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Overview

Phinite’s Salesforce predefined tool lets workspace assistants call Salesforce APIs through DevStudio after you save a connection under Integrations → Predefined tools. Connect Salesforce to create and update leads, accounts, and opportunities,
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • See integration configuration fields in Phinite

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Setup steps

  1. Create a Salesforce Connected App or use username/password/security token for API access.
  2. Copy instance URL, client credentials, or security token as required.
  3. Log into your Phinite workspace at app.phinite.ai
  4. Navigate to Integrations → Predefined tools
  5. Select Salesforce
  6. Click + Add Configuration
  7. Enter the credential fields listed above
  8. Select assistants that should use this connection
  9. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose SalesforceTool (or search for Salesforce)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 12 subtools for Salesforce:
  • Query: Execute a SOQL query and return records
  • Query More: Continue a SOQL query using nextRecordsUrl or Id
  • Query All: Execute a SOQL query and fetch all records
  • Search: Execute a SOSL search and return matches
  • Get Record: Fetch a record by object name and ID
  • Get Record By Custom Id: Fetch a record by a custom external ID field
  • Create Record: Create a record for a given object
  • Update Record: Update a record by ID for a given object
  • Upsert Record: Upsert a record using an external ID field
  • Delete Record: Delete a record by object name and ID
  • Describe Object: Describe a Salesforce object (fields, labels, etc.)
  • List Objects: List available Salesforce objects

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Documentation & resources

  • Official documentation: https://developer.salesforce.com/docs/apis
  • Phinite documentation: Salesforce

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials