Enterprise Tool

Salesforce

Create, read, and update Salesforce CRM records from your workflows

Salesforce is the world's leading CRM platform. CipherSense Agents connects via OAuth or a Connected App with a username/password flow to read and write Salesforce objects such as Leads, Contacts, Accounts, Opportunities, and Tasks.

Official documentation

Setup

Connect your Salesforce account via OAuth

In CipherSense Agents: Project > Integrations > Add Integration > Salesforce. Click Connect with Salesforce and sign in with your Salesforce credentials. CipherSense Agents uses OAuth to authenticate — no manual credentials, consumer keys, or security tokens are needed.

Use in a workflow

Add a Salesforce node to your workflow. Choose an operation (Create Lead, Get Record, Update Record, or Search) and select the Salesforce Object (Lead, Account, Contact, Opportunity). Map fields from upstream nodes using {{variable}} placeholders.

Connection Fields

Fields required when adding this integration in your Project › Integrations.

Field	Required	Description
OAuth Connection	Required	Salesforce connects via OAuth. No manual credentials are required — click Connect with Salesforce when adding the integration.

Common Use Cases

Create Leads from AI-enriched prospect dataLog call notes and tasks to Salesforce automaticallyUpdate opportunity stages from workflow outcomesFetch contact and account data for personalised outreach

Ready to connect Salesforce?

Add this integration from your project dashboard and wire it into a workflow.

Open Dashboard ← Back to Integrations