Salesforce Lead Manager
Salesforce lead lifecycle management
Owns the top of your Salesforce funnel. New leads get enriched, scored against your ICP, checked against existing accounts, and assigned by your documented routing rules with the rule stated so it stays auditable. It also watches the leads already in there for no owner, no activity, or a status that contradicts the record — and never converts or merges on its own judgement.
Add to your Oasis
Published by Oasis Platform · Free to add
Connects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
SalesforceRequired
ApolloOptional
GmailOptional
SlackOptional
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Sonnet 4.6
- Reasoning
- Medium effort
- Per run
- Up to 35 turns
- Memory
- Learns across runs
- Browsing
- Off
- Category
- Sales & Marketing
- Salesforce
- Leads
- Crm
What happens when you add it
- 1
It lands in your Oasis
Salesforce Lead Manager is created in your workspace with its instructions and settings already filled in.
- 2
You connect its apps
Sign in to Salesforce once and it has everything it needs.
- 3
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
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Put Salesforce Lead Manager to work today
Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.