Use Salesforce Agentforce Sales to discover object metadata, build account and opportunity briefs, review pipeline and forecast risk, run provider-native SOQL requests, manage account plans, summarize call transcripts, assign leads to Agentforce Lead Nurturing, read records, and perform explicit record creates or updates through the third-party MCP app.
What you can ask
Find records, build account briefs, review pipeline, run SOQL, manage account plans, and update records only when requested
Clay#69
HoneyBook#1,017