> ## Documentation Index
> Fetch the complete documentation index at: https://phidatainc-agui.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Use Salesforce CRM with Agno agents to query, create, and manage records.

## Prerequisites

```shell theme={null}
uv pip install -U simple-salesforce
```

```shell theme={null}
export SALESFORCE_USERNAME="you@example.com"
export SALESFORCE_PASSWORD="your-password"
export SALESFORCE_SECURITY_TOKEN="token-from-email"
export SALESFORCE_DOMAIN="login"
```

## Example

```python cookbook/91_tools/salesforce_tools.py theme={null}
from agno.agent import Agent
from agno.models.openai import OpenAIChat
from agno.tools.salesforce import SalesforceTools

# Read-only agent (default)
read_only_agent = Agent(
    name="Salesforce Explorer",
    model=OpenAIChat(id="gpt-4o"),
    tools=[SalesforceTools()],
    instructions=[
        "Use describe_object to understand available fields before building queries.",
        "Use SOQL for precise structured queries, SOSL for full-text search across objects.",
    ],
    markdown=True,
)

# Full CRM agent with write operations enabled
full_crm_agent = Agent(
    name="Salesforce CRM Agent",
    model=OpenAIChat(id="gpt-4o"),
    tools=[
        SalesforceTools(
            enable_create_record=True,
            enable_update_record=True,
            enable_delete_record=True,
        )
    ],
    instructions=[
        "Always use describe_object to check required fields before creating records.",
        "Confirm with the user before deleting any records.",
    ],
    markdown=True,
)

if __name__ == "__main__":
    # Explore available objects
    read_only_agent.print_response(
        "List the queryable Salesforce objects in this org",
        stream=True,
    )

    # Query accounts
    read_only_agent.print_response(
        "Find the top 5 accounts by name using SOQL",
        stream=True,
    )

    # Describe an object's schema
    read_only_agent.print_response(
        "Describe the Contact object. What fields are required for creating a new contact?",
        stream=True,
    )

    # Search across objects
    read_only_agent.print_response(
        "Search for anything related to 'United' across all objects",
        stream=True,
    )
```

## Run the Example

```bash theme={null}
git clone https://github.com/agno-agi/agno.git
cd agno/cookbook/91_tools

# Create and activate virtual environment
./scripts/demo_setup.sh
source .venvs/demo/bin/activate

python salesforce_tools.py
```

For details, see [Salesforce Tools cookbook](https://github.com/agno-agi/agno/blob/main/cookbook/91_tools/salesforce_tools.py).