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

# Salesforce

> Set up and use the Salesforce integration with Hyper AI

Auth type: OAuth

<Info>
  For general setup steps, permissions, and troubleshooting, start with: [App Integrations](/integrations/overview).
</Info>

## Connect Salesforce

1. Go to Settings → Apps in Hyper
2. Select Salesforce → Connect New
3. Complete OAuth and grant requested CRM scopes

## Common capabilities

* Find, create, and update leads, contacts, accounts, and opportunities
* Automate CRM workflows and customer relationship management
* Sync data across your sales pipeline

## Use in Chat

Enable Salesforce in the tool selector. Ask your agent to look up or update CRM records.

## Use in Agents

Add Salesforce to an agent's toolkits and select the connection. Toggle which actions require approval.

## Use in Flows

Add Salesforce action nodes to search or write CRM data. Pass variables from earlier steps.

## Troubleshooting

* Permission denied: re-authorize with scopes for the needed objects
* Record not found: validate identifiers (email, account ID, record ID)

***

## Available Actions

Hyper agents can run the following actions for this integration. Each action can be individually set to **Enabled**, **Requires Approval**, or **Disabled** in your agent's toolkit settings.

Actions can be set to one of three control states:

| State                 | Behavior                                                       |
| --------------------- | -------------------------------------------------------------- |
| **Enabled**           | Agent runs the action automatically                            |
| **Requires Approval** | Agent pauses and waits for your confirmation before proceeding |
| **Disabled**          | Action is blocked and cannot be used                           |

Configure these in the agent's toolkit settings or in workspace defaults.

| Action                  | Description                                                                               |
| ----------------------- | ----------------------------------------------------------------------------------------- |
| Add Contact To Campaign | Add an existing Contact to an existing Campaign via Salesforce                            |
| Add Lead To Campaign    | Add an existing Lead to an existing Campaign via Salesforce                               |
| Create Account          | Create a Salesforce Account via the Pipedream component                                   |
| Create Attachment       | Create a Salesforce Attachment via the Pipedream component                                |
| Create Campaign         | Create a Salesforce Campaign via the Pipedream component                                  |
| Create Case             | Create a Salesforce Case via the Pipedream component                                      |
| Create Case Comment     | Create a Case Comment on a Case via the Pipedream component                               |
| Create Contact          | Create a Salesforce Contact via the Pipedream component                                   |
| Create Content Note     | Create a Salesforce Content Note (and optional document link) via the Pipedream component |
| Create Event            | Create a Salesforce Event via the Pipedream component                                     |
| Create Lead             | Create a Salesforce Lead via the Pipedream component                                      |
| Create Note             | Create a Salesforce Note via the Pipedream component                                      |
| Create Opportunity      | Create a Salesforce Opportunity via the Pipedream component                               |
| Create Record           | Create a Salesforce record for any SObject via the Pipedream component                    |
| Create Task             | Create a Salesforce Task via the Pipedream component                                      |
| Create User             | Create a Salesforce User via the Pipedream component                                      |
| Delete Opportunity      | Delete a Salesforce Opportunity via the Pipedream component                               |
| Delete Record           | Delete a Salesforce record for any SObject via the Pipedream component                    |
| Find Records            | Retrieve selected fields for records of a given SObject via the Pipedream component       |
| Get Case                | Retrieve a Case by Id via the Pipedream component                                         |
| Get User                | Retrieve a User by Id via the Pipedream component                                         |
| Insert Blob Data        | Insert blob data into a Salesforce standard object via the Pipedream component            |
| List Case Comments      | List all Case Comments for a given Case via the Pipedream component                       |
| List Email Messages     | List Email Messages, optionally filtered by Case, via the Pipedream component             |
| Post Feed To Chatter    | Post a message to a Chatter feed via the Pipedream component                              |
| Search String           | Perform a parameterized search for records via the Pipedream component                    |
| Send Email              | Send an email via Salesforce using the Pipedream Salesforce REST API component            |
| Update Account          | Update a Salesforce Account via the Pipedream component                                   |
| Update Contact          | Update a Salesforce Contact via the Pipedream component                                   |
| Update Opportunity      | Update a Salesforce Opportunity via the Pipedream component                               |
| Update Record           | Update fields of a record for any SObject via the Pipedream component                     |
| Upsert Record           | Create or update a record for any SObject via the Pipedream component                     |