Overview
Connect your Salesforce org to Taskade to automate CRM workflows, sync customer data with your projects, and build AI-powered sales apps.
📋 In This Article
Overview
Connect & Configure
Salesforce Triggers
Salesforce Actions
Use Salesforce with AI Agents
Configure Salesforce Tool
Prompt Examples
Example Workflows
Frequently Asked Questions
Connect & Configure
Before you start building with Salesforce, you need to configure the integration.
Navigate to Workspace → Automations in your app.
Click Create to build a new automation.
You can also prompt EVE to build the automation for you.
Add a Salesforce trigger / action/step.
Click Connect in the sidebar on the right and authorize Taskade.
If you have multiple orgs, select the org you want to connect.
Configure and enable the automation (or continue adding steps).
Your Salesforce data is now available to automations and agents.
Salesforce Triggers
🚧 Coming soon: Salesforce triggers are currently in development.
Salesforce Actions
Build comprehensive CRM workflows with Salesforce actions. Create records, run SOQL queries, and manage data using automations or AI agents.
Action | Description |
Create Record | Create a new record in any Salesforce object |
Update Record | Modify an existing record's fields by ID |
Get Record | Retrieve a specific record by ID |
Query Records (SOQL) | Run a SOQL query to search and filter records |
Delete Record | Remove a record from a Salesforce object by ID |
Use Salesforce with AI Agents
Your AI agents can call Salesforce actions as tools during conversations, allowing them to query records, retrieve deal data, and respond with live CRM information.
Configure Salesforce Tool
Connect Salesforce to your workspace (see above).
Open your agent → Tools tab.
Enable Automation Actions or add Salesforce as a custom tool.
The agent will call Salesforce actions automatically when relevant during chat.
Prompt Examples
Your AI agents can use Salesforce actions as tools during conversations:
User: "Which deals are closing this month?"
Agent → salesforce.query("SELECT Name, Amount FROM Opportunity WHERE CloseDate = THIS_MONTH") → 6 records
Agent: "You have 6 deals closing this month totaling $142,500."
Example Workflows
Here are a few ways to put Salesforce automation into practice. Mix and match actions and AI agents to fit your org's workflow.
Lead Capture
Trigger: New form submission (webhook)
→ Action: Salesforce Create Record (Lead)
→ Action: Notify sales rep via Slack
→ Action: Create follow-up task in Taskade
Deal Sync
Trigger: Schedule (every hour)
→ Action: Salesforce Query Records (open opportunities)
→ Action: Update Taskade pipeline project
→ Action: Alert if deal amount exceeds threshold
Data Enrichment
Agent trained on company knowledge base
→ Custom tool: Salesforce Get Record
→ Custom tool: Salesforce Update Record
→ Enrich leads with industry and company data
Reporting
Trigger: Schedule (weekly)
→ Action: Salesforce Query Records (closed-won this week)
→ Action: Generate sales report in Taskade
→ Action: Share report via email
Frequently Asked Questions
Can I connect multiple Salesforce orgs?
Yes. Connect each org separately in your workspace automations.
What authentication method does Salesforce use?
Taskade connects to Salesforce via OAuth 2.0. You'll authorize access through Salesforce's standard login flow.
Is there a rate limit?
Taskade respects Salesforce's API rate limits. High-volume orgs may want to use scheduled triggers instead of real-time triggers to stay within limits.
Learn more about automation workflows in Automations: The Execution Pillar.
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🧬 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact