Salesforce
Connect SVAHNAR to your Salesforce org to give agents the ability to query, create, and update CRM records.
What Agents Can Do
| Capability | Description |
|---|---|
| Query Records | Run SOQL queries to retrieve accounts, contacts, leads, opportunities |
| Create Records | Create new CRM objects (contacts, leads, cases, etc.) |
| Update Records | Modify existing record fields |
| Search | Search across Salesforce objects |
Connecting Salesforce
Open Connections
Go to the Connections page in the SVAHNAR Platform.
Log In and Authorize
Log in to your Salesforce org and click Allow to grant SVAHNAR access.
Sandbox vs Production
Salesforce authorization defaults to your production org. If you want to connect a Sandbox, contact support — sandbox authorization uses a different endpoint (https://test.salesforce.com).
Confirm Connection
The popup closes. The Salesforce card updates to Connected.
Using Salesforce in an Agent
agent.yaml
create_agent_network:
agent-1:
agent_name: "CRM_Assistant"
LLM_config:
params:
model: "gpt-5"
tools:
tool_assigned:
- name: Salesforce
agent_function:
- "Help the user look up Salesforce accounts and contacts, and create new leads."
incoming_edge:
- Start
outgoing_edge: []
For detailed tool configuration, see the Salesforce Tool reference.
Permissions Requested
| Scope | Purpose |
|---|---|
api | Access Salesforce data via the REST API |
refresh_token | Maintain persistent access |
openid | Authenticate your identity |
Disconnect
Click Disconnect on the Salesforce card. SVAHNAR calls Salesforce's revocation endpoint and deletes the stored token.