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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.

[Beta] Send email

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

[Beta] Log email activity

Records email interactions as EmailMessage activity on Salesforce records

[Beta] Create lead

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

[Beta] Update lead

Updates existing Salesforce leads

[Beta] Create note

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

[Beta] Create contact

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

[Beta] Update contact

Updates existing Salesforce contacts

[Beta] Create call log

Creates structured call logs in Salesforce

[Beta] 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