Salesforce
Integrate with Salesforce CRM for sales automation.
Connect Lattice to Salesforce to automate lead management, update records, and trigger workflows based on CRM events.
Authentication
Lattice uses OAuth 2.0 to connect to your Salesforce org. You'll need admin permissions to authorize the connection.
Available Actions
- Query records (SOQL)
- Create/Update/Delete records
- Run reports
- Trigger flows
- Subscribe to events
Example: Lead Enrichment
javascript
const enrichedLead = await agent.tools.salesforce.query(
`SELECT Id, Name, Company FROM Lead WHERE Id = '${leadId}'`
);
// Update with enriched data
await agent.tools.salesforce.update('Lead', leadId, {
Industry: enrichedData.industry,
Employee_Count__c: enrichedData.employees
});