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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

The Salesforce integration brings your CRM data into Cassidy. Agents can query and update records in real time, and Workflows can trigger from record changes.

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What you can do

Agent Connector

Let Agents query and update Salesforce records in real time during conversations.

Workflows

Trigger Workflows from record changes and update Salesforce with AI-generated results.