---
title: "Salesforce integration for LuumenAI"
url: "https://www.luumen.ai/integrations/salesforce/"
entity: SoftwareIntegration
category: "Enterprise applications"
audience: "SRE, DevOps, platform engineering, IT operations"
---

# Salesforce integration for LuumenAI

Records and integration jobs checked without a second console.

## What LuumenAI can do with Salesforce

LuumenAI connects to Salesforce with OAuth 2.0 and exposes 185 tools (124 read-only · 44 write · 17 destructive). Reads answer immediately; writes are shown as a plan and require approval by default, configurable per tool by an administrator.

## Key facts

- Authentication: OAuth 2.0
- Tools available: 185 tools (124 read-only · 44 write · 17 destructive)
- Plan: available on all plans
- Category: Enterprise applications

## About Salesforce with LuumenAI

Operate Salesforce 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.

## Example tools

Read-only (124 in total):

- `SALESFORCE_CREATE_BULK_QUERY_JOB` — Create a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set.
- `SALESFORCE_EXECUTE_SOSL_SEARCH` — Execute a SOSL search to search across multiple Salesforce objects.
- `SALESFORCE_GET_A_BATCH_OF_RECORDS` — Retrieve multiple Salesforce records in a single request with customizable field selection.
- `SALESFORCE_GET_ACCOUNT` — Retrieves a specific account by ID from Salesforce, returning all available fields.
- `SALESFORCE_GET_ALL_CUSTOM_OBJECTS` — Retrieves Salesforce objects (standard and custom) with detailed metadata.
- `SALESFORCE_GET_ALL_FIELDS_FOR_OBJECT` — Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
- `SALESFORCE_GET_ALL_NAVIGATION_ITEMS` — Gets all navigation items (tabs) that the user has access to.
- `SALESFORCE_GET_API` — Discover available REST API resources for a specified Salesforce API version.

Write and destructive (61 in total, approval required by default):

- `SALESFORCE_ADD_CONTACT_TO_CAMPAIGN` — Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
- `SALESFORCE_ADD_LEAD_TO_CAMPAIGN` — Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
- `SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM` — Adds a product (line item) to an opportunity.
- `SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES` — Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
- `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT` — Associates a contact with an account by updating the contact's AccountId field.
- `SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS` — Clones an opportunity and optionally its products (line items).
- `SALESFORCE_CLONE_RECORD` — Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.
- `SALESFORCE_CLOSE_OR_ABORT_JOB` — Close or abort a Salesforce Bulk API v2 ingest job.

## Frequently asked questions

### How does LuumenAI connect to Salesforce?

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 on its own?

Read actions answer immediately. Anything that writes is shown as a plan and requires approval by default, including the 17 actions classified as destructive. Administrators configure that per tool.

### Is there an audit trail?

Every call to Salesforce — read or write, approved or declined — is recorded with the actor, the input, and the result.

Full page: https://www.luumen.ai/integrations/salesforce/