Cross-vertical

Automate Salesforce with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Salesforce. It runs 10 supported actions in Salesforce, including updated record, field on record updated, and create record, and connects it to HubSpot, Litify, and Practifi. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Salesforce integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Salesforce and every tool it touches, including the screens with no API.

Supported actions10

New recordTriggers when a new record of a chosen object is created.
Updated recordTriggers when a record of a chosen object is updated.
Field on record updatedTriggers when a specific field on a record changes.
New outbound messageTriggers when Salesforce sends a configured outbound message.
Create recordAdd a new record of any Salesforce object with custom fields.
Update recordModify fields on an existing record.
Find recordSearch records by SOQL or field/value lookup.
Add to campaignAdd a lead or contact to a campaign.
Convert lead to contactConvert a Salesforce lead with optional account and opportunity.
Send emailSend an email through Salesforce's email action.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the Salesforce API?Visit salesforce.com

How to automate Salesforce

Connect Salesforce to Caddi
Allow
1Sign in to Salesforce
One click with your own Salesforce login. No API keys.
Automate account record creation in Salesforce.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Salesforce

Why teams automate Salesforce

Salesforce is the system of record at most large advice firms, RIAs, and legal departments. Caddi AI Agents keep it the system of record by automating every motion that feeds it — and every motion that follows.

Salesforce is only as good as the data inside it. Caddi writes the right record into Salesforce from every inbound source — email, PDFs, signed forms — and runs every downstream step on signal.

Loops Caddi runs against Salesforce

Account Record Creation
Real customer flow
Caddi extracts required details from account-opening PDFs and creates the linked household, person, and new account form records, reducing manual data entry for client services teams.
Speeds account setup, improves record consistency, and reduces manual NAF work.
Model Selection Forms
Real customer flow
Caddi pulls household and account details to populate a model selection form and sends it for signature.
Form completion is faster and model selection documents get to advisors with less manual work.
Household Review Report Filing
Real customer flow
Caddi generates household review meeting report PDFs and files them with the correct metadata.
Review report creation and filing happens automatically.
Signed IPS Archiving
Real customer flow
Caddi downloads signed investment policy statements, archives the PDFs with the right metadata, and updates the related household record and task.
Signed IPS forms are archived correctly and Salesforce tasks close out promptly.
Meeting Invitation Emails
Real customer flow
1. Salesforce
2. Microsoft Outlook
Caddi pulls verified client contact details to draft and send meeting invitation emails from a saved template and creates a follow-up task.
Client meeting invitations go out automatically with consistent follow-up in Salesforce.
Intake Document Packets
Real customer flow
Caddi classifies and names intake document images, merges related PDFs, files the packet to the correct case workspace, and updates processing status.
Intake documents are processed and filed automatically.

Where professional services teams use it

Inbound triage
Watch Salesforce for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Salesforce in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Salesforce alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Salesforce update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Salesforce

Does Caddi have a real Salesforce integration?

Yes. Caddi runs verified code against Salesforce's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Salesforce is reviewed before it runs in production.

Do I need engineering help to automate Salesforce with Caddi?

No. You demonstrate the workflow, clicking through Salesforce the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Salesforce data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Salesforce, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Salesforce to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Salesforce, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Salesforce?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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