Salesforce Service Cloud
for LuumenAI

Salesforce Service Cloud is a customer service platform providing case management, knowledge base, omnichannel support, and service automation to deliver exceptional customer experiences

Operate Salesforce Service Cloud from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.

The Salesforce Service Cloud toolbox

22 tools: 10 read, 12 write. Reads answer instantly. Writes require approval by default. Everything is logged.

  • ReadDescribe SObjectRetrieve metadata of any sObject.
  • ReadGenerate Request IDGenerate a UUIDv4 string to use as an Idempotency-Key header in Salesforce User Interface API requests.
  • ReadGenerate Signed JWT AssertionGenerate a signed JWT assertion for Salesforce JWT bearer OAuth flow.
  • ReadGet Case RecordRetrieve a Salesforce Case record by its ID.
  • ReadGet Chat MessagesLong-poll for chat messages/events.
  • ReadGet Live Agent API VersionRetrieve current Live Agent API version.
  • ReadList Einstein BotsLists all Einstein Bot definitions in the Salesforce organization.
  • ReadQuery All SOQLExecute a SOQL query including deleted and archived records.
  • ReadQuery SOQLExecute a SOQL query.
  • ReadRetrieve Salesforce UsernameRetrieve the Salesforce username.
  • WriteChasitor Sneak PeekSend real-time typing indicator (sneak peek) to Live Agent during active chat session. Approval by default
  • WriteComposite BatchExecute multiple independent REST subrequests in one batch call. Approval by default
  • WriteComposite RequestExecute up to 25 dependent Salesforce REST subrequests in a single API call. Approval by default
  • WriteComposite SObject TreeCreate one or more nested sObject record trees in a single API call. Approval by default
  • WriteCreate Case RecordCreate or upsert a Salesforce Case record. Approval by default
  • WriteDelete Case RecordDelete a Salesforce Case record. Approval by default
  • WriteReconnect Chat SessionReconnect a Live Agent chat session after the affinity token changes. Approval by default
  • WriteResync Chasitor StateResynchronizes the chat visitor's state after a session reconnection. Approval by default
  • WriteSend Custom EventSend a custom event from a chat visitor to a Live Agent during an active chat session. Approval by default
  • WriteSet BreadcrumbSet a breadcrumb URL for the visitor's current page. Approval by default
  • WriteUpload File to S3Upload a file to managed S3 storage. Approval by default
  • WriteVisitor Sensitive Data Rule TriggeredTrigger sensitive data rules for the chat visitor. Approval by default

Questions

How does LuumenAI connect to Salesforce Service Cloud?

Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

Can LuumenAI change things in Salesforce Service Cloud on its own?

Read actions answer immediately. Anything that writes — chasitor sneak peek, composite batch, composite request, composite sobject tree, and more — is shown as a plan and requires approval by default, including the 3 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.

Who gets access to the integration?

You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.

Is there an audit trail?

Every call to Salesforce Service Cloud — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.

Put Salesforce Service Cloud to work with Luumen

Connect in minutes. Every action scoped, approved, and audited from day one.