What can I automate with Salesforce in Sim?

You can get accounts, create account, update account, delete account, and get contacts with Salesforce in Sim, plus 35 more Salesforce tools listed on this page. Each runs as a tool inside an AI agent, so the agent can combine Salesforce with any other connected service and apply LLM reasoning between steps.

How do I connect Salesforce to Sim?

(1) Create a free account at sim.ai. (2) Create an agent in your workspace. (3) Drag a Salesforce block onto the workflow builder. (4) Connect your Salesforce account with one-click OAuth, with no credentials to copy. (5) Pick a tool such as "Get Accounts", wire up its inputs, and click Run.

How do I get accounts with Salesforce in Sim?

Add a Salesforce block to your agent and select "Get Accounts" as the tool. Retrieve accounts from Salesforce CRM. Fill in the required fields. Inputs can reference outputs from earlier steps, such as text generated by an AI block or data fetched from another integration.

Can Salesforce events start a Sim agent automatically?

Yes. Sim supports 6 triggers for Salesforce: Salesforce Record Created, Salesforce Record Updated, Salesforce Record Deleted, Salesforce Opportunity Stage Changed, Salesforce Case Status Changed, and Salesforce Webhook (All Events). Add a Salesforce trigger to your agent, and every matching Salesforce event starts a run with the event data available to the rest of the workflow.

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Salesforce CRM Automation

Interact with Salesforce CRM or trigger workflows from Salesforce events.

View docs

Last updated October 14, 2026

What Sim agents can do with Salesforce

Integrate Salesforce CRM into your workflow. Automate your CRM by managing accounts, contacts, leads, opportunities, cases, and tasks, all with powerful workflow automation. Use Sim’s AI agents to keep your Salesforce data in sync, automate follow-ups, and eliminate manual CRM work.

Category: Sales
Authentication: OAuth
Tools: 40
Triggers: 6
Documentation: Salesforce docs

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 your workspace, drag a Salesforce block onto the workflow builder, 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.

Salesforce triggers

Connect a Salesforce webhook to Sim and your agent runs the instant an event happens, no polling, no delay. For example, trigger a workflow when a new Salesforce record is created or an opportunity stage changes, and let Sim handle the automation immediately.

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

Agent templates

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

Salesforce tools

40 Salesforce tools available to Sim agents.

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

Retrieve lead(s) from Salesforce CRM

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 up to 200 recently viewed reports for the current user

Get Report

Get the describe (definition and metadata) 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 recently used dashboards for 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

Create Custom Field

Create a custom field on a Salesforce object (e.g., Account) using the Tooling API

Update Custom Field

Update an existing custom field on a Salesforce object using the Tooling API

Delete Custom Field

Delete a custom field from a Salesforce object using the Tooling API

Create Custom Object

Create a custom object in Salesforce using the Tooling API

Run Tooling Query

Execute a SOQL query against the Tooling API to inspect metadata objects

Frequently asked questions

Sim's Salesforce integration adds 40 tools and 6 triggers to the AI agents you build in Sim's visual workflow builder. Interact with Salesforce CRM.