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