--- title: "Connect Luxury Presence and Salesforce - APIANT.ai" description: "When \"New Agent\" fires in Luxury Presence, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/luxury-presence-to-salesforce" --- # Connect Luxury Presence and Salesforce When **New Agent** fires in [Luxury Presence](https://apiant.ai/connections/luxury-presence), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Add Agents to Office** in Luxury Presence. Describe the whole flow and it is built, tested on every scenario and kept running. Luxury Presence **3** triggers Luxury Presence **24** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Luxury Presence and Salesforce to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Luxury Presence and Salesforce can do together ### From Luxury Presence to Salesforce - When **New Agent** in Luxury Presence then **Create object record** in Salesforce - When **New Office** in Luxury Presence then **Find most recent created or updated record** in Salesforce ### From Salesforce to Luxury Presence - When **New object record** in Salesforce then **Add Agents to Office** in Luxury Presence - When **New or updated object record** in Salesforce then **Create Agent** in Luxury Presence Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Luxury Presence and Salesforce ## Triggers and actions 5 triggers ยท 33 actions - Trigger **New Agent** Triggers when a new agent is added to your Luxury Presence account. - Trigger **New Office** Triggers when a new office is created in your Luxury Presence account. - Trigger **New Team** Triggers when a new team is created in your Luxury Presence account. - Action **Add Agents to Office** Adds one or more agents to an existing office. - Action **Create Agent** Creates a new agent profile on your Luxury Presence website and returns the created agent. - Action **Create Agents (Bulk)** Creates several agents on your Luxury Presence site in one call and returns the created agents. - Action **Create Office** Creates a new office on your Luxury Presence website and returns the created office. - Action **Create Offices (Bulk)** Creates several offices in Luxury Presence in one call and returns the new office records. - Action **Create Team** Creates a new team in Luxury Presence with its name, email, contact details, bio, address and SEO settings, and returns the created team. - Action **Create Teams (Bulk)** Creates several teams at once in your Luxury Presence account and returns the created teams. - Action **Delete Agent Social Link** Removes one social link (such as Facebook or Instagram) from an agent's profile. - Action **Delete Office** Deletes an office from your Luxury Presence account. - Action **Delete Offices (Bulk)** Deletes several offices at once by their ids. - Action **Delete Team** Deletes an existing team from your Luxury Presence account. - Action **Delete Teams (Bulk)** Deletes several teams at once by their IDs. - Action **Get Agent** Returns one agent's profile, including contact details, address, social links, tags and MLS authorizations. - Action **Get Media** Returns a media record (image or video) by its ID, including its format, dimensions, alt text and resized CDN URLs. - Action **Get Office** Returns a single office by its id, including its address, office hours, media and SEO details. - Action **Get Team** Returns a single team by its ID, including its name, contact details, bio, address and tags. - Action **List Agents** Returns the agents on your Luxury Presence site, optionally filtered by search text, tags, external source, external IDs or emails. - Action **List Offices** Returns the offices in your Luxury Presence account, optionally filtered by search text, external source or external IDs. - Action **List Teams** Returns the teams on your Luxury Presence account, optionally filtered by name, email or external ID. - Action **Remove Agents from Office** Removes one or more agents from an office in Luxury Presence. - Action **Remove Agents from Team** Removes one or more agents from a team in Luxury Presence. - Action **Update Agent** Updates an existing agent's profile, contact details, address, social links and office assignments. Only the fields you fill in are changed. - Action **Update Office** Updates an existing office's name, address, contact details, hours, descriptions and SEO settings. Only the fields you fill in are changed. - Action **Update Team** Updates an existing team's name, contact details, address, bio, SEO and website settings. Fields left blank are not changed. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type โ€” useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **Luxury Presence** Luxury Presence is a software company designed for real estate agents.](https://apiant.ai/connections/luxury-presence) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Luxury Presence - [ **Luxury Presence to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/luxury-presence-to-slack) - [ **Luxury Presence to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/luxury-presence-to-mailchimp) - [ **Luxury Presence to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/luxury-presence-to-stripe) - [ **Luxury Presence to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/luxury-presence-to-shopify) - [ **Luxury Presence to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/luxury-presence-to-quickbooks-online) - [ **Luxury Presence to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/luxury-presence-to-pipedrive) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## Luxury Presence and Salesforce, answered ### ### What can start an automation from Luxury Presence? Any of Luxury Presence's 3 triggers in the catalog, including New Agent, New Office and New Team. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Luxury Presence? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to Luxury Presence? Yes. When something happens in Salesforce, your agent can act in Luxury Presence too. This page covers both directions: Salesforce's triggers and Luxury Presence's actions are listed here as well. ### ### Do I have to build a connector for Luxury Presence or Salesforce? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Luxury Presence and Salesforce without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.