Sales & CRM
Query and update Salesforce records with your agents.
Agents find and update leads, contacts, accounts, and opportunities, log calls and tasks, post to Chatter, and report on the pipeline with SOQL. Salesforce flows can send records to Helios, so an agent starts when a lead arrives or a deal closes.
5,000 free credits to start.
Agent reach
Salesforce REST, Bulk, GraphQL, Connect, Reports, and CRM Analytics APIs
The full surface, searched at run time.
Connect with
- Your own OAuth app
Create an External Client App in your org. Connect as its run-as user with the client credentials flow, or sign in through it as yourself.
Event triggers
Yes · 1 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with Salesforce
Helios searches the Salesforce REST, Bulk, GraphQL, Connect, Reports, and CRM Analytics APIs at run time. The agent finds the endpoint the task needs and calls it.
- Query objects the connected user can access with SOQL or SOSL, including custom objects and fields.
- Create and update records one at a time, or many at once with Composite and the Bulk API.
- Move opportunities between stages and record the next step from call notes.
- Log calls, create follow-up tasks, and post Chatter updates.
- Read object and field definitions, query metadata with the Tooling API, and call your own Apex REST services.
- Run reports and dashboards, and query CRM Analytics datasets.
- Start a run when a record-triggered flow sends a record through an outbound message.
Examples
Tasks you can hand to a Salesforce agent
Research and route every new lead
A flow sends each new lead to Helios. The agent looks up the company, fills in the missing fields, and adds a follow-up task for the owner.
On each new lead: research the company, complete the lead, and add a follow-up task.
- salesforce·read the new lead
- web·research the company
- salesforce·update industry, size, and website
- salesforce·create a follow-up task for the owner
Lead ready
- Industry and employee count filled in
- Follow-up task due tomorrow with three talking points
Hand off won deals
When an opportunity moves to Closed Won, the agent creates the kickoff task and tells the onboarding team.
When an opportunity is won, create a kickoff task and post the deal summary to Slack.
- salesforce·read the opportunity and its account
- salesforce·create a kickoff task on the opportunity
- slack·post to #onboarding
Kickoff scheduled
- Task assigned to the onboarding lead for Monday
- Deal size, products, and contacts posted to #onboarding
Review the pipeline every week
A scheduled agent runs SOQL over the open opportunities and flags deals with a past close date or no recent activity.
Every Monday, list open opportunities that need attention and post them to Slack.
- salesforce·query open opportunities and their last activity
- code·find stale and overdue deals
- slack·post the list to #sales
Pipeline review
- 5 opportunities past their close date
- 3 with no activity in 30 days
Event triggers
Start a run on Salesforce events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
record.changed | A Salesforce flow sends a created or updated record, such as a new lead or an opportunity that moved to Closed Won. Filter on the object. |
Works with
Salesforce works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on Salesforce.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.