Salesforce Sales Cloud

Drive the product through a documented public API G

Agent access

Connect an agent via an official MCP server G

Agent access

Delegate tasks to a built-in AI assistant inside the product G

Agentic features

Plug MCP servers into this product so it can use their tools G

Agent access

Build against official SDKs G

Agent access

Get AI-generated insights and suggestions from my data inside the product G

Agentic features

Point an agent at llms.txt or agent-oriented docs G

Agent access

Use an official CLI G

Agent access

Run the product headlessly / in CI for automation G

Agent access

Set up automations that run autonomously in the background G

Agentic features

Operate the product with natural-language commands G

Agentic features

Issue scoped/least-privilege API credentials for an agent G

Agent access

Download a machine-readable API spec (OpenAPI or equivalent) G

Api quality

Explore an interactive API reference with runnable examples G

Api quality

Rely on versioned APIs with a documented deprecation policy G

Api quality

Subscribe to events via webhooks G

Agent access

Test against a sandbox environment without touching production data G

Api quality

Define rules that trigger actions automatically on events G

Have an agent update deal stages and next steps from email and meeting signals via the API or MCP server C

Ai crm ops

Build reports and dashboards on pipeline, activity, and conversion without exporting to a spreadsheet C

Reporting

Build trigger-based workflows that update records, create tasks, and send notifications automatically C

Workflows

Connect Gmail or Outlook so emails sync two-way and log automatically to the right records C

Email

Manage contacts and companies as linked records with a full activity timeline on each C

Record management

Model custom objects with fields and relationships beyond the built-in contacts, companies, and deals C

Data model

Track deals on a visual pipeline with customizable stages and drag-and-drop updates C

Deals

Have an agent enrich a new lead end-to-end via the API or MCP server — creating the record, filling company data, and assigning an owner C

Ai crm ops

Export all of my data in open formats and leave G

Prevent my data from being used to train AI models G

Sync records bidirectionally through the API at scale, with documented rate limits, upserts, and change detection G

Api depth

Import my spreadsheet of contacts and deals with field mapping and validation, without losing rows silently G

Imports

Self-host the core product G

Forecast revenue from pipeline value, stage probabilities, and close dates C

Forecasting

Do everything through the API that I can do in the UI G

Have an agent compile an account brief — open deals, recent emails, and history — from CRM data via the API or MCP server before a meeting C

Ai crm ops

Route new leads to the right owner automatically with assignment rules or round-robin C

Workflows

Go from signup to a working pipeline with my real data in under an hour, without an implementation partner C

Time to value

Schedule recurring jobs or workflows G

Send templated emails or multi-step sequences to prospects from inside the CRM C

Outreach

Sync my calendar so meetings appear on contact and deal timelines C

Email

Install prebuilt integrations (Slack, support desk, marketing, data warehouse) from an app marketplace C

Ecosystem

Add custom fields and build filtered, sorted, and shared views without an admin project C

Data model

Choose where my data is stored (region/residency) G

Detect duplicate contacts or companies and merge them without losing data C

Data quality

Opt out of telemetry and usage tracking G

Perform bulk operations across many items at once G

Control data retention and deletion G

Have contact and company records auto-enriched with firmographic and contact data C

Data quality

Migrate from another CRM with my records, owners, and history intact C

Imports

Read the product's source under an open license G

Run multiple pipelines with different stage sets for different products or motions C

Deals

Version, review, and roll back my automations G