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

# Salesforce tool

> Manage leads, contacts, and cases in your Salesforce CRM.

<img src="https://mintcdn.com/voiceflow-009a8802/s3P1FU2SwfLb9qjL/images/tools/integrations/Salesforcecover-1.png?fit=max&auto=format&n=s3P1FU2SwfLb9qjL&q=85&s=1f3ff688de7e86813ece5e74b21c64ad" alt="Salesforce tool cover" width="1920" height="1080" data-path="images/tools/integrations/Salesforcecover-1.png" />

The Salesforce tool lets your agent interact with your CRM during a conversation. Use it to create leads when users express interest, log support cases, update contact information, or add notes to existing cases for better team visibility.

## Using the Salesforce tool

Add the Salesforce tool to your agent from **Tools** → **Add tool** → **Salesforce**. You can also add tools directly from inside a [Playbook](/docs/documentation/build/steps/playbook) or [Integration step](/docs/documentation/build/steps/integration). Once added, you can call the Salesforce tool from inside a [Playbook](/docs/documentation/build/playbooks) or [Workflow](/docs/documentation/build/workflows).

### Actions

| Action                    | Description                                  |
| ------------------------- | -------------------------------------------- |
| **Create lead**           | Create a new lead in Salesforce.             |
| **Create contact**        | Add a new contact record to Salesforce.      |
| **Create case**           | Create a new customer service case.          |
| **Update lead**           | Update details for an existing lead.         |
| **Update contact**        | Edit information for an existing contact.    |
| **Update case**           | Modify fields or status of an existing case. |
| **Add comment to a case** | Append a comment to an existing case.        |

## Learn more about integrations

<Card title="Integrate with third-party tools" icon="https://mintcdn.com/voiceflow-009a8802/7tXLhWFbjNcyq704/images/icons/integration.svg?fit=max&auto=format&n=7tXLhWFbjNcyq704&q=85&s=84140036a98f211c30645b08808ccecb" href="/docs/courses/integrate-with-third-party-tools" cta="Learn now (5 mins)" width="24" height="24" data-path="images/icons/integration.svg">
  The best agents use tools to interact with the outside world. Learn how to get started with our bitesized course.
</Card>
