1. Add Lindy to Slack
One click from the Slack marketplace. The whole team gets Lindy at once.
Use Salesforce with Lindy.
Connect Salesforce and start asking Lindy to take work off your plate. No workflows to build, just tell Lindy what you need in plain language.
Actions
Everything Lindy can do in Salesforce
Explore all the actions Lindy can perform in Salesforce. Just describe what you need in plain language, and Lindy handles the rest.
actions58 actions
Add a contact to a campaign
Add an existing contact to an existing campaign
Add a lead to a campaign
Add an existing lead to an existing campaign
Convert Soap Xml Object To Json
Convert Salesforce SOAP XML data to JSON format.
Create Account
Create a new account record in Salesforce with basic contact information.
Create Accounts (batch)
Create multiple Accounts in Salesforce using Bulk API 2.0.
Create a contact
Create a contact
Create a lead
Create a lead in Salesforce
Create a task
Create a task in Salesforce.
Create Attachment
Create and attach files to Salesforce records.
Create Campaign
Create a new marketing campaign in Salesforce with specified details and settings.
Create Case
Create a new case record in Salesforce with basic details.
Create Case Comment
Add a comment to an existing Salesforce case.
Create Content Note
Create and manage content notes in Salesforce with customizable permissions and visibility settings.
Create Event
Create and schedule events in Salesforce with customizable details and invitees.
Create Note
Create a new note and associate it with a Salesforce record.
Create Opportunities (batch)
Create multiple Opportunities in Salesforce using Bulk API 2.0.
Create Opportunity
Create a new sales opportunity in Salesforce with basic details and stage.
Create Record
Create a new record in Salesforce for a specified object type.
Create Task
Create a new task with priority, due date, and optional recurring settings in Salesforce.
Create User
Create new Salesforce users with specified details and permissions.
Delete Note Or Content Note
Delete a note or content note from a Salesforce record.
Delete Opportunity
Delete a Salesforce opportunity record using its ID.
Delete Record
Delete a record from Salesforce by specifying the object type and ID.
Find Records
Find and retrieve Salesforce records based on object type and specified fields.
Get all accounts
Get all accounts
Get all contacts
Get all contacts
Get an account
Get an account
Get Case
Retrieves a case by its ID.
Get Knowledge Articles
Get a page of online articles for the given language and category through either search or query.
Get Knowledge Data Category Groups
Fetch data category groups visible to the current user.
Get Record By Id
Retrieves a record by its ID.
Get User
Retrieves a user by their ID.
Insert Blob Data
Insert binary data and attachments into Salesforce objects.
List Case Comments
Lists all comments for a case.
List Email Messages
Lists all email messages for a case.
List Email Templates
Lists all email templates.
List Knowledge Articles
Lists all knowledge articles.
List Object Fields
Lists all fields for a given object type.
Post A Message To Chatter Feed
Post messages to Salesforce Chatter feeds for specific records.
Search for a contact
Search for a specific contact
Search for a opportunity
Search for a specific opportunity
Search Object Records
Search Salesforce records across specified object types using a search term.
Send Email
Sends an email.
Soql Query
Execute custom SOQL queries against your Salesforce data.
Soql Query (object Query)
Execute custom SOQL queries against your Salesforce data.
Sosl Search
Search Salesforce records using SOSL query syntax.
Sosl Search (object Search)
Search Salesforce records using SOSL query syntax.
Update Account
Update account details in Salesforce with new information.
Update Accounts (batch)
Update multiple Accounts in Salesforce using Bulk API 2.0.
Update a contact
Update an existing contact
Update a lead
Update an existing lead in Salesforce
Update Content Note
Updates an enhanced Salesforce content note, which can include formatted text and is part of Salesforce Files.
Update Email Template
Updates an email template.
Update Note
Updates a classic Salesforce note, which can contain up to 32 KB of text and is associated with a parent record.
Update Opportunities (batch)
Update multiple Opportunities in Salesforce using Bulk API 2.0.
Update Opportunity
Update details and properties of a Salesforce opportunity record.
Update record
Update a record in Salesforce.
Upsert Record
Create or update a Salesforce record based on an external identifier.
People use Lindy at some pretty cool places.
Easy as one, two, three
How it works
2. Connect your tools
Lindy works with 1,500+ apps and any MCP server.
3. Put Lindy to work
@mention Lindy in any channel and it starts working. Minutes, not a weekend.
Blog
Related Articles
Frequently asked questions
What is Lindy?
Lindy is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Lindy takes the work off your plate.
How do I connect Salesforce to Lindy?
Sign up to Lindy, ask Lindy to connect to Salesforce, and approve the connection when prompted. From then on you can ask Lindy to do things in Salesforce whenever you need.
Do I need to build workflows or write code?
No. There's nothing to build or configure. You ask Lindy in Slack the same way you'd ask a colleague, and Lindy handles the rest.
Can Lindy handle Salesforce tasks automatically?
Yes. Ask once and tell Lindy when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
What can Lindy do with Salesforce
Read and act on data in Salesforce, and trigger workflows when something changes there. Tell Lindy the outcome you want and it handles the rest.
Does Lindy work with my other tools too?
Yes. Lindy connects to 1,500+ apps and any MCP server, so you can ask for tasks that span Salesforce and the rest of your stack in a single request.
