CRM & Sales179 toolsBrowser login (OAuth), no API keys
Salesforce integration for AI agents
Manage CRM data and workflows
Use it from your agent
One ClawLink account serves every agent you run. Pick the guide for yours, or connect Salesforce once and call the same tools from all of them.
Deeper comparison, failure modes and setup details: Salesforce for AI agents, in depth.
Setup
Connect Salesforce through ClawLink's hosted setup to search CRM records, inspect objects and fields, run SOQL/SOSL queries, and perform a curated set of write actions without custom OAuth setup.
- Auth: Browser login (OAuth), no API keys. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
- Where: the ClawLink dashboard, or ask your agent to connect it.
What your agent can do
Salesforce exposes 179 tools through ClawLink. The 30 most used are listed here; your agent sees all of them.
| Tool | What it does | Kind |
|---|---|---|
salesforce_send_email | Send an email through Salesforce | Write |
salesforce_execute_sosl_search | Execute a SOSL search to search across multiple Salesforce objects | Read |
salesforce_get_a_batch_of_records | Retrieve multiple Salesforce records in a single request with customizable field selection | Read |
salesforce_get_account | Retrieves a specific account by ID from Salesforce, returning all available fields | Read |
salesforce_get_all_custom_objects | Retrieves all Salesforce objects (standard and custom) with detailed metadata | Read |
salesforce_get_all_fields_for_object | Retrieves all fields (standard and custom) for a Salesforce object with complete metadata | Read |
salesforce_get_all_navigation_items | Gets all navigation items (tabs) that the user has access to | Read |
salesforce_get_api | Discover available REST API resources for a specified Salesforce API version | Read |
salesforce_get_app | Get metadata about a specific Salesforce app by ID | Read |
salesforce_get_apps | Get metadata for all apps a user has access to | Read |
salesforce_get_campaign | Retrieves a specific campaign by ID from Salesforce, returning all available fields | Read |
salesforce_get_chatter_resources | Access Chatter resources directory | Read |
salesforce_get_child_records | Get child records for a specified parent record and child relationship name | Read |
salesforce_get_compact_layouts | Retrieve compact layout information for multiple Salesforce objects | Read |
salesforce_get_composite_resources | Retrieve a list of available composite resources in Salesforce | Read |
salesforce_get_composite_sobjects | Retrieves multiple records of the same object type by IDs with a request body | Read |
salesforce_get_consent_action | Retrieve aggregated consent preferences across multiple records for a specific action | Read |
salesforce_get_contact | Retrieves a specific contact by ID from Salesforce, returning all available fields | Read |
salesforce_get_contact_by_id | Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact | Read |
salesforce_get_dashboard | Gets detailed metadata for a specific dashboard including its components, layout, and filters | Read |
salesforce_get_file_content | Returns the binary content of a Salesforce file, including references to external files | Read |
salesforce_get_file_information | Retrieve comprehensive metadata and information about a specified file in Salesforce | Read |
salesforce_get_file_shares | Returns information about the objects with which the specified file has been shared | Read |
salesforce_get_global_actions | Retrieve actions displayed in the Salesforce Global Actions menu with metadata | Read |
salesforce_get_job_failed_record_results | Retrieve failed records from a Salesforce Bulk API 2.0 ingest job | Read |
salesforce_get_job_successful_record_results | Retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job | Read |
salesforce_get_job_unprocessed_record_results | Retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job | Read |
salesforce_get_last_selected_app | Retrieves the app the current user last selected or the app the user sees by default | Read |
salesforce_get_lead | Retrieves a specific lead by ID from Salesforce, returning all available fields | Read |
salesforce_get_list_view_actions | Retrieve header actions on list views | Read |