Skip to content

Salesforce + VectorLumira

Query, create and update any standard or custom object. Use Salesforce in agents, workflows and chat, connected in one click.

Connect SalesforceConnector docs

Actions

Tools agents and workflows can call

  • Create recordsalesforce.create_record
  • Update recordsalesforce.update_record
  • Search recordssalesforce.search_records
  • Create dealsalesforce.create_deal
  • Log activitysalesforce.log_activity
  • Add notesalesforce.add_note

Triggers

Events that start a workflow

  • New recordsalesforce.new_record
  • Record updatedsalesforce.record_updated
  • Deal stage changedsalesforce.deal_stage_changed
  • New bookingsalesforce.new_booking

Ask about Salesforce in plain English.

In VectorLumira Chat, @Salesforce brings every Salesforce tool into the conversation. Changes are shown for approval before they happen.

@Salesforce search records from this week and summarize what needs my attention.

salesforce.search_records

Templates using Salesforce

Workflow

Meeting Notes to Actions

Turns recordings into notes, tasks and CRM updates.

Agent

CRM Hygiene

Finds stale deals and missing fields and fixes what it can.

More in CRM & Sales

Start building today.

From $5 per user per month. Bring your own models. Connect everything in one click.

Get startedTalk to sales