# PromptRails + Salesforce Integration

Source: https://0.0.0.0:8080/integrations/salesforce

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[All Integrations](/integrations)

![Salesforce](/images/logos/salesforce.png)

# Salesforce

CRM

Integrate Salesforce CRM for powerful SOQL queries, record management, and automation. Access accounts, contacts, opportunities, leads, and custom objects through your agents.

## How to Connect

1.  1Go to the MCP Templates marketplace.
2.  2Find the Salesforce template.
3.  3Enter your Salesforce OAuth credentials.
4.  4Add the template to your agent.

## Available Tools

`sf_run_query`

Execute a SOQL query against Salesforce

`sf_search`

Execute a SOSL global search against Salesforce

`sf_describe_object`

Describe a Salesforce object's fields, relationships, and metadata

`sf_list_objects`

List all available Salesforce SObject types

`sf_get_record`

Get a Salesforce record by ID with optional field selection

`sf_create_record`

Create a new Salesforce record

`sf_update_record`

Update an existing Salesforce record

`sf_delete_record`

Delete a Salesforce record by ID

`sf_get_recent_records`

Get recently viewed Salesforce records

`sf_create_task`

Create a new Task in Salesforce

`sf_send_email`

Send a simple email via Salesforce

`sf_run_report`

Run a Salesforce report by ID and return results

`sf_list_reports`

List all available Salesforce reports

`sf_list_dashboards`

List all available Salesforce dashboards

[Documentation](/docs/mcp-tools)[Salesforce API Reference](https://developer.salesforce.com/docs/apis)

[Get Started](https://app.promptrails.ai)