Salesforce
Sales Cloud CRM. Agents query and search accounts, contacts, leads, opportunities and cases, create and update records, log tasks and calls, post to a record's Chatter feed and send email.
- Category
- CRM & sales
- Ways to connect
- 2
- Actions for agents
- 9
- Triggers
- 3
Ways to connect
A company admin connects Salesforce from the Integrations page in Everdeck. Keys, tokens and secrets are encrypted before they're stored, and the connection's Test button checks it works before any agent uses it.
Every way in uses an app you create with Salesforce, so access stays under your control. The setup guide walks you through it.
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Your External Client App (sign in as a user) Your OAuth app
Create an OAuth app of your own with Salesforce, paste its client ID and secret into Everdeck, then sign in to Salesforce and approve access. Access runs through your own app, never one Everdeck shares with other customers.
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Your External Client App (integration user, no sign-in) Your OAuth app
Create an app of your own with Salesforce and paste its credentials into Everdeck. The connection then works without anyone signing in.
What agents can do with Salesforce
An agent can only use the actions its charter grants. Each action has a risk tier, and the tier decides whether it runs on its own, asks first or always asks a person.
Runs on its own 8
Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.
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Query records (SOQL) Tier 0 · Read Outside content
Run a SOQL query, for example SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE IsClosed = false ORDER BY CloseDate LIMIT 20. Select only the fields you need and always add LIMIT. Relationship fields work (Account.Name). Results respect the connected user's sharing. Datetimes in WHERE use 2026-10-08T09:00:00Z or relative literals like LAST_N_DAYS:7.
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Search records Tier 0 · Read Outside content
Free-text search across objects (names, emails, phone numbers and other text fields), like the global search box. Returns matching records with Id, type and the requested fields. Search results can lag recent changes by a few minutes; use query for exact lookups.
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Read a record Tier 0 · Read Outside content
Read one record by object name and Id, optionally only some fields.
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Describe an object Tier 0 · Read Outside content
List an object's fields: API name, label, type, whether it is required or editable, lookup targets and picklist values. Use before creating or updating records on unfamiliar objects.
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Create a record Tier 2 · Reversible Outside content
Create a CRM record, for example a Lead (LastName and Company required), Contact (LastName), Account (Name) or Opportunity (Name, StageName, CloseDate), or a custom object record. Returns the new Id. Duplicate and validation rules apply.
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Update a record Tier 2 · Reversible Outside content
Change fields on an existing record; send only the fields to change. Move an opportunity by setting StageName, reassign with OwnerId, close a case with Status. Returns nothing on success.
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Log a task or call Tier 2 · Reversible Outside content
Create a Task: a follow-up to-do, or a record of a call or email that already happened (Status Completed, TaskSubtype Call). WhoId links a Contact or Lead; WhatId links an Account, Opportunity, Case or other record. Internal only; nothing is sent.
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Post on a record's feed Tier 2 · Reversible Outside content
Post a comment to the Chatter feed of a record (or a user or group) so the team sees it. Mention someone with @[userId]. Visible to internal users who can see the record.
Asks first 1
Anything a customer or the public sees. By default a charter grants these as Ask first: the agent sends an approval request and waits for a yes. A company admin can switch one to Auto in the charter after confirming with their second factor. Even then, once an agent has read outside content, such as a customer's email, its tier 3 and 4 actions need a person by default for the rest of that session.
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Send an email Tier 3 · External Outside content
Send an email through Salesforce from the connected user (or an org-wide address). Set recipient_id (Contact or Lead) and log_email to record it on that person's activity timeline.
Actions marked Outside content return what people outside your company may have written, such as emails or comments. Agents treat it as information to check, never as instructions.
What can start work
Set a trigger up on the Intake page, and your rules there turn what arrives into tasks for your agents.
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A new lead was created.
Everdeck checks Salesforce every 5 minutes.
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An opportunity was created or edited (stage, amount, close date, owner and other fields).
Everdeck checks Salesforce every 5 minutes.
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A new case was created.
Everdeck checks Salesforce every 5 minutes.
Work an agent can take on
Examples for apps in CRM & sales. What an agent does with Salesforce depends on the actions you grant it.
- Log notes and next steps on a deal or contact after a call.
- Create or update contacts from new enquiries.
- List deals with no activity this week for your sales lead.
Set it up
The Salesforce setup guide walks through each way to connect: what to set up first and the fields to fill in, then how to start work from its triggers on the Intake page.
Salesforce is a separate service with its own terms. Everdeck isn't affiliated with or endorsed by it.
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