What can I automate with Salesforce in Sim?

With Sim you can: Get Accounts; Create Account; Update Account; Delete Account; Get Contacts; and 30 more tools. Each action runs inside an AI agent block, so you can combine Salesforce with LLM reasoning, conditional logic, and data from any other connected service.

How do I connect Salesforce to Sim?

Getting started takes under five minutes: (1) Create a free account at sim.ai. (2) Open a new workflow. (3) Drag a Salesforce block onto the canvas. (4) Authenticate with one-click OAuth — no credentials to copy-paste. (5) Choose the tool you want to use, wire it to the inputs you need, and click Run. Your automation is live.

Can I use Salesforce as a tool inside an AI agent in Sim?

Yes — this is one of Sim's core capabilities. Instead of hard-coding when and how Salesforce is used, you give an AI agent access to Salesforce tools and describe the goal in plain language. The agent decides which tools to call, in what order, and how to handle the results. This means your automation adapts to context rather than breaking when inputs change.

How do I get accounts with Salesforce in Sim?

Add a Salesforce block to your workflow and select "Get Accounts" as the tool. Fill in the required fields — you can reference outputs from earlier steps, such as text generated by an AI agent or data fetched from another integration. No code is required.

How do I trigger a Sim workflow from Salesforce automatically?

Add a Salesforce trigger block to your workflow and copy the generated webhook URL. Paste that URL into Salesforce's webhook settings and select the events you want to listen for (Salesforce Record Created, Salesforce Record Updated, Salesforce Record Deleted, Salesforce Opportunity Stage Changed, Salesforce Case Status Changed, Salesforce Webhook (All Events)). From that point on, every matching event in Salesforce instantly fires your workflow — no polling, no delay.

What data does Sim receive when a Salesforce event triggers a workflow?

When Salesforce fires a webhook, Sim receives the full event payload that Salesforce sends — typically the record or object that changed, along with metadata like the event type and timestamp. Inside your workflow, every field from that payload is available as a variable you can pass to AI agents, conditions, or other integrations.

What Salesforce tools does Sim support?

Sim supports 35 Salesforce tools: Get Accounts, Create Account, Update Account, Delete Account, Get Contacts, Create Contact, Update Contact, Delete Contact, Get Leads, Create Lead, Update Lead, Delete Lead, Get Opportunities, Create Opportunity, Update Opportunity, Delete Opportunity, Get Cases, Create Case, Update Case, Delete Case, Get Tasks, Create Task, Update Task, Delete Task, List Reports, Get Report, Run Report, List Report Types, List Dashboards, Get Dashboard, Refresh Dashboard, Run SOQL Query, Get More Query Results, Describe Object, List Objects.

Is the Salesforce integration free to use?

Yes — Sim's free plan includes access to the Salesforce integration and every other integration in the library. No credit card is needed to get started. Visit sim.ai to create your account.

Back to Integrations

Salesforce

Interact with Salesforce CRM

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Overview

Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.

How to automate Salesforce with Sim

Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Salesforce block
Open a workflow, drag a Salesforce block onto the canvas, and connect your account with one-click OAuth.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Salesforce automation is live.

Real-time triggers

Connect a Salesforce webhook to Sim and your workflow fires the instant an event happens — no polling, no delay.

Salesforce Record Created

Trigger workflow when a Salesforce record is created

Salesforce Record Updated

Trigger workflow when a Salesforce record is updated

Salesforce Record Deleted

Trigger workflow when a Salesforce record is deleted

Salesforce Opportunity Stage Changed

Trigger workflow when an opportunity stage changes

Salesforce Case Status Changed

Trigger workflow when a case status changes

Salesforce Webhook (All Events)

Trigger workflow on any Salesforce webhook event

Workflow templates

Ready-to-use workflows featuring Salesforce. Click any to build it instantly.

Supported tools

35 Salesforce tools available in Sim

Get Accounts

Retrieve accounts from Salesforce CRM

Create Account

Create a new account in Salesforce CRM

Update Account

Update an existing account in Salesforce CRM

Delete Account

Delete an account from Salesforce CRM

Get Contacts

Get contact(s) from Salesforce - single contact if ID provided, or list if not

Create Contact

Create a new contact in Salesforce CRM

Update Contact

Update an existing contact in Salesforce CRM

Delete Contact

Delete a contact from Salesforce CRM

Get Leads

Get lead(s) from Salesforce

Create Lead

Create a new lead

Update Lead

Update an existing lead

Delete Lead

Delete a lead

Get Opportunities

Get opportunity(ies) from Salesforce

Create Opportunity

Create a new opportunity

Update Opportunity

Update an existing opportunity

Delete Opportunity

Delete an opportunity

Get Cases

Get case(s) from Salesforce

Create Case

Create a new case

Update Case

Update an existing case

Delete Case

Delete a case

Get Tasks

Get task(s) from Salesforce

Create Task

Create a new task

Update Task

Update an existing task

Delete Task

Delete a task

List Reports

Get a list of reports accessible by the current user

Get Report

Get metadata and describe information for a specific report

Run Report

Execute a report and retrieve the results

List Report Types

Get a list of available report types

List Dashboards

Get a list of dashboards accessible by the current user

Get Dashboard

Get details and results for a specific dashboard

Refresh Dashboard

Refresh a dashboard to get the latest data

Run SOQL Query

Execute a custom SOQL query to retrieve data from Salesforce

Get More Query Results

Retrieve additional query results using the nextRecordsUrl from a previous query

Describe Object

Get metadata and field information for a Salesforce object

List Objects

Get a list of all available Salesforce objects

Frequently asked questions

Sim's Salesforce integration lets you build AI-powered workflows that automate tasks in Salesforce without writing code. Interact with Salesforce CRM You can connect Salesforce to hundreds of other services in the same workflow — from CRMs and spreadsheets to messaging tools and databases.

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