Documentation Index Fetch the complete documentation index at: https://docs.pipeshub.com/llms.txt
Use this file to discover all available pages before exploring further.
Salesforce Toolset CRM integration for accounts, contacts, leads, opportunities, cases, and more
Ready CRM
Overview The Salesforce toolset enables AI agents to interact with your Salesforce CRM — searching and creating records, running SOQL/SOSL queries, managing the sales pipeline, posting to Chatter, and more. It uses OAuth so agents act on behalf of the authenticated user via a Salesforce Connected App.
Key Capabilities
SOQL & SOSL queries - Run structured object queries or full-text searches across any Salesforce objectAccount & Contact management - Search, create, and update accounts and contactsLead & Opportunity management - Manage your pipeline from lead creation through opportunity closeCase management - Create and search support casesProduct catalog - Search products, list price books, and add products to opportunitiesTask management - Create and track activities across any related recordChatter - Read Chatter feeds and post comments or updates on any recordGeneric record CRUD - Get, create, and update any standard or custom Salesforce objectObject metadata - Describe any object to discover its fields and picklist values
Tool Description soql_queryExecute a SOQL query against any Salesforce object sosl_searchExecute a full-text SOSL search across multiple objects
Tool Description get_recordRetrieve a Salesforce record by its ID create_recordCreate a new record for any standard or custom object update_recordUpdate fields on an existing record by ID describe_objectGet field metadata, picklist values, and relationships for an object list_recent_recordsList the most recently viewed records of a given object type
Tool Description search_accountsSearch accounts by name and/or industry create_accountCreate a new Account record
Tool Description search_contactsSearch contacts by name, email, or parent account create_contactCreate a new Contact record
Tool Description search_leadsSearch leads by name, company, or status create_leadCreate a new Lead record
Tool Description search_opportunitiesSearch opportunities by name, stage, or account create_opportunityCreate a new Opportunity record
Tool Description search_casesSearch cases by subject, status, priority, or account create_caseCreate a new Case (support ticket)
Tool Description search_productsSearch the product catalog by name, code, or family create_productAdd a new product to the Salesforce product catalog list_pricebooksList available price books (Pricebook2) add_product_to_opportunityAdd a product line item to an opportunity
Tool Description search_tasksSearch tasks by subject, status, priority, owner, or related record create_taskCreate a new Task activity
Tool Description get_record_chatterGet the Chatter feed (posts, comments, activity) for any record post_chatter_commentReply to an existing Chatter feed item post_chatter_to_recordPost a new top-level Chatter update on a record
Tool Description get_current_userGet the currently authenticated Salesforce user’s profile and org details
Configuration Guide
Step 1: Open Salesforce Setup
Log in to your Salesforce instance and click the gear icon (⚙️) in the top-right navigation bar.
Select Setup from the dropdown menu.
Step 2: Navigate to App Manager
In the Setup search bar, type App Manager and open App Manager .
Click New External Client App in the top-right corner.
Fill in the External Client App Manager form:
External Client App Name — Enter a name, for example PipesHub Salesforce Toolset.API Name — Auto-filled from the app name; leave as-is.Contact Email — Enter your admin email address. Step 4: Enable OAuth and add scopes Scroll down to the API (Enable OAuth Settings) section:
Check Enable OAuth .
Callback URL — Paste the Redirect URI shown in the PipesHub Action configuration dialog (go to Workspace → Actions → Salesforce → + Setup ). It will look like https://your-pipeshub-domain/toolsets/oauth/callback/salesforce.Under OAuth Scopes , move the following from Available to Selected :
Scope Description Manage user data via APIs (api)Full REST API access to Salesforce data Perform requests at any time (refresh_token, offline_access)Allows token refresh without re-authentication Access the identity URL service (id, profile, email, address, phone)Read user identity
Scroll down to the Flow Enablement and Security sections:
Under Flow Enablement , check Enable Authorization Code and Credentials Flow .
Under Security , ensure the following are checked:
Require secret for Web Server Flow Require secret for Refresh Token Flow Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows
Click Save .
Step 6: Copy the Consumer Key and Consumer Secret
After saving, click the Consumer Key and Secret button in the OAuth Settings panel.
On the Consumer Details page, copy:
Consumer Key → this is your Client ID in PipesHub.Consumer Secret → this is your Client Secret in PipesHub.
Copy both values before closing this page. The Consumer Secret cannot be viewed again after you navigate away — you would need to reset it.
Step 7: Find your Salesforce Instance URL Your Instance URL is the base domain shown in your browser’s address bar when you are in Salesforce — for example https://yourcompany.my.salesforce.com.
In PipesHub, go to Workspace → Actions .
Find Salesforce and click + Setup .
In the Action configuration dialog, fill in:
Instance name — A label for this connection (e.g., Salesforce).Salesforce Instance URL — the URL from Step 7.Client ID — the Consumer Key from Step 6.Client Secret — the Consumer Secret from Step 6.
Confirm that the Redirect URI at the top of the dialog matches the Callback URL you entered in Salesforce Step 4.
Click Create .
In the sidebar, open Your Actions under the Personal section.
Select your Salesforce instance — you will see all available actions listed.
Click Authenticate with OAuth in the dialog that appears.
A sign-in popup will open — log in to Salesforce and approve the requested permissions.
Step 10: Add Salesforce to an agent
Go to the Home page and click + next to Agents .
Give the agent a name.
From the Palette , drag the Salesforce toolset block onto the canvas.
Connect it to the Agent node (along with your model, chat input, and chat output), then click Create agent .
FAQ
What's the difference between Salesforce Connector and Salesforce Toolset?
Usage Tips Example: Search for open opportunities in the Qualification stage Example: Create a new lead jane@techcorp.com Example: Post a Chatter update on a deal 
