> ## 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.

![Salesforce tool cover](https://mintcdn.com/voiceflow-009a8802/s3P1FU2SwfLb9qjL/images/tools/integrations/Salesforcecover-1.png?fit=max\&auto=format\&n=s3P1FU2SwfLb9qjL\&q=85\&s=1f3ff688de7e86813ece5e74b21c64ad)

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](https://www.voiceflow.com/docs/documentation/build/steps/playbook.md) or [Integration step](https://www.voiceflow.com/docs/documentation/build/steps/integration.md). Once added, you can call the Salesforce tool from inside a [Playbook](https://www.voiceflow.com/docs/documentation/build/playbooks.md) or [Workflow](https://www.voiceflow.com/docs/documentation/build/workflows.md).

### 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

> **[Integrate with third-party tools](https://www.voiceflow.com/docs/courses/integrate-with-third-party-tools.md)**
>
> The best agents use tools to interact with the outside world. Learn how to get started with our bitesized course.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.