Authenticate Salesforce Tools

This guide walks you through authenticating Salesforce tools using Airia’s OAuth 2.0 connector, allowing your models to interact with your Salesforce instance.

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Supported Salesforce Tools

Airia includes several pre-built tools with Salesforce authentication in its library that can do tasks such as the following:

• Create a Lead
• Retrieve Account details
• Run a SOQL Query
• Create a new contact in Salesforce account
• Create a SFDC quote

You can also integrate many other functionalities via the general Salesforce API by simply adding a Salesforce API tool and authenticating through your account. This guide focuses on the in-built tools.

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Add a Salesforce Tool with Authentication

Follow these steps to add and authenticate a Salesforce tool:

1. Select a Salesforce Tool:
   • Navigate to the Tools section in your Airia dashboard.
   • From the library, select the desired Salesforce tool (e.g., Create a Lead, Retrieve Account details).
2. Review Tool Settings:
   • On the tool configuration page, verify that the API and parameters are correctly listed for the selected tool. Salesforce tools leverage Salesforce’s APIs.
3. Update Salesforce Domain/Instance URL:
   • Your Salesforce account has a unique domain that forms part of its URL (e.g., https://mycompany.my.salesforce.com). This is typically the same URL you use to access Salesforce in your browser.
   • Locate your specific Salesforce domain. (Refer to the Salesforce Documentation page for guidance on finding your Salesforce domain.)
   • Update the tool’s URL field with your company’s Salesforce domain.
4. Choose Authentication Method:
   • From the authentication fields dropdown, select Salesforce Authentication.
   • You will see two permission options:
     • Allow access to the current user (full scope)
     • Allow your application to perform requests (api scope)
   • For most use cases, select Allow access to the current user (full scope) to grant comprehensive access.
   • Here, you can also select the Salesforce instance you want to authenticate - Live or Sandbox
5. Verify Credentials and Save:
   • After successfully authenticating, the saved credentials should appear under the tool’s configuration.
   • Click Save to add the configured tool to your library.

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Verify Tool Execution

After adding the Salesforce tool to an agent, execute the agent to verify that the tool works correctly:

💡 Note: For improved model responses when using Salesforce tools, consider adding a prompt that provides details about your organization, specific fields, or terminology relevant to your use case.