Salesforce

Salesforce · Live

Ask Salesforce without writing the SOQL.

Read Salesforce accounts, opportunities, leads, and reports so the agent can pull customer-360 data without leaving Lumen.

Connect SalesforceHow it worksLive
Auth
OAuth
Access
Read-only by default
Plan
Every plan
Freshness
Live — every call hits the Salesforce REST API
Available on
Every plan

Examples

Questions teams actually ask.

The tools it pulls from are shown inline — every answer in Lumen cites the underlying records it read.

Sales

Open opportunities over $100k by stage and owner, with last-activity date and probability.

pullsrunQuery
Customer

Pull the customer 360 for `Acme Corp` — open opportunities, support cases, recent activity, key contacts.

pullsfindAccountrunQuery
Reports

Run our `Q4 Pipeline` saved report and tell me which deals have slipped a stage in the last 14 days.

pullslistReportsrunReport

Scope

What Lumen sees. What it can change.

Read is on by default. Every write is a separate toggle, capped per user, and logged.

Read

What Lumen reads

Lumen calls Salesforce's REST API with the OAuth token you grant at install. Read scope only by default. Lumen builds SOQL behind the scenes — you describe what you want, the agent writes the query.

  • SObjects

    Read any standard or custom object via SOQL — Account, Opportunity, Lead, Case, Contact, custom

  • Run query

    Issue a SOQL query directly, with safe parameter binding

  • Saved reports

    Run any saved report by ID, get the row data and grouped totals

  • Metadata

    Field-level metadata for any object — names, types, picklist values

  • Recent items

    User's recent records across objects, useful for context lookups

Write · opt-in

What Lumen can write

Lumen does not write to Salesforce by default. Record updates and creates can be admin-enabled per org with field-level controls.

    Every call is logged with user, org ID, operation, SOQL (when used), and date range. Exportable as CSV.

    Install

    Connect in under a minute.

    No keys, no call, no app marketplace fine print.

    1. Authorize
      01

      Connect with Salesforce OAuth

      In Settings → Integrations → Salesforce, click Connect. Pick Production or Sandbox, sign in, and approve the read scopes Lumen requests.

    2. Confirm scope
      02

      Pick which objects

      Lumen reads from whatever your user can see. If you want a tighter scope, use a Salesforce permission set on a dedicated integration user.

    3. Ask
      03

      Try a warm-up question

      Start with "Open opportunities over $100k by stage" — the agent will write the SOQL, run it, and show the result.

    Connect Salesforce. Skip the SOQL editor.

    OAuth. Read-only by default. Record writes opt-in.

    Connect SalesforceBack to all integrations