Logic AI has a set of built-in tools that let it interact with your Salesforce data. Each tool can be individually enabled or disabled — org-wide or per user — from the Policies tab.
Query Tools
soql_query
Run SOQL queries against any object the user has access to. Logic AI constructs the query based on the user’s natural language request, executes it with USER_MODE sharing enforcement, and presents the results. The maximum number of rows returned per call is configurable in Policies (default 50). Enabled by default.
get_record
Retrieve a single record by ID with specified fields. Useful when Logic AI needs to read the full details of a specific record it found via a query. Enabled by default.
describe_object
Inspect an object’s fields, relationships, picklist values, and record types. Logic AI uses this automatically to understand your org’s schema before building queries — you don’t need to ask for it explicitly. Enabled by default.
Record Tools
create_record
Create a new record on any standard or custom object. Disabled by default. Logic AI asks for confirmation before creating (configurable in Policies).
update_record
Modify fields on an existing record. Disabled by default. Logic AI shows what will change before applying (configurable in Policies).
delete_record
Delete a record (sends it to the Recycle Bin — recoverable for 15 days). Disabled by default. Deletes always require in-chat approval — this cannot be turned off.
Bulk Tools
mass_create_records
Create multiple records in a single operation. Useful for requests like “Create 5 tasks for each of these contacts.” Disabled by default. The per-call record cap is configurable in Policies (default 200).
mass_update_records
Update multiple records at once. Useful for requests like “Set all these opportunities to Closed Lost.” Disabled by default. Per-call cap configurable (default 200).
mass_delete_records
Delete multiple records at once. Disabled by default and locked — reach out to Logicfold to enable it for your org. Like single deletes, it always requires in-chat approval.
File Tools
generate_csv
Build a CSV file from query results and attach it to the chat session for download. Disabled by default.
generate_pdf
Compose a rich, formatted report in the side panel that can be exported. Disabled by default.
Memory Tools
Available when memory is enabled on the Memory tab:
remember_user
Save a fact or preference about the current user. Persists across conversations. Example: a user says “Remember that I manage the West region” and Logic AI recalls this in future chats.
forget_user
Remove a previously saved user memory.
remember_recent_item
Bookmark a record or piece of data the user was recently working with.
forget_recent_item
Remove a bookmarked recent item.
remember_org
Save org-wide knowledge that benefits all users. Example: “Remember that our fiscal year starts in April.”
Utility Tools
get_tool_result
Re-read the output of a previous tool call in the same session. Used internally when older tool results have been compacted from the conversation to save tokens. Always enabled.
remember_agent
Records a lesson Logic AI learned from successful error recovery (e.g., “Field X requires value Y when Z is true”). Automatically managed — admins can view and clear agent memories from the Memory tab. Always enabled.
get_workflow
Retrieve the org’s workflow/SOP knowledge. This becomes available once the org deep dive has been run from the Memory tab, which generates a summary of your org’s data structure and workflows.
Security Model
All tools run in the context of the current Salesforce user:
- Sharing rules are enforced — Logic AI cannot see records the user can’t see
- Field-level security is enforced — restricted fields are invisible to Logic AI
- Write operations (create, update, delete, and the bulk/file tools) run on the streaming path, which keeps DML from conflicting with the agent’s callout loop
- Admin tools can only query admin-mode fields (like
Admin_Mode__c) viaSYSTEM_MODE— these are not exposed in normal chat.