for deal OPP-789"
Example Workflows
Here are a few ways to put Salesforce automation into practice:
- Lead capture: When a Form submission arrives โ create a new Lead in Salesforce.
- Pipeline sync: Use a Schedule trigger to query Salesforce for recently won deals and update Taskade projects.
- Sales alerts: Combine Salesforce with Slack to notify your team when new records are created.
Frequently Asked Questions
How do I connect Salesforce to Taskade?
Navigate to Workspace โ Automations, create a new automation, add a Salesforce action, and click Connect to authorize your account.
Can AI agents interact with Salesforce?
Yes. Enable Salesforce as an agent tool and your agents can create records, run SOQL queries, and update existing records during conversations.
Does Taskade support Salesforce triggers?
Salesforce actions are currently available. Use Taskade-native triggers like Schedule or Webhooks to start workflows that interact with Salesforce.