10. Salesforce Tool

Overview

Generic CRUD connector to Salesforce, allowing AEX agents to interact with standard and custom CRM objects.

Key capabilities

  • Create and update Salesforce records.
  • Retrieve records by ID.

  • Delete records where appropriate.

Functions

  • create_record – Creates a record in Salesforce.
  • get_record – Retrieves a record from Salesforce by ID.
  • update_record – Updates a record in Salesforce by ID.

  • delete_record – Deletes a record in Salesforce by ID.

Configuration

  • Secrets: SALESFORCE_CLIENT_ID, SALESFORCE_CLIENT_SECRET, SALESFORCE_REFRESH_TOKEN

  • Config: SALESFORCE_API_URL

Typical AEX use cases

  • Creating cases or leads from IT/HR conversations.

  • Updating CRM data when support workflows complete.