The Salesforce Agents enable you to read and write to Salesforce objects such as Accounts, Contacts, Cases, and Reports.

The Listener allows you to retrieve the current values of a Salesforce object to the Data Stream.

The Context Provider allows you to read and output the entire contents of a Salesforce object to the Data Stream for contextual data.

The Action Agent allows you to create new records for a specified Salesforce object, from the Data Stream. For example, you can use this Agent to create new Opportunities or Work Orders in Salesforce.


The following is required to use this Agent:

  • The user account of a Salesforce instance.

  • The Connected App OAuth details.

Click here for more information on Salesforce connected app configuration.


Please contact XMPro if you're looking for an older version of this Agent.

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