CRM & Sales
Salesforce + Cairn
Research accounts, update opportunities and draft follow-ups against live CRM data.
SETUP TIME
6 min
AUTHENTICATION
Connected app
CATEGORY
CRM & Sales
BUILT BY
Cairn · maintained
OVERVIEW
How Cairn works with Salesforce
Research accounts, update opportunities and draft follow-ups against live CRM data. Connect Salesforce with Connected app in about 6 min — no code required — and choose exactly which scopes each agent can use.
What agents can do
Field-level security respected
SOQL-backed lookups
Opportunity and task updates
Sandbox-first rollout
Permissions and audit
Every call an agent makes to Salesforce is recorded in the run trace with its inputs, outputs and the policy that allowed it. Revoke access at any time from the integrations page and running agents stop immediately.
Triggers
Opportunity updated
Lead created
Case created
Actions
Update record
Create task
Post Chatter message