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Salesforce provider contract for accounts, leads, contacts, opportunities, notes, tasks, and pipeline reads.

5 listed actions3 capability groups

Connection facts

What the Salesforce connector actually exposes.

These details come from the current StackOS provider manifest and action catalog. They describe the available connection—not a promise that every workflow will use every action.

Connection method
OAuth connection
Setup
Create or use a Salesforce connected app with the fixed StackOS callback, then use Connect with Salesforce. A manually supplied access token remains available for legacy profiles.
Capability groups
CRM Operations, Lead Management, Pipeline Management
Action boundaries
1 read action4 write actions

Action catalog

Actions listed for Salesforce.

Actions listed for this integration. Individual descriptions note availability limits. A workflow still decides which actions belong in the job and where approval is required.

5 matching actions

CRM OperationsCan make changes

Create Salesforce Task

Create a Salesforce task from explicit task input.

Pipeline ManagementReads data

Query Salesforce Opportunities

Query bounded Salesforce Opportunity records through allowlisted query templates.

CRM OperationsCan make changes

Upsert Salesforce Account By External ID

Upsert a Salesforce Account using an approved external ID field and safe refs.

CRM OperationsCan make changes

Upsert Salesforce Contact By External ID

Upsert a Salesforce Contact using an approved external ID field and safe refs.

Lead ManagementCan make changes

Upsert Salesforce Lead By External ID

Upsert a Salesforce Lead using an approved external ID field and safe refs.

Direct answer

How does the Salesforce integration work?

People continue using Salesforce as their tool. StackOS adds it to a visible workflow, keeps the work in order, and passes only the approved action to the integration when that stage is ready.

  1. 01Your requestStart in your AI
  2. 02StackOS planExpands the steps
  3. 03SalesforceDoes its bounded part
  4. 04Checked resultKeeps the proof

More from GTM And RevOps

Related integrations.

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Common questions

Salesforce and StackOS.

What can the Salesforce integration do in StackOS?

The current catalog includes 5 Salesforce actions across CRM Operations, Lead Management, Pipeline Management. The exact actions used depend on the workflow and approval rules.

Does StackOS replace Salesforce?

No. Salesforce remains the tool that performs its part of the job. StackOS organizes the workflow, keeps status and dependencies visible, and calls the tool only when the plan reaches the right approved action.