> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.ada.cx/docs/handoffs/salesforce/salesforce-chat/salesforce-action-block/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.ada.cx/_mcp/server.

# Salesforce Action block

## Overview\[#UUID-dcb2ca36-62dc-ca3a-6f16-642b01e7cb27\_id\_1500005644242\_id\_h\_01F24VRR0V59A2G98S70NJCH1F]

The Salesforce Action block enables your AI Agent to interact with Salesforce CRM during [Handoff](/docs/handoffs) conversations. Before using this block, you need to configure the integration with Salesforce in your Ada dashboard.

> **Note**
>
> This feature may not be included with your organization's subscription
> package. For more information, see Ada's
> [Pricing](https://www.ada.cx/pricing) page, or contact your Ada team.

## Use cases

Use the Salesforce Action block when you need to:

* **Manage cases**: Create, update, delete, or look up Salesforce cases from conversations.
* **Capture leads**: Create or update leads with information collected during chat.
* **Look up contacts**: Search for Salesforce contacts by email address.

## Capabilities & configuration

The Salesforce Action block supports the following actions:

* Create a Case
* Update a Case
* Delete a Case
* Lookup a Case
* Create a Lead
* Update a Lead
* Search Contact by Email

## Quick start

Complete these steps to use the Salesforce Action block. See [Implementation & usage](#implementation--usage) for detailed instructions.

#### Configure the integration

Connect your Salesforce account in the Ada dashboard.

#### Add the block to your dialog

Drag the Salesforce Action block into your dialog flow.

#### Map variables

Select an action and map Ada variables to Salesforce fields.

## Implementation & usage

Configure the Salesforce integration and add the block to your dialog flow.

### Configure the Salesforce Action block\[#configure-the-salesforce-action-block]

Connect your Salesforce account to enable the Salesforce Action block.

**To configure the Salesforce Action block:**

1. On the Ada dashboard, navigate to **Config > AI AGENT > Handoffs**. Then, on the **Integrations** tab, beside **Salesforce**, click **Configure**.

2. Paste in your Salesforce username, password, security token
   (instructions
   [here](https://help.salesforce.com/s/articleView?id=sf.user_security_token.htm\&type=5) -
   if you don't have your security token, you have to reset it to create a
   new one), and subdomain (instructions
   [here](https://help.salesforce.com/articleView?id=sf.domain_name_overview.htm\&type=5))
   into the appropriate fields.

3. Click **Save**.

![](/_fern-img/26b5bd0701c2ddd09e0ebd3d93e7c358ef169608510482536d0485032122ad13.webp)

### Use the Salesforce Action block\[#use-the-salesforce-action-block]

Add the Salesforce Action block to your dialog and configure the action and field mappings.

**To use the Salesforce Action block:**

1. Drag the block into the dialog.

2. **Select Action**: Select the action you want to perform in
   Salesforce.

3. **Insert variables** that should be passed to mandatory field that
   has been configured in your Salesforce instance. This is required to
   create a lead.

4. In the **Select Optional Inputs** dropdown, select any other field
   from Salesforce you want to map Ada variables to, and insert the
   variables.

5. In the **Save Responses as Variables** field, save a variable such
   as *ID* or *Casenumber*.

![](/_fern-img/59dc0bbeddacd7016445ed5d77425b5f0ff0f522521c6379ae77809ac2e7bf5b.webp)

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Have any questions? Contact your Ada team, or email us at [](mailto:help@ada.cx?subject=Help%20Docs%20inquiry).