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Phinite Docs

Salesforce

Overview

Section titled “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,

What this integration enables

Section titled “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

Required credentials

Section titled “Required credentials”
  • See integration configuration fields in Phinite

Setup steps

Section titled “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

Configure in Graph Studio

Section titled “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

Predefined tools

Section titled “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

Documentation & resources

Section titled “Documentation & resources”
  • Official documentation: https://developer.salesforce.com/docs/apis
  • Phinite documentation: Salesforce

Notes

Section titled “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