> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voiceflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce tool

> Manage leads, contacts, and cases in your Salesforce CRM.

<img src="https://mintcdn.com/voiceflow-009a8802/eGkyyTKz_LvX1Any/images/tools/integrations/Salesforcecover-1.png?fit=max&auto=format&n=eGkyyTKz_LvX1Any&q=85&s=5c37d44f1bd310d46088ec14ea1efd83" alt="Salesforce tool cover" width="1920" height="1080" data-path="images/tools/integrations/Salesforcecover-1.png" />

The Salesforce tool lets your agent interact with your CRM during a conversation. Use it to create leads when users express interest, log support cases, update contact information, or add notes to existing cases for better team visibility.

## Using the Salesforce tool

Add the Salesforce tool to your agent from **Tools** → **Add tool** → **Salesforce**. You can also add tools directly from inside a [Playbook](/documentation/build/steps/playbook) or [Integration step](/documentation/build/steps/integration). Once added, you can call the Salesforce tool from inside a [Playbook](/documentation/build/playbooks) or [Workflow](/documentation/build/workflows).

### Actions

| Action                    | Description                                  |
| ------------------------- | -------------------------------------------- |
| **Create lead**           | Create a new lead in Salesforce.             |
| **Create contact**        | Add a new contact record to Salesforce.      |
| **Create case**           | Create a new customer service case.          |
| **Update lead**           | Update details for an existing lead.         |
| **Update contact**        | Edit information for an existing contact.    |
| **Update case**           | Modify fields or status of an existing case. |
| **Add comment to a case** | Append a comment to an existing case.        |