Salesforce Agent
The Salesforce Agent is a specialized component that integrates with Salesforce CRM to provide natural language interactions with your sales and customer data.

Salesforce Agent interface and configuration options
Configuration Parameters
Required Parameters
- Tool: User question processing
- Language Model: The AI model
- Salesforce Instance URL: Instance endpoint
- Tool Instructions: Processing guidelines
- Salesforce Security Token: Authentication token
Output Format
{ "queryResult": { "data": array, "message": string, "metadata": { "objectType": string, "recordCount": number, "executionTime": string } } }
Example Usage
const salesforceAgent = new SalesforceAgent({ tool: "user-question", languageModel: "gpt-4", salesforceInstanceUrl: "https://your-instance.salesforce.com", toolInstructions: "Process Salesforce queries and return formatted results", salesforceSecurityToken: "YOUR_SECURITY_TOKEN" }); const result = await salesforceAgent.process({ input: "Show me all opportunities closing this quarter" });
Additional Resources
Best Practices
- Secure token management
- Implement API limits
- Cache frequent queries
- Monitor API usage
- Regular security audits