Connect Salesforce with Hookshot™ and your stack

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

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Tools and triggers

What Agents can do in Salesforce

Available tools and events after Salesforce is connected.

  • Add Contact to Campaign

    This action allows you to add a contact to a specific campaign in Salesforce. It creates a CampaignMember record to track the engagement of the contact with the campaign.

  • Add Lead to Campaign

    This action allows you to add a lead to a specific campaign in Salesforce. It manages the creation of a CampaignMember record to facilitate tracking of lead engagement with the campaign.

  • Add Product to Opportunity

    This action adds a specified product as a line item to an existing opportunity in Salesforce. It ensures that all relevant details, such as pricing and quantity, are processed correctly for the opportunity.

  • Apply Lead Assignment Rules

    This action applies lead assignment rules to a specified Salesforce lead. It determines the appropriate owner based on the rules configured in the organization.

  • Associate Contact to Account

    This action updates a contact's association with an account in Salesforce. It takes the contact ID and account ID, and links the two by modifying the contact's AccountId field.

  • Clone Opportunity with Products

    This action clones an existing sales opportunity and can also duplicate its associated products. It allows users to create a new opportunity with similar attributes to an original one, facilitating sales processes and…

  • Clone Record

    This action clones an existing Salesforce record by fetching its data and creating a new record without certain system fields. Users can also specify updates to specific fields in the new record.

  • Close or Abort a Job

    Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every…

  • Complete Task

    This action marks a specific task as completed in Salesforce. You can also include optional notes that will be appended to the task's existing description.

  • Create a Record

    Tool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.

  • Create Account

    This action creates a new account in Salesforce using the details provided in the request. It allows for specifying various attributes of the account such as name, type, address, and industry.

  • Create Bulk Ingest Job

    This action creates a Bulk API 2.0 ingest job for loading records in bulk (insert, update, upsert, delete, or hardDelete). It returns the new job's id, which you then use to upload data and close the job.

  • Create Bulk Query Job

    This action starts a Bulk API 2.0 query job for a SOQL query, suited to very large result sets. It returns the new job's id, which you then poll for completion and use to download the results as CSV.

  • Create Campaign

    This action creates a new campaign in Salesforce. It requires several details about the campaign, such as name, type, and dates. Upon successful creation, it returns the campaign ID and status.

  • Create Contact

    This action creates a new contact in Salesforce using the provided details. It ensures all required fields are populated and communicates with the Salesforce API to register the contact.

  • Create Custom Field

    Tool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying…

  • Create Custom Object

    Tool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.

  • Create Lead

    This action creates a new lead in Salesforce using the provided details. It requires essential information like the lead's last name and company name, and can include additional optional fields.

  • Create Note

    This action creates a new note associated with a record in Salesforce. It allows users to specify details such as the note's title, body, and whether it should be private.

  • Create Opportunity

    Creates a new opportunity in Salesforce based on the provided details. This action allows you to specify crucial information such as the opportunity name, close date, stage name, and other relevant fields.

  • Create Records Using sObject Collections

    Tool to create up to 200 records in one request using sObject Collections. Use when you need to create multiple records of potentially different sObject types efficiently in a single API call.

  • Create SObject Record

    Tool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.

  • Create sObject Tree

    Tool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities)…

  • Create Task

    This action creates a new task in Salesforce. It allows users to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Setup

Connect Salesforce in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.