Docs

Automate tasks across AgentX with Salesforce

We work with you to understand your business processes, and automate all work between AgentX and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between AgentX and Salesforce.

Send a Salesforce notification when AgentX receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in AgentX.Get Started
Copy new customer details from AgentX into Salesforce.Get Started
Update the matching Salesforce item when a AgentX status changes.Get Started
Start a review in Salesforce when AgentX flags an exception.Get Started
Summarize new AgentX activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with AgentX and Salesforce using our 36 actions.
Can’t find what you need? Let us know.

Get Agent DetailReadRetrieves an agent's details from AgentX.
List AgentsReadRetrieves a list of agents from AgentX.
List Agents As ObjectReadRetrieves agents as an object from AgentX.
Create ConversationCreateCreates a new conversation in AgentX.
Get Conversation DetailReadRetrieves conversation details from AgentX.
List ConversationsReadRetrieves conversations for an agent from AgentX.
Add Conversation ContextUpdateUpdates conversation context in AgentX without triggering chat.
Reset Conversation ContextDeleteResets conversation context in AgentX.
Send MessageCreateSends a message to a conversation in AgentX.
Send Message With AttachmentCreateSends a message with an attachment in AgentX.
Send Message SSECreateSends a conversation message over SSE in AgentX.
Send Message SSE With StreamCreateSends a conversation message with SSE streaming in AgentX.
Vote On MessageUpdateUpdates a message vote in AgentX.
Get User ProfileReadRetrieves the current user profile from AgentX.

Frequently Asked Questions

Common questions about working with MindCloud on your AgentX and Salesforce integration.

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your AgentX integration end to end. You tell us what you need and we deliver a working, production-ready connection.