Integrate the Salesforce API.Caddi writes and runs the integration for you.
Salesforce has REST, GraphQL and SOAP APIs. API is enabled by default on Enterprise, Unlimited, Performance and Developer editions; Professional Edition requires purchasing the API add-on, and Group/Essentials are not enabled by default.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
The connection is a project before it does anything.
Before the first record moves: an app registration, credentials, token refresh, and somewhere to host and monitor the code. Paid orgs such as Enterprise start at 100,000 API requests per 24 hours plus per-license allocations, and production orgs allow at most 25 concurrent long-running (20s+) requests.
Register an app, store Salesforce credentials, refresh tokens and code around the rate limits.
Connect your Salesforce account once. Caddi holds the connection.
The job doesn't stop at Salesforce.
An intake, a filing or a client update also runs through email, documents and the other systems your team works in. The Salesforce API only reaches Salesforce.
Each extra system is another API, another set of credentials, another integration to own.
One automation runs across every tool the job touches, each through its API.
Someone has to own the code.
API versions change, fields get added and your process moves.
A developer patches and redeploys the integration each time.
The person who does the work updates it by showing or describing the change. Every automation is reviewed before it runs in production, and every run is logged.
What the Salesforce API gives you
- Type
- REST + GraphQL + SOAP
- Authentication
- OAuth 2.0 (via connected/external client apps)
- Who can get access
- API is enabled by default on Enterprise, Unlimited, Performance and Developer editions; Professional Edition requires purchasing the API add-on, and Group/Essentials are not enabled by default.
- What it covers
- Standard and custom CRM objects (accounts, contacts, leads, opportunities, cases, etc.), queries via SOQL/SOSL, and org metadata.
- Limits
- Paid orgs such as Enterprise start at 100,000 API requests per 24 hours plus per-license allocations, and production orgs allow at most 25 concurrent long-running (20s+) requests.
Official docs: developer.salesforce.com. Checked September 2026. Vendors change access terms, so confirm with Salesforce before you build.
When to build the Salesforce integration in-house
When you have engineers and the integration is your product, or you need one narrow sync between two systems and someone to own it. When the goal is getting Salesforce work off someone's desk, the build is the slow part, and Caddi does it for you.
What teams usually want the Salesforce API for
Account Record Creation
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.
Model Selection Forms
Caddi pulls household and account details to populate a model selection form and sends it for signature.
Household Review Report Filing
Caddi generates household review meeting report PDFs and files them with the correct metadata.
Signed IPS Archiving
Caddi downloads signed investment policy statements, archives the PDFs with the right metadata, and updates the related household record and task.
Everything Caddi does with Salesforce.
Salesforce API questions
Does Salesforce have an API?
Yes. Salesforce has REST, GraphQL and SOAP APIs, authenticated with OAuth 2.0 (via connected/external client apps). The official documentation is at https://developer.salesforce.com/docs/apis.
How do I get access to the Salesforce API?
API is enabled by default on Enterprise, Unlimited, Performance and Developer editions; Professional Edition requires purchasing the API add-on, and Group/Essentials are not enabled by default.
Does the Salesforce API have rate limits?
Paid orgs such as Enterprise start at 100,000 API requests per 24 hours plus per-license allocations, and production orgs allow at most 25 concurrent long-running (20s+) requests.
Can I connect Salesforce to my other tools without writing code against its API?
Yes. With Caddi you show the Salesforce task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across Salesforce and the other tools the job touches. Steps that need a person's judgment are handed to Copilot or Claude, and Caddi monitors those too.
Do I need a developer to automate Salesforce with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for Salesforce is reviewed before it runs in production, and every run is logged.