Salesforce integration

CRM · 16 actions · OAuth or Bearer token auth

Salesforce CRM integration: SOQL/SOSL queries, record CRUD, and convenience helpers for Accounts, Contacts, Leads, Opportunities, Tasks, Cases, and Campaign membership.

Put Salesforce to work View Salesforce integration docs

Overview

The ModuleX Salesforce integration lets a ModuleX agent operate Salesforce on your behalf — running create, update and remove actions across soql queries, sosl searches and records — directly from a plain-English request, using your organization's own Salesforce credentials. No pre-built workflow is required: the agent picks the right Salesforce action for the task.

Salesforce is a crm platform. ModuleX adds the agent layer: ask for an outcome and it selects and runs the right Salesforce action — or, when you want a repeatable process, the composer assembles a Salesforce workflow for you, streaming the nodes onto the canvas as it builds.

Ask the assistant

Drive Salesforce in plain English

Type what you want. A ModuleX agent picks the right Salesforce action — or chains several — and runs it. No workflow to build.

Generic create — works for any object type
resolves tocreate_record
Find the record I describe and update it
resolves toget_recordupdate_record
DELETE a record by object type + ID
resolves todelete_record
Show me the objects that match what I describe
resolves tolist_objects

Use cases

What you can automate with Salesforce

Find the right record and update it in one promptget_recordupdate_record
Create an account straight from a requestcreate_account
Add a contact to campaign on the flyadd_contact_to_campaign
Pull a list of objects for a reportlist_objects

At a glance

Salesforce integration at a glance

VendorSalesforce

CategoryCRM

Actions available16

AuthenticationOAuth or Bearer token

Uses your own credentialsYes

Works with the assistantYes

Works in the composerYes

Multi-step / tool-chainingYes

Technical referenceView docs

Integration version1.0.0

Last updatedJun 2026

Reference

All 16 Salesforce actions

Soql Queries1

soql_query

Execute a SOQL query (Salesforce Object Query Language)

Sosl Searches1

sosl_search

Execute a SOSL cross-object search

Records4

get_record

Get a record by object type + ID

create_record

Generic create — works for any object type

update_record

PATCH an existing record

delete_record

DELETE a record by object type + ID

Accounts1

create_account

Create an Account record

Contacts1

create_contact

Create a Contact record

Leads1

create_lead

Create a Lead record

Opportunities1

create_opportunity

Create an Opportunity record

Tasks1

create_task

Create a Task record

Cases1

create_case

Create a Case record (support ticket)

Contact to Campaigns1

add_contact_to_campaign

Create a CampaignMember linking a Contact to a Campaign

Lead to Campaigns1

add_lead_to_campaign

Create a CampaignMember linking a Lead to a Campaign

Objects2

describe_object

Describe an object type's fields + capabilities

list_objects

List all queryable Salesforce objects in the org

See full parameters and response schemas in the Salesforce integration docs

Two ways

Two ways to use Salesforce in ModuleX

Ask the assistantType what you want done and a ModuleX agent picks the right Salesforce action and runs it — no workflow to build.

Compose a workflowNeed it to happen every time? Describe the process and the composer wires Salesforce into a repeatable workflow you can run on a schedule, from chat, or as an API.

Security

Connecting Salesforce

OAuthSalesforce uses OAuth. You connect your Salesforce account once; ModuleX stores the access token encrypted and scoped to your organization, so your team shares a single secure connection.

Bearer tokenSalesforce uses bearer-token authentication. You provide a Salesforce access token; ModuleX encrypts it and scopes it to your organization so the whole team can use Salesforce.

Step-by-step setup in the Salesforce docs

Pairs well with Salesforce

Agents often chain Salesforce with these — connect them once and the agent can use all of them in a single task.

HubSpot26 actions

Pipedrive26 actions

Microsoft Dynamics 365 Sales11 actions

Bloomerang3 actions

Insightly2 actions

Apollo.io28 actions

FAQ

Salesforce + ModuleX FAQ

A ModuleX agent can run any of Salesforce's 16 actions — across soql queries, sosl searches, records and accounts — from a plain-English request, using your organization's own Salesforce credentials.

No. The agent selects the right Salesforce action from your prompt. A workflow is only needed when you want a repeatable process — and the composer builds that for you from a description.

Through OAuth — you connect your Salesforce account once and ModuleX stores the token encrypted, scoped to your organization.

16, spanning soql queries, sosl searches, records and accounts.

Salesforce runs on your own credentials, so any Salesforce usage is billed by Salesforce directly. ModuleX meters the agent run — and if you connect your own model keys, there's no ModuleX markup on model usage.

Put Salesforce to work in ModuleX.

Connect Salesforce once with your own credentials and let your agent run all 16 actions on demand.

Put Salesforce to work View technical docs

Last updated: Jun 2026Browse all 175 integrations →