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Salesforce Toolset

CRM integration for accounts, contacts, leads, opportunities, cases, and more

ReadyCRM

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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.

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Key Capabilities

  • SOQL & SOSL queries - Run structured object queries or full-text searches across any Salesforce object
  • Account & Contact management - Search, create, and update accounts and contacts
  • Lead & Opportunity management - Manage your pipeline from lead creation through opportunity close
  • Case management - Create and search support cases
  • Product catalog - Search products, list price books, and add products to opportunities
  • Task management - Create and track activities across any related record
  • Chatter - Read Chatter feeds and post comments or updates on any record
  • Generic record CRUD - Get, create, and update any standard or custom Salesforce object
  • Object metadata - Describe any object to discover its fields and picklist values

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Available Tools

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Query Tools

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Generic Record Tools

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Account Tools

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Contact Tools

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Lead Tools

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Opportunity Tools

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Case Tools

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Product & Pricebook Tools

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Task Tools

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Chatter Tools

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User Tools

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Configuration Guide

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Step 1: Open Salesforce Setup

  1. Log in to your Salesforce instance and click the gear icon (⚙️) in the top-right navigation bar.
  2. Select Setup from the dropdown menu.
Salesforce gear icon with Setup menu open

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Step 2: Navigate to App Manager

  1. In the Setup search bar, type App Manager and open App Manager.
  2. Click New External Client App in the top-right corner.
Lightning Experience App Manager with New External Client App button

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Step 3: Fill in basic information

Fill in the External Client App Manager form:
  1. External Client App Name — Enter a name, for example PipesHub Salesforce Toolset.
  2. API Name — Auto-filled from the app name; leave as-is.
  3. Contact Email — Enter your admin email address.
External Client App Manager basic information form

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Step 4: Enable OAuth and add scopes

Scroll down to the API (Enable OAuth Settings) section:
  1. Check Enable OAuth.
  2. 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.
  3. Under OAuth Scopes, move the following from Available to Selected:
Enable OAuth with Callback URL and selected OAuth scopes

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Step 5: Configure flow enablement and security

Scroll down to the Flow Enablement and Security sections:
  1. Under Flow Enablement, check Enable Authorization Code and Credentials Flow.
  2. 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
  3. Click Save.
Flow Enablement and Security settings

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Step 6: Copy the Consumer Key and Consumer Secret

  1. After saving, click the Consumer Key and Secret button in the OAuth Settings panel.
  2. On the Consumer Details page, copy:
    • Consumer Key → this is your Client ID in PipesHub.
    • Consumer Secret → this is your Client Secret in PipesHub.
OAuth Settings panel with Consumer Key and Secret button
Consumer Details page showing Consumer Key and Consumer Secret
Copy both values before closing this page. The Consumer Secret cannot be viewed again after you navigate away — you would need to reset it.

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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.
Browser address bar highlighting the Salesforce instance URL

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Step 8: Configure the Salesforce toolset in PipesHub

  1. In PipesHub, go to Workspace → Actions.
  2. Find Salesforce and click + Setup.
  3. 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.
  4. Confirm that the Redirect URI at the top of the dialog matches the Callback URL you entered in Salesforce Step 4.
  5. Click Create.
PipesHub Action configuration dialog for Salesforce

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Step 9: Authenticate the toolset

  1. In the sidebar, open Your Actions under the Personal section.
  2. Select your Salesforce instance — you will see all available actions listed.
  3. Click Authenticate with OAuth in the dialog that appears.
  4. A sign-in popup will open — log in to Salesforce and approve the requested permissions.
Your Actions page for Salesforce with Authenticate with OAuth button

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Step 10: Add Salesforce to an agent

  1. Go to the Home page and click + next to Agents.
  2. Give the agent a name.
  3. From the Palette, drag the Salesforce toolset block onto the canvas.
  4. Connect it to the Agent node (along with your model, chat input, and chat output), then click Create agent.
Agent builder canvas with Salesforce toolset connected to the Agent node

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FAQ

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Usage Tips

Example: Search for open opportunities in the Qualification stage
Ask your agent to find all opportunities currently in the Qualification stage Example: Create a new lead
Ask to create a lead for Jane Doe from TechCorp with email jane@techcorp.com Example: Post a Chatter update on a deal
Ask to post “Proposal sent — waiting on legal review” on the Chatter feed of the Acme Enterprise opportunity