> ## Documentation Index
> Fetch the complete documentation index at: https://ai-kb.automationanywhere.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce CRM

> CRM data and operations

## Configuración

<img src="https://mintcdn.com/automationanywhere/RfM0IZSr51luSoHU/img/agents-toolkits/34.1.jpg?fit=max&auto=format&n=RfM0IZSr51luSoHU&q=85&s=dd413e220b4e733f54f5baa92c6647d7" alt="Salesforce CRM configuration with environment, instance URL, and OAuth settings" width="1280" height="630" data-path="img/agents-toolkits/34.1.jpg" />

<img src="https://mintcdn.com/automationanywhere/RfM0IZSr51luSoHU/img/agents-toolkits/34.2.jpg?fit=max&auto=format&n=RfM0IZSr51luSoHU&q=85&s=daf0d0da68d5c5846cf70d42f2a3fb93" alt="Salesforce Object Management and Data Management tools" width="1280" height="250" data-path="img/agents-toolkits/34.2.jpg" />

* **Environment**: Production
* **Instance URL**: [https://your-domain.my.salesforce.com](https://your-domain.my.salesforce.com) (optional; prompted on first use)
* **Default Object**: Account, Contact, Lead, etc.
* **Custom OAuth**: Client ID: 3MVG9..., Client Secret: Enter client secret...
* **Authentication**: OAuth; data access based on user permissions

## Available Tools (5/5)

* **Search Objects**: Find records across standard and custom objects.
* **Describe Object**: Get schema information for any object.
* **Query Records**: Execute SOQL queries to retrieve records.
* **Manage Records**: Create, update, or delete records.
* **Search All**: Perform full-text searches across multiple objects.

## Casos de Uso

* **Lead Enrichment**: Automatically enrich leads with research and company data.
* **Opportunity Management**: Track deals through pipeline and forecast revenue.
* **Automated Lead Routing**: Assign leads based on territory or lead score.
* **Customer Data Sync**: Synchronize data between Salesforce and other systems.
* **Case Automation**: Auto-create support cases and update statuses.

## API Limits & Quotas

Salesforce enforces API call limits based on edition and license type. Professional: 1,000 calls/day, Enterprise: 5,000+ calls/day, Unlimited: 10,000+ calls/day. Monitor usage in Setup → System Overview → API Usage. Use bulk operations to maximize efficiency.

## Common Issues & Solutions

* **API Limit Exceeded**: Implement caching, use bulk operations, or request limit increase from Salesforce.
* **Invalid Field**: Verify field API names (often differ from display labels). Check field-level security.
* **Record Type Mismatch**: Ensure correct record type ID when creating records with multiple record types.
* **Validation Rules**: Failed saves may be due to Salesforce validation rules. Review error messages carefully.