---
title: "Authenticate Salesforce Tools"
---

This guide walks you through authenticating Salesforce tools using Airia's OAuth 2.0 connector, allowing your models to interact with your Salesforce instance.

## Supported Salesforce Tools

Airia includes several pre-built tools with Salesforce authentication in its library that can do tasks such as the following:

*   **Create a Lead**
*   **Retrieve Account details**
*   **Run a SOQL Query**
*   **Create a new contact in Salesforce account**
*   **Create a SFDC quote**

You can also integrate many other functionalities via the general Salesforce API by simply adding a Salesforce API tool and authenticating through your account. This guide focuses on the in-built tools.

## Add a Salesforce Tool with Authentication

Follow these steps to add and authenticate a Salesforce tool:

1.  **Select a Salesforce Tool:**
    *   Navigate to the **Tools** section in your Airia dashboard.
    *   From the library, select the desired Salesforce tool (e.g., **Create a Lead**, **Retrieve Account details**).
    
2.  **Review Tool Settings:**
    *   On the tool configuration page, verify that the API and parameters are correctly listed for the selected tool. Salesforce tools leverage Salesforce's APIs.
    
3.  **Update Salesforce Domain/Instance URL:**
    *   Your Salesforce account has a unique domain that forms part of its URL (e.g., `https://mycompany.my.salesforce.com`). This is typically the same URL you use to access Salesforce in your browser.
    *   Locate your specific Salesforce domain. (Refer to the [Salesforce Documentation page](https://help.salesforce.com/s/articleView?id=xcloud.domain_name_overview.htm&type=5) for guidance on finding your Salesforce domain.)
    *   Update the tool's **URL** field with your company's Salesforce domain.
    
4.  **Choose Authentication Method:**
    *   From the authentication fields dropdown, select **Salesforce Authentication**.
    *   You will see two permission options:
        *   **Allow access to the current user (full scope)**
        *   **Allow your application to perform requests (api scope)**
    *   For most use cases, select **Allow access to the current user (full scope)** to grant comprehensive access.
    *   Here, you can also select the Salesforce instance you want to authenticate - Live or Sandbox
5.  **Verify Credentials and Save:**
    *   After successfully authenticating, the saved credentials should appear under the tool's configuration.
    *   Click **Save** to add the configured tool to your library.

## Verify Tool Execution

After adding the Salesforce tool to an agent, execute the agent to verify that the tool works correctly:

![Agents with Salesforce](../Images/salesforce_agent.png)

> 💡 Note: For improved model responses when using Salesforce tools, consider adding a prompt that provides details about your organization, specific fields, or terminology relevant to your use case.
