Salesforce
CRM and salesBuilt by Capstan
Research accounts and fill missing fields from public sources.
What an agent can do in Salesforce
Defaults for a new agent. Change them per agent in Control.
- Read accounts and opportunitiesRuns freely
- Update a fieldAsks first
Set up in three steps
01
Connect Salesforce
Sign in to Salesforce from Capstan, or paste a key. Capstan stores it encrypted and never shares it between agents.
02
Choose what it may do
Every action starts as read-only or asks-first. Loosen it per agent once you trust the runs.
03
Add it to an agent
Mention Salesforce when you describe a job, or add it to an existing agent's tools.