Salesforce API: Objects, Queries and Automations with AI Agents
Salesforce has a broad set of APIs (REST, SOAP, Bulk, Streaming and Metadata) to read and write any CRM object. Sales, operations and IT teams use them to connect ERP, marketing and customer service. Access is through a connected app with OAuth 2.0, and availability depends on the edition you have.
What the Salesforce API offers
Objects (sObjects)
Create, read, update and delete leads, accounts, contacts, opportunities and custom objects.
SOQL queries and SOSL search
Query records with filters and relationships.
Bulk API
Load or extract large volumes of records asynchronously.
Events and Change Data Capture
Receive notifications of record changes.
Metadata and Tooling
Look up and deploy org configuration.
Reports and dashboards
Run reports and read the results.
How to access the Salesforce API
- With your company’s credentialsOAuth 2.0 through a connected app (connected app or external client app) in the org, with an integration user and a minimal permission profile.
- There is a daily API call limit per org: the agent uses queries and Bulk for large volumes.
- Test first in a sandbox of the org.
- Some editions do not include API access: check yours.
Official documentation: developer.salesforce.com/docs
What an iTeam agent does with the Salesforce API
CRM updated after the meeting
The agent reads the transcript or notes, updates the opportunity and creates the next tasks in Salesforce.
Leads qualified before the SDR
Each new lead is enriched and scored by the agent, which records the reason in the qualification field.
Pipeline reviewed
Every week the agent points out opportunities with no activity, an overdue close date or an inconsistent amount.
Records without duplicates
Before creating an account or contact, the agent searches by tax ID, domain and name and suggests merging.
From the credential to the agent at work, with approval
Create the connected app
In Salesforce Setup, create the connected app with the OAuth scopes you need and an integration user with a restricted profile.
Register the credential in the iTeam vault
The Salesforce credential stays in the iTeam vault, outside prompts and spreadsheets. Each agent gets only the actions it needs (run SOQL, update an opportunity, create a task), and anything that writes data goes through approval.
Test with human approval
Before going live, update a record in a Salesforce sandbox. In the first weeks, write actions stay under approval and everything is in the audit trail.
Ready-made AI teams that use Salesforce
Customer success team
It reads usage, tickets and CRM notes every week and tells your team which accounts need a call, and why.
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
Questions about the Salesforce API
Is the Salesforce API free?
API access comes with editions such as Enterprise and Unlimited, and with some others through an add-on. The daily call limit depends on the edition and the licenses.
Do I need to write code to use the Salesforce API with iTeam?
Not necessarily. iTeam's HTTP tool learns the Salesforce API endpoints from the documentation, and the deployment team sets up credentials, permissions and the process. Your team validates the result.
Does iTeam compete with Agentforce?
Not necessarily. The iTeam agent also works outside Salesforce (WhatsApp, email, ERP) and connects everything in one process with approval and an audit trail.
