How do I connect Salesforce to NoClick?

The Salesforce node authenticates with OAuth 2.0, so you click connect and approve access in a standard Salesforce login window rather than pasting tokens. NoClick stores the access and refresh tokens and renews them automatically when they expire. Sandbox orgs are supported alongside production.

Can I run SOQL queries from a workflow?

Yes. The node supports executing a SOQL query, paging through large result sets with a query locator, and a query variant that includes deleted and archived records. You can also run a SOSL search across multiple objects in one call.

Does it handle large data loads?

It does. The node exposes the Salesforce Bulk API, so you can create an ingest job for insert, update, upsert, delete, or hard delete operations, upload CSV data to it, close it for processing, and then fetch successful, failed, or unprocessed records. There are also batch operations for creating, updating, or deleting up to 200 records in a single request.

Which Salesforce objects can the node work with?

Any object in your org, both standard and custom. Operations take an object type such as Account, Contact, Lead, or Opportunity plus a field map, so the same node handles whatever sObjects your org defines. It can also describe object metadata and list all available sObjects.

Can it trigger Salesforce automations like approvals?

Yes. The node can submit a record for approval, approve or reject pending approval requests, list approval processes, and execute both quick actions and invocable actions. That lets a NoClick workflow kick off the same processes a user would trigger from the Salesforce interface.

Hermes is an open agent based on Nous Research’s Hermes models. NoClick runs it for you and adds your connected apps as tools.

How do I give Hermes access to an app?

Connect the app's integration node to the agent's tools handle and pick the operations to expose. Each becomes a callable tool.

Do I need my own infrastructure?

No. The harness runs in a hosted sandbox and NoClick handles credentials for the apps you connect.

Can Hermes use multiple apps at once?

Yes. Wire in several integrations and the agent can use them together in a single run.

Connect Hermes to Salesforce

Give an AI agent your Salesforce as a tool and it works your org directly instead of just talking about it. It can create single or multiple records, delete them, attach files, upload files as content versions, run composite API requests, start and close bulk data jobs, approve or reject approval requests, and read org and sobject metadata, calling each as a tool as it goes. Wire it into a hosted coding agent in NoClick and it can push records through your pipeline on its own.

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Opens a workflow with 144 tools ready to use.

Tools Hermes gets

Pick the operations you want and each becomes a tool the agent can call directly while it works.

Salesforce

144 tools

Execute Soql Query

Execute a SOQL query to retrieve records

Get Query Result Next Batch

Get the next batch of query results using a query locator

Execute Sosl Search

Execute a SOSL search across multiple objects

Get Single Record

Get a single record by ID

Create Single Record

Create a new record

Update Single Record

Update an existing record

Delete Single Record

Delete a record

Upsert Record by External Id

Create or update a record using an external ID field

Create Multiple Records

Create multiple records in a single request (up to 200)

Update Multiple Records

Update multiple records in a single request (up to 200)

Delete Multiple Records

Delete multiple records in a single request (up to 200)

List Available Sobjects

List all available sObjects in the org

Get Sobject Metadata

Get detailed metadata for a specific sObject including all fields

Get Org Global Metadata

Get global metadata about the org

Get Org Api Limits

Get org API usage limits

Get Current User Info

Get information about the current authenticated user

Get Available Api Versions

Get available Salesforce API versions

Get User Available Tabs

Get available tabs for the user

List Approval Processes

List all approval processes in the org

Submit Record for Approval

Submit a record for approval

Approve or Reject Approval Request

Approve or reject a pending approval request

Get Blob Field Content

Get blob (binary) data for a record field like Attachment body or Document body

Create Record Attachment

Create an attachment on a record

Upload File As Content Version

Upload a file as ContentVersion (Files)

Execute Composite Api Request

Execute multiple REST API requests in a single call

Create Nested Record Tree

Create a tree of nested, parent-child records in a single request

Get Recently Viewed Records

Get recently viewed records

List Global Quick Actions

List available global quick actions

List Object Quick Actions

List quick actions for a specific object

Execute Quick Action

Execute a quick action

Get Sobject Page Layouts

Get page layouts for an object

Get Sobject Compact Layouts

Get compact layouts for an object

Create Bulk Data Job

Create a bulk ingest job for large data operations

Upload Csv to Bulk Job

Upload CSV data to a bulk job

Close Bulk Data Job

Close a bulk job to start processing

Get Bulk Job Status

Get the status of a bulk job

Get Bulk Job Results

Get results (successful or failed records) from a bulk job

Abort Bulk Data Job

Abort a bulk job

List Bulk Data Jobs

List bulk jobs

List Available Reports

List available reports

Execute Report and Get Results

Execute a report and get results

Get Report Metadata

Get metadata for a report

Get Deleted Records in Range

Get records deleted within a time range

Get Updated Records in Range

Get records updated within a time range

Execute Soql Query Including Deleted

Execute a SOQL query including deleted and archived records

List Object List Views

Get list views for an object

Get List View Details

Get details of a specific list view

Execute List View Query

Execute a list view and get results

List Available Dashboards

List available dashboards

Get Dashboard Data

Get dashboard data and metadata

Refresh Dashboard Data

Refresh a dashboard to get latest data

List Invocable Actions

List available standard invocable actions

Get Invocable Action Details

Get details of a specific invocable action

Execute Invocable Action

Execute an invocable action

Post Message to Chatter Feed

Post a message to Chatter feed

Get Chatter Feed Items

Get Chatter feed items

Convert Lead

Merge Records

Create Task

Update Task

Create Event

Update Event

Create Note

Add Campaign Member

Update Campaign Member Status

Create Campaign

Add Case Comment

Add Opportunity Line Item

Add Contact to Opportunity

Assign Permission Set to User

Reset User Password

Get Content Document

Download Content Version

List Content Versions

Delete Content Document

Create Content Document Link

List Files Linked to Record

Send Single Email

Send Email via Template

List Email Templates

Send Mass Email

Get Chatter Feed Item

Delete Chatter Feed Item

Create Chatter Comment

Get Chatter Comments

Delete Chatter Comment

Like Chatter Feed Item

Get Record Chatter Feed

Get Chatter User Profile

List Chatter Groups

Post to Chatter Group

Get Chatter Group Members

Send Chatter Direct Message

Get Chatter Direct Messages

Search Chatter

Get Chatter News Feed

Execute Anonymous Apex

Run Apex Tests

Get Apex Test Results

Query Debug Logs

Get Debug Log Body

Create Trace Flag

Get Apex Code Coverage

Tooling SOQL Query

Get Pending Approval Items

Recall Approval Request

Get Approval History

Get Bulk Job Failed Results

Get Bulk Job Unprocessed Results

Delete Bulk Data Job

Create Bulk Query Job

Get Bulk Query Job Results

Execute Composite Batch

Bulk Retrieve Records

Composite Update Multiple

Run Report Async

Get Async Report Result

Get Dashboard Component Data

List Report Folders

Execute Flow

List Flows

Invoke Email Alert Action

Invoke Field Update Action

Get Org Info

Parameterized Search

Get Search Suggestions

Explain Query Plan

Get Record Count

List Users

Get User

Update User

List Profiles

List Roles

Get Org Storage Usage

List External Data Sources

Query External Object

Create External Object Record

List Knowledge Articles

Create Knowledge Article

Publish Knowledge Article

Attach Article to Case

Publish Platform Event

List Platform Event Channels

Get List View Results with Columns

What you can build

Run a SOQL query each morning for all opportunities closing this quarter and route the results into a Slack digest.

Create a new Lead record automatically whenever a webhook fires from your marketing form.

Upsert customer records by an external ID field so a sync from another system never produces duplicates.

Bulk-load thousands of rows by creating a bulk ingest job, uploading the CSV, and polling for the job results.

Submit a high-value opportunity for approval and post the outcome back to its Chatter feed.

Run a saved Salesforce report on a schedule and hand the rows to a node that builds a formatted summary.

About Hermes

Hermes is an open agent built on Nous Research’s Hermes models. NoClick runs it hosted and connects your apps to it as tools, so it can do real work across your systems. Wire an integration into the agent and Hermes can use that app’s operations directly while it reasons through a task. It is a strong pick when you want an open-model agent with genuine tool access.

Built on open Hermes models

Capable general reasoning

Flexible, open-model foundation

Hosted with apps wired in as tools