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Documentation Index

Fetch the complete documentation index at: https://docs.jelou.ai/llms.txt

Use this file to discover all available pages before exploring further.

Salesforce is an enterprise CRM designed for organizations with complex sales, service, and marketing processes. Unlike lighter CRMs such as Pipedrive or HubSpot, Salesforce runs on a highly configurable data model with SOQL, SOSL, custom objects, Knowledge Base, and native automation. In Brain Studio, the integration exposes 46 tools that let you create and update records, open cases, move opportunities, log activity, and query the CRM directly from the conversation. The pipeline, support cases, and commercial activity reflect what actually happened in the channel, with no manual re-entry.

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What Salesforce enables

When you connect Salesforce, you can:
  • Operate the commercial core across accounts, contacts, leads, and opportunities
  • Manage campaigns and contact/lead campaign membership
  • Open and track support cases with associated comments and lookups
  • Log activity and collaboration: tasks, events, notes, email, templates, and Chatter
  • Query and explore data with search, SOQL, and SOSL
  • Work with objects generically or in bulk when volume or flexibility requires it
  • Support knowledge and administration: articles, categories, users, BLOB, and field metadata

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Installation

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Prerequisites

  1. A Salesforce organization with the objects and permissions you will use (sales, service, campaigns, etc.).
  2. Ability to authorize a connected app (OAuth), according to your admin policies.
  3. A Salesforce edition with API Access enabled (Compatible with Enterprise, Unlimited, Developer, and Performance editions).
  4. Clarity on whether you will connect a Production Instance or a Sandbox Instance, since the install modal asks you to choose one.

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How to connect it

The most direct way is to use Jelou Agent: describe what you need and the agent connects Salesforce automatically inside the flow. If you prefer manual setup, follow these steps in Marketplace. The connection uses Salesforce OAuth - you choose production or sandbox instance and sign in; you do not need to copy credentials.
1

Open Marketplace

In Brain Studio, open Marketplace from the side menu.
2

Find Salesforce

Locate the integration and click Connect.
3

Choose instance type

In the installation modal, choose whether you want to connect a Production Instance or a Sandbox Instance.
4

Authorize with Salesforce

Complete the OAuth flow with your Salesforce account.
5

Confirm installation

The integration appears as connected.
You can use it in Canvas or add it as a tool in AI Agent.

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Available tools

The integration exposes 46 tools. We group them by Salesforce function; names match what you will see in Brain Studio.
Covers the commercial lifecycle across accounts, people, leads, and opportunities, plus attachments tied to records.Included tools
  • Create Account
  • Update account
  • Create contact
  • Update Contact
  • Create lead
  • Create Opportunity
  • Update Opportunity
  • Delete Opportunity
  • Create attachment
When to use this category
  • When chat must reflect new records or changes in the pipeline and customer master data
  • When you need to document the relationship with attachments on the right record
  • When the flow closes or discards an opportunity explicitly
Links contacts and leads to campaigns and lets you create new campaigns.Included tools
  • Add contact to campaign
  • Add Lead to Campaign
  • Create campaign
When to use this category
  • When conversation source or response must be attributed to a marketing or sales campaign
  • When you need to add an existing contact or lead to an active campaign
  • When the process must create the campaign before associating members
Operates service on cases: creation, lookup, and comments for follow-up.Included tools
  • Create Case
  • Get Case
  • Create case comment
  • List case comments
When to use this category
  • When the user reports an incident or request and a Salesforce case must be created
  • When you need to retrieve the case or its comment thread before replying
  • When the flow must add a visible update on the case
Leaves a record of commercial work and communication: timeline, email, templates, and Chatter.Included tools
  • Create Event
  • Create Note
  • Create Content Note
  • Create Task
  • Post message to Chatter feed
  • List Email Messages
  • List Email Templates
  • Update email template
  • Send email
When to use this category
  • When you want Salesforce to reflect meetings, tasks, or notes after the conversation
  • When you need to review or adjust templates and send email from the flow
  • When the team uses Chatter for fast progress visibility
Works with any object supported by the tool when a specific action is not enough, plus integration utilities.Included tools
  • Create Record
  • Get record by ID
  • Update record
  • Delete record
  • Create or update record
  • Convert SOAP XML object to JSON
When to use this category
  • When the object or fields do not have a dedicated tool in the list above
  • When you need generic upsert or CRUD operations with the integration’s standard model
  • When you convert SOAP responses to continue the flow in JSON
Speeds up high-volume create and update operations for accounts and opportunities.Included tools
  • Create accounts (batch)
  • Update Accounts (Batch)
  • Create Opportunities (Batch)
  • Update Opportunities (Batch)
When to use this category
  • When syncing many records from another system or from a structured conversational import
  • When the use case does not justify one-by-one calls due to performance or API cost
  • When your process already groups rows ready for mass processing
Supports knowledge base, users, BLOB, and object metadata.Included tools
  • Get Knowledge Articles
  • Get Data Category Groups for Knowledge
  • List Knowledge Base Articles
  • Get user
  • Create user
  • Insert BLOB data
  • List object fields
When to use this category
  • When the flow must display or route with knowledge articles
  • When you need to query or create users within your process
  • When working with binary content or needing object field introspection in the editor

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How to use in Brain

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In AI Agent

Use it when conversation is open-ended: the user may mix intents (run SOQL, create lead, open case). The agent chooses the tool within the subset you enable.
1

Open the AI Agent node

In Canvas, select or add the AI Agent node.
2

Open Tools

In the right panel, go to the Tools tab.
3

Add Salesforce

Use Add tool, search for Salesforce, and enable it.
4

Configure tools

Limit actions to what the agent should be allowed to do (for example, only cases and queries in a support bot).
Salesforce appears in the agent tools list; adjust permissions from the integration settings icon.

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In Canvas

Use it when the process is deterministic: fixed steps (validate -> create record -> send email -> notify), with branches based on memory or user responses.
1

Drag Salesforce into Canvas

In the side panel, open Marketplace and drag Salesforce into the flow.
2

Select the tool

With the node selected, in Tools choose the action (for example Create lead or SOQL query).
3

Configure body and memory

Fill out the JSON in the node editor and, if needed, Save response in memory variables for following nodes.
4

Connect the flow

Link Task completed and There was an error to the commercial or support logic you define.
Each node runs a single tool; Canvas order is your process.
The editor shows the expected body shape for each tool. The example below is indicative for Create lead; adjust it to your org’s required fields and your memory variables. 
{
  "FirstName": "{{$memory.nombre}}",
  "LastName": "{{$memory.apellido}}",
  "Email": "{{$memory.correo}}",
  "Company": "{{$memory.empresa}}",
  "LeadSource": "WhatsApp"
}

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Use cases

The contact arrives via WhatsApp, webchat, or an internal channel; the flow turns it into a usable lead inside Salesforce, with enough context for sales to continue without re-entering data.Typical flow:
  • The user starts the conversation and shares their data or commercial interest
  • The flow creates the lead and, if relevant, associates it to a campaign
  • If a related record already exists, instead of duplicating it, the flow updates it or continues on the correct object
  • The sales team receives a properly structured lead in Salesforce
Impact:
  • Fewer lost leads between channel and CRM
  • Better traceability of commercial source
  • Less operational load for SDRs, account executives, or revenue ops
Ideal for: Commercial teams that capture demand from conversational channels and use Salesforce as their central follow-up system.
Every relevant conversation milestone can be reflected in opportunities, tasks, notes, or activity, making the pipeline show the real negotiation status instead of a delayed snapshot.Typical flow:
  • The prospect confirms interest, agrees to move forward, or provides key information
  • The flow creates or updates the opportunity
  • It adds a note, task, or event to leave traceability for the next step
  • The team sees progress directly in Salesforce, without waiting for manual updates
Impact:
  • More reliable pipeline for forecasting and commercial management
  • Less lag between what was discussed and what was recorded
  • Better visibility for managers and sales leaders
Ideal for: Enterprise teams with more structured commercial processes, multiple stages, and need for operational discipline.
When a customer reports an issue or request, the flow can open the case, enrich it with comments, and retrieve its history to continue support without breaking context.Typical flow:
  • The user describes the issue in the conversation
  • The flow creates the case in Salesforce
  • It adds comments or retrieves existing comments if the ticket is ongoing
  • The support team works on a documented case while the customer keeps continuity in the channel
Impact:
  • Fewer lost or poorly documented cases
  • Better continuity between conversation and Service Cloud
  • Less friction for support and customer success
Ideal for: Organizations already running support in Salesforce that want the same level of control in conversational channels.
Executives, managers, or internal agents can query the status of accounts, contacts, opportunities, cases, or campaigns by chat without entering the Salesforce console first.Typical flow:
  • An internal user asks about an account, opportunity, or case
  • The flow uses search, SOQL, SOSL, or ID lookup depending on required precision
  • It returns current status, relevant context, or the exact record to take action
  • If needed, the same flow continues with an update, note, task, or email
Impact:
  • Faster access to critical CRM information
  • Less context switching for the team
  • Salesforce becomes more useful as an operational source of truth, not just a system of record
Ideal for: Sales, support, or leadership teams making quick decisions from internal or mobile channels.

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Integrations that pair well with Salesforce

After creating a lead, moving an opportunity, or opening a case in Salesforce, the flow can automatically send a follow-up or confirmation email from the connected Gmail account.Combined flow: case opened in Salesforce -> confirmation email to customer with case number and next steps.Gmail documentation
When the commercial flow needs to move an opportunity and book a meeting at the same time, Salesforce keeps pipeline context and Calendly handles booking with real availability.Combined flow: lead qualified in Salesforce -> Calendly link for discovery call -> activity logged in Salesforce when appointment is confirmed.Calendly documentation
Brain can update Salesforce and notify the team in Slack in the same flow. Every enterprise lead, urgent case, or critical opportunity change becomes an immediate alert.Combined flow: opportunity moved to “Negotiation” in Salesforce -> alert to #enterprise-sales in Slack with amount and account.Slack documentation
For committees, QA, or forecasting, the flow can export pipeline or case extracts to a shared sheet without giving direct Salesforce access.Combined flow: SOQL query of opportunities in Salesforce -> update weekly forecast sheet in Sheets.Google Sheets documentation

Integrations

Catalog of integrations available in Marketplace.

How to use integrations in Brain

General flow to install and use integrations in Brain Studio.