> ## Documentation Index
> Fetch the complete documentation index at: https://explore.airia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

## 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.

## 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](https://help.salesforce.com/s/articleView?id=xcloud.domain_name_overview.htm\&type=5) 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.

## Verify Tool Execution

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

<img src="https://mintcdn.com/airia/FyggIi3LbVMjFjoF/integrations/Images/salesforce_agent.png?fit=max&auto=format&n=FyggIi3LbVMjFjoF&q=85&s=d341f6e89b9fc0600ac0d45303caa759" alt="Agents with Salesforce" width="3340" height="852" data-path="integrations/Images/salesforce_agent.png" />

> 💡 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.