CRM

Connect Salesforce to Your AI Agents

Enable your WKIL agents to create leads, update opportunities, manage support cases, and keep Salesforce current through a secure integration.

Authentication: OAuth 2.0

What you can do

Available capabilities may vary by authentication and workspace configuration.

Create Lead

Add a new lead record with source and contact details.

Update Opportunity

Change the stage, amount, or close date of an opportunity.

Query Records

Retrieve records using structured filters.

Create Task

Assign a follow-up task on a record.

Update Case

Change the status or owner of a support case.

New Lead

Fires when a new lead record is created.

New or Updated Opportunity

Fires when an opportunity is created or its fields change.

Account Created or Updated

Fires when an account record is created or modified.

An agent creates a lead from an inbound WhatsApp inquiry and routes it to the right rep.
An agent updates a support case status once a customer confirms their issue is resolved.

1
Choose the integration
Add Salesforce to your agent from inside the WKIL platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Does this work with custom Salesforce objects?

Capabilities depend on your workspace configuration and the objects/fields you expose to the agent.