Answers with the asker's access
Cases, accounts, contacts and opportunities, never more than the person may see.
Solutions · Salesforce
Liya for Salesforce
Answers from Salesforce as the person who asks, with their own access, and every write waits for a person's approval by default.
What it does
What the agents do
Runs what you built
Your Flows, invocable actions and Prompt Builder templates, and Knowledge search.
Writes wait for approval
Every change is held for a person by default, until you decide a task can go alone.
Try it live
A sample CRM of invented companies at liyagent.com/try, no sign-up.
Works with
Systems it connects to
Plus any other system over MCP, OpenAPI, OData or SQL.
- Salesforce
- Salesforce hosted MCP
- Data 360
- Tableau Next
- Microsoft Teams
Agents
The agents you get
Each task is set to answer only, draft for a person, act with approval or act on its own.
- Liya for Salesforce
Questions
Common questions
We already use Agentforce. Why Liyagent?
Liyagent works with Salesforce over its own APIs and adds any model, self-hosting, and agents that also reach IT, HR, SAP and finance.
Salesforce is a trademark of Salesforce, Inc. Liyagent is not affiliated with Salesforce.
Documentation: https://liyagent.com/docs/connect/salesforce