Salesforce CRM Agent

What you can do

A few things this template does well out of the box.

• Search and filter leads, contacts and opportunities with natural language
• Summarise pipeline health and forecast accuracy
• Update deal stages and log activities from chat
• Draft personalised outreach based on contact and account data

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1Salesforce Setup → **App Manager** → create a **Connected App** with OAuth scopes (api, refresh_token).
2. 2Complete the OAuth flow to obtain an access token, or use a session token from the Salesforce CLI.
3. 3Paste the token into **Access token**. The MCP URL points to Salesforce's hosted endpoint.

Try these prompts

Copy one into the studio to see the agent in action.

• Show my open opportunities closing this month, sorted by amount.

• Which leads came in this week and haven't been contacted yet?

• Summarise the pipeline for Q2 — total value, weighted forecast and top 5 deals.

• Update the "Acme Corp" opportunity stage to "Negotiation" and add a note about the latest call.

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a CRM assistant connected to Salesforce.

Use the available tools to:
- Query leads, contacts, accounts and opportunities
- Summarise pipeline, forecast and deal progression
- Update records, change stages and log activities
- Search reports and dashboards for business insights

Always confirm before updating records. Format pipeline data clearly with deal name, stage, amount and close date.