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

# Salesforce

> Connect Salesforce CRM to your AI agent

## Setup

<Steps>
  <Step title="Create a Connected App in Salesforce">
    1. Go to **Setup → External Client Apps** in Salesforce
    2. Create a new Connected App with OAuth enabled
    3. Set callback URL to your Orova instance
    4. Enable scopes: `api`, `refresh_token`, `offline_access`
    5. Note the Client ID and Client Secret
  </Step>

  <Step title="Get a refresh token">
    Complete the OAuth flow to obtain a refresh token. Orova uses this to maintain access.
  </Step>

  <Step title="Add credentials in Orova">
    Go to **Settings → Integrations → Salesforce** and enter:

    * Instance URL (e.g., `https://yourorg.my.salesforce.com`)
    * Client ID
    * Client Secret
    * Refresh Token
  </Step>

  <Step title="Create a tool and assign to agent">
    Go to **Tools → Create Tool** → select **Salesforce** template → assign to your agent.
  </Step>
</Steps>

## Available tools

| Tool                   | Description                     |
| ---------------------- | ------------------------------- |
| `search_accounts`      | Search accounts by name         |
| `get_account`          | Get account details             |
| `create_account`       | Create a new account            |
| `search_contacts`      | Search contacts                 |
| `get_contact`          | Get contact details             |
| `create_contact`       | Create a new contact            |
| `search_leads`         | Search leads                    |
| `get_lead`             | Get lead details                |
| `create_lead`          | Create a new lead               |
| `convert_lead`         | Convert lead to contact/account |
| `search_opportunities` | Search opportunities            |
| `get_opportunity`      | Get opportunity details         |
| `create_opportunity`   | Create a new opportunity        |
| `create_task`          | Create a task                   |
| `create_event`         | Create a calendar event         |
| `run_soql_query`       | Run a custom SOQL query         |