Salesforce

Overview

Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.

How to automate Salesforce with Sim

1. 01

   Create a free account

   Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.

2. 02

   Add a Salesforce block

   Open a workflow, drag a Salesforce block onto the canvas, and connect your account with one-click OAuth.

3. 03

   Configure, connect, and run

   Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Salesforce automation is live.

Workflow templates

Ready-to-use workflows featuring Salesforce. Click any to build it instantly.

• Salesforce

  CRM knowledge search

  Try this workflow →

• Salesforce→Slack

  Deal pipeline tracker

  Try this workflow →

Supported tools

35 Salesforce tools available in Sim

• Get Accounts

  Retrieve accounts from Salesforce CRM

• Create Account

  Create a new account in Salesforce CRM

• Update Account

  Update an existing account in Salesforce CRM

• Delete Account

  Delete an account from Salesforce CRM

• Get Contacts

  Get contact(s) from Salesforce - single contact if ID provided, or list if not

• Create Contact

  Create a new contact in Salesforce CRM

• Update Contact

  Update an existing contact in Salesforce CRM

• Delete Contact

  Delete a contact from Salesforce CRM

• Get Leads

  Get lead(s) from Salesforce

• Create Lead

  Create a new lead

• Update Lead

  Update an existing lead

• Delete Lead

  Delete a lead

• Get Opportunities

  Get opportunity(ies) from Salesforce

• Create Opportunity

  Create a new opportunity

• Update Opportunity

  Update an existing opportunity

• Delete Opportunity

  Delete an opportunity

• Get Cases

  Get case(s) from Salesforce

• Create Case

  Create a new case

• Update Case

  Update an existing case

• Delete Case

  Delete a case

• Get Tasks

  Get task(s) from Salesforce

• Create Task

  Create a new task

• Update Task

  Update an existing task

• Delete Task

  Delete a task

• List Reports

  Get a list of reports accessible by the current user

• Get Report

  Get metadata and describe information for a specific report

• Run Report

  Execute a report and retrieve the results

• List Report Types

• List Dashboards

  Get a list of dashboards accessible by the current user

• Get Dashboard

  Get details and results for a specific dashboard

• Refresh Dashboard

  Refresh a dashboard to get the latest data

• Run SOQL Query

  Execute a custom SOQL query to retrieve data from Salesforce

• Get More Query Results

  Retrieve additional query results using the nextRecordsUrl from a previous query

• Describe Object

  Get metadata and field information for a Salesforce object

• List Objects

  Get a list of all available Salesforce objects

Frequently asked questions