Read
Retrieve the accounts, contacts, opportunities, and activities in scope.
Salesforce
CRM & salesOverview
Enrich, update, and report on records under your profile.
- · Vendor-supported OAuth or scoped service credentials
- · Read and write access configured separately
- · Tool calls and outcomes recorded per run
Connector contract
Control what agents can do in Salesforce.
Exact authentication methods and available scopes depend on your Salesforce plan and deployment. Context keeps the connector configuration explicit.
Act
Prepare or apply approved record updates and follow-up tasks.
Verify
Log changed fields, source evidence, and the approving user.
Set up the connection
- 01
Authenticate
Connect Salesforce with an admin-approved OAuth flow or scoped credential supported by the vendor.
- 02
Choose scope
Select the accounts, workspaces, projects, or resources available to the runbook.
- 03
Map policy
Set read and write permissions, reviewer gates, and the identity used for each action.
- 04
Test a run
Verify one read, one permitted action, and the resulting audit record before rollout.
Agents that use Salesforce
Deal sourcing
Pipeline against your thesis
Financial Services →Customer experience
CX scoring & churn signals
Telecom →Citizen services
Intake, routing & response
Public Sector →Client QBR prep
Quarterly reviews in minutes
Insurance BPO →Document triage
Classify & route incoming docs
Insurance BPO →Policyholder updates
Process & communicate changes
Insurance BPO →Contract review
Standard positions & redlines
Legal →Covenant monitoring
Obligations checked before breach
Financial Services →
Connect Salesforce to Context.
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