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Salesforce

Beta

CRM / Enterprise Sales

Product site ↗Agent docs ↗

Agent Interface

REST APISOQL Query APIStreaming API (PushTopic)Agentforce (native AI agent layer)MCP (via Agentforce MCP Server, beta)

What an agent can do

  • ✓Read and write Leads, Contacts, Accounts, Opportunities
  • ✓Run SOQL queries against any sObject
  • ✓Create and update Cases and Service tickets
  • ✓Trigger Process Builder / Flow automations
  • ✓Search records using SOSL
  • ✓Access reports and dashboards (read)
  • ✓Manage tasks, events, and activities

What it can't do

  • ✗Modify Apex code via API
  • ✗Access org metadata changes in real-time without Streaming API setup
  • ✗Run arbitrary code in sandboxes (requires Tooling API)
  • ✗Read field-level security without matching permissions profile

Auth Model

OAuth 2.0 (Connected App)Session ID (legacy)JWT Bearer Flow (server-to-server)

Builder Notes

Salesforce has Agentforce — a native AI agent layer built into the platform. For external agents, use Connected App OAuth with JWT Bearer for headless authentication. SOQL is powerful but requires Salesforce-specific knowledge. Agentforce MCP integration is in beta as of early 2026.

Sources

  • https://developer.salesforce.com/docs/platform/rest-api/guide/intro_rest_api.html
  • https://developer.salesforce.com/docs/einstein/agentforce/guide/agentforce-overview.html
  • https://developer.salesforce.com/docs/platform/rest-api/guide/oauth-auth-flow.html

Last verified: 2026-03-01

Category
CRM / Enterprise Sales
Maturity
Beta
Agent Interface
REST API, SOQL Query API, Streaming API (PushTopic), Agentforce (native AI agent layer), MCP (via Agentforce MCP Server, beta)
Auth Model
OAuth 2.0 (Connected App), Session ID (legacy), JWT Bearer Flow (server-to-server)
Last Verified
2026-03-01
Key Capabilities
Read and write Leads, Contacts, Accounts, OpportunitiesRun SOQL queries against any sObjectCreate and update Cases and Service ticketsTrigger Process Builder / Flow automationsSearch records using SOSL
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