What can I automate with Salesforce in Sim?

You can get Accounts, create Account, update Account, delete Account, and get Contacts with Salesforce in Sim, plus 30 more Salesforce tools listed on this page. Each runs as a tool inside an AI agent block, so an agent can chain Salesforce with services like Rippling and Linear and apply LLM reasoning between steps.

How do I connect Salesforce to Sim?

Connecting Salesforce takes about five minutes: (1) Create a free account at sim.ai. (2) Create an agent in your workspace. (3) Drag a Salesforce block onto the workflow builder. (4) Connect your Salesforce account with one-click OAuth — no credentials to copy. (5) Pick a tool such as "Get Accounts", wire up its inputs, and click Run — your agent is live.

How do I get Accounts with Salesforce in Sim?

Add a Salesforce block to your agent and select "Get Accounts" as the tool. Retrieve accounts from Salesforce CRM. Fill in the required fields — inputs can reference outputs from earlier steps, such as text generated by an AI block or data fetched from another integration. No code is required.

What data does Sim receive when a Salesforce event triggers an agent?

Sim receives the full event payload Salesforce sends — typically the record or object that changed, plus metadata like the event type and timestamp. For example, the "Salesforce Record Created" trigger fires when a Salesforce record is created. Every field in the payload is available as a variable you can pass to AI blocks, conditions, or other integrations.

Back to Integrations

Salesforce

Interact with Salesforce CRM

View docs

Last updated June 12, 2026

Overview

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

How to automate Salesforce with Sim

Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Salesforce block
Open your workspace, drag a Salesforce block onto the workflow builder, and connect your account with one-click OAuth.
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.

Real-time triggers

Connect a Salesforce webhook to Sim and your agent runs the instant an event happens, no polling, no delay.

Salesforce Record Created

Trigger workflow when a Salesforce record is created

Salesforce Record Updated

Trigger workflow when a Salesforce record is updated

Salesforce Record Deleted

Trigger workflow when a Salesforce record is deleted

Salesforce Opportunity Stage Changed

Trigger workflow when an opportunity stage changes

Salesforce Case Status Changed

Trigger workflow when a case status changes

Salesforce Webhook (All Events)

Trigger workflow on any Salesforce webhook event

Agent templates

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

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

Get a list of available 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

Sim's Salesforce integration adds 35 Salesforce tools and 6 real-time triggers to the AI agents you build in Sim's visual workflow builder — no code required. Interact with Salesforce CRM. Teams often pair Salesforce with Rippling and Linear in the same agent.

Add a Salesforce trigger block to your agent and copy its generated webhook URL into Salesforce's webhook settings. Sim supports 6 real-time triggers for Salesforce: Salesforce Record Created, Salesforce Record Updated, Salesforce Record Deleted, Salesforce Opportunity Stage Changed, Salesforce Case Status Changed, and Salesforce Webhook (All Events). Once configured, every matching Salesforce event starts your agent instantly — no polling, no delay.

Start automating Salesforce today

Build your first AI agent with Salesforce in minutes. Connect to every tool your team uses. Free to start, no credit card required.