Interact with Salesforce CRM or trigger workflows from Salesforce events.
Salesforce is a Sim integration in the Sales category. Sim is the AI workspace where teams build and deploy AI agents. Sim's Salesforce integration provides 40 tools and 6 triggers that AI agents can use inside Sim's visual workflow builder. Salesforce connects with one-click OAuth. Free to start at sim.ai.
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Integrate Salesforce CRM into your workflow. Automate your CRM by managing accounts, contacts, leads, opportunities, cases, and tasks, all with powerful workflow automation. Use Sim’s AI agents to keep your Salesforce data in sync, automate follow-ups, and eliminate manual CRM work.
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Open your workspace, drag a Salesforce block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Salesforce automation is live.
Connect a Salesforce webhook to Sim and your agent runs the instant an event happens, no polling, no delay. For example, trigger a workflow when a new Salesforce record is created or an opportunity stage changes, and let Sim handle the automation immediately.
Trigger workflow when a Salesforce record is created
Trigger workflow when a Salesforce record is updated
Trigger workflow when a Salesforce record is deleted
Trigger workflow when an opportunity stage changes
Trigger workflow when a case status changes
Trigger workflow on any Salesforce webhook event
Ready-to-use templates featuring Salesforce. Click any to build it instantly.
40 Salesforce tools available to Sim agents.
Retrieve accounts from Salesforce CRM
Create a new account in Salesforce CRM
Update an existing account in Salesforce CRM
Delete an account from Salesforce CRM
Get contact(s) from Salesforce - single contact if ID provided, or list if not
Create a new contact in Salesforce CRM
Update an existing contact in Salesforce CRM
Delete a contact from Salesforce CRM
Retrieve lead(s) from Salesforce CRM
Create a new lead
Update an existing lead
Delete a lead
Get opportunity(ies) from Salesforce
Create a new opportunity
Update an existing opportunity
Delete an opportunity
Get case(s) from Salesforce
Create a new case
Update an existing case
Delete a case
Get task(s) from Salesforce
Create a new task
Update an existing task
Delete a task
Get a list of up to 200 recently viewed reports for the current user
Get the describe (definition and metadata) for a specific report
Execute a report and retrieve the results
Get a list of available report types
Get a list of recently used dashboards for the current user
Get details and results for a specific dashboard
Refresh a dashboard to get the latest data
Execute a custom SOQL query to retrieve data from Salesforce
Retrieve additional query results using the nextRecordsUrl from a previous query
Get metadata and field information for a Salesforce object
Get a list of all available Salesforce objects
Create a custom field on a Salesforce object (e.g., Account) using the Tooling API
Update an existing custom field on a Salesforce object using the Tooling API
Delete a custom field from a Salesforce object using the Tooling API
Create a custom object in Salesforce using the Tooling API
Execute a SOQL query against the Tooling API to inspect metadata objects
Sim's Salesforce integration adds 40 tools and 6 triggers to the AI agents you build in Sim's visual workflow builder. Interact with Salesforce CRM.
