Give your customer workflow the Salesforce context it needs. Through Composio, a Gleap Custom Agent can query records, retrieve a known record, and update selected fields when those tools are enabled.
Work with your actual customer model
The toolkit supports SOQL queries and record lookup by object type and record ID. That lets you build around the accounts, contacts, cases, or custom objects your team actually maintains.
An agent could find the case connected to a customer report and prepare an internal summary using the account context. Define the fields that matter to the handoff rather than relying on an unrestricted search across unrelated records.
Make updates deliberate
If the workflow should update Salesforce, specify the record and field mapping. Salesforce validation rules still apply to those updates. A lookup-only workflow can leave update actions disabled.
Connect Salesforce from your custom agent’s tools and follow the authorization steps. Inspect the actions exposed to that account, then check a known record. The object’s API name and record ID must refer to the same type of record; custom fields need their actual API names.
The Salesforce toolkit reference documents queries and record operations. For forwarding Gleap tickets into Salesforce cases, use the native Salesforce integration. Use Custom Agents to design a more specific lookup or update around your CRM model.
