Salesforce CRM for Agent Platform
Query, create, and update Salesforce records and reports directly from Agent Platform.
The Salesforce CRM connector gives agents and Mark the ability to count, create, retrieve, and update Salesforce records — including standard objects like leads, contacts, accounts, and opportunities, as well as custom objects — and to run Salesforce reports, all from within Agent Platform. It is installed via the Optimizely Connect Platform and uses user-level authentication.
Once connected, users can run SOQL queries, access Salesforce reports, create and update records, and leverage CRM data inside automated workflows — all through Mark Chat, agents, or workflows. The connector provides tools for standard objects, custom objects, and reporting, covering the full range of Salesforce interactions.
Marketing and sales teams who use Salesforce as their system of record will benefit most. Marketers can pull pipeline data, create lead records, and run reports without needing a Salesforce session alongside their Agent Platform work. It is particularly valuable for teams who want to connect campaign activity in Agent Platform to CRM outcomes — understanding which campaigns are generating pipeline and attributing revenue back to specific marketing efforts.
Example use cases:
- Ask Chat to count all open leads created in Salesforce in the last 30 days and return the total broken down by lead source.
- Pull all open opportunities in a specific region that have not been updated in 14 days, identify the primary contact for each, and draft a personalized follow-up brief for the sales team based on the opportunity details.
- Build a campaign attribution workflow that runs a Salesforce report on all closed-won opportunities in the last quarter, cross-references them with campaign source data, calculates pipeline contribution by campaign, identifies which campaigns have the highest revenue-per-lead, and generates a full marketing ROI report with investment recommendations for the next quarter.