Salesforce
Connect Salesforce to Orqestr and let your AI agents query records, update opportunities, automate data entry, and orchestrate complex sales operations across your CRM.
What your agents can do with Salesforce
- Query records with SOQL
- Create and update objects
- Manage opportunities and accounts
- Search across all objects
- Run reports and dashboards
Use cases
Opportunity management
Agents monitor deal stages, update forecasts, alert managers to stalled opportunities, and suggest next-best actions.
Data hygiene automation
Agents scan for duplicate records, missing fields, and stale data, then clean and enrich your Salesforce org automatically.
Cross-system sync
Keep Salesforce in sync with your marketing tools, support desk, and billing system with agents handling bi-directional updates.
How it works
Connect
Connect Salesforce to your Orqestr project in one click
Configure agents
Grant agent access and configure permissions per capability
Execute
Agents use Salesforce as part of orchestrated, multi-step workflows
Related integrations
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