CRM & Support
Salesforce
CRM — accounts, contacts, opportunities, cases, and SOQL queries.
Command it in chat
Ask the Orbit Assistant about your Salesforce data in plain English — it plans the API calls and answers clearly, not with raw JSON.
Automate it with skills
Put Salesforce inside autonomous skills and playbooks that run on schedules, webhooks, or events — and chain it with your other tools.
Governed by default
Set action policies and member access, require approvals where needed, and review recorded activity. Supported autonomy modes depend on your plan.
6 one-click shortcuts — plus the full API
These cover common tasks. API exploration depends on your plan, vendor permissions and supported endpoints. Workspace simulations use fictional data and may use AI Power. Real actions follow workspace approval policies and vendor limits.
Run SOQL query
soql_query
List open opportunities
list_opportunities
List recent leads
list_leads
Get record
get_record
Create record
create_record
Update record
update_record
Explore before you connect
Explore Salesforce in a workspace with fictional sample data before adding credentials. Workspace simulations may use AI Power; signup may require a beta invite.
Explore in a workspace