> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wpos.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Salesforce is an enterprise CRM platform. Connect it to WPOS and the agent can use it as part of the work it does on your site.

Salesforce is an enterprise CRM platform. Connected to WPOS, it lets the agent push leads and contacts from a site into Salesforce, create records, and manage tasks, all from the chat beside your site's live preview.

**Category:** CRM and sales   **Actions available:** 213+

## What you can do

* Create contacts and leads
* Clone existing records
* Complete and manage tasks
* Keep site form submissions in sync with the CRM

## Example requests

Once Salesforce is connected, ask in the [Command Center](/operate/command-center):

```text theme={null}
Send new contact form submissions to Salesforce as leads.
Create a Salesforce task to follow up with this week’s leads.
```

## Connect it

Salesforce connects from your account in one step. See [Connectors](/connect/connectors)
for the connect flow (a one-click sign-in or an API key), then ask the agent to use
it.