Salesforce actions

Salesforce actions let agents query and update Salesforce data directly from Glean, so sales and operations teams can work in one place while keeping CRM records current. With these actions, agents can run real-time SOQL queries across standard and custom objects, combine indexed Salesforce content with live data for richer answers, and automate structured updates to opportunities using guided, AI-suggested field changes that users can review before saving. This combination of live querying and controlled write-back helps maintain accurate pipelines, reduce manual data entry, and keep Salesforce a reliable source of truth for GTM and finance workflows.

You can use the following Salesforce actions to create a workflow with Glean Agents.

Send email

Send emails through Salesforce as part of multi-step Glean agents so sellers can trigger outreach without leaving Glean

Log email activity

Records email interactions as EmailMessage activity on Salesforce records

Create lead

Creates new Salesforce leads from within Glean agents without leaving the workflow

Update lead

Updates existing Salesforce leads

Create note

Creates Salesforce notes from within Glean agents so teams can capture context on any Salesforce record without leaving their workflow

Create contact

Creates new Salesforce contacts from within Glean agents so teams can capture people in Salesforce

Update contact

Updates existing Salesforce contacts

Create call log

Creates structured call logs in Salesforce

Create opportunity

Creates new Salesforce opportunities

Update Salesforce opportunity

Reviews and update Salesforce opportunity records from within Glean

Salesforce search

Searches Salesforce by combining indexed Salesforce content in Glean with live SOQL queries

Search Salesforce with SOQL

Query Salesforce using Salesforce Object Query Language

Create account

Creates new Salesforce accounts with flexible account parameters

Get account

Retrieves full details for a specific Salesforce account by ID

Create campaign

Creates new Salesforce campaigns with campaign details and settings

Add contact to campaign

Associates a Salesforce contact with a campaign as a campaign member

Associate contact to account

Links a Salesforce contact to an account

Get contact

Retrieves full details for a specific Salesforce contact by ID

Add lead to campaign

Associates a Salesforce lead with a campaign as a campaign member

Get lead

Retrieves full details for a specific Salesforce lead by ID

Get opportunity

Retrieves full details for a specific Salesforce opportunity by ID

Complete task

Marks a Salesforce task as completed with optional completion notes

Get user info

Retrieves information about the authenticated Salesforce user or a specific user by ID