Agent Team template
Review a lead and create one approved follow-up task without broad SOQL or field access. The team reads one bounded scope, shows the exact change, executes it once after approval, and returns provider evidence.
One-message setup · 2 specialists · Instant sample
Designed for
Sales operations teams coordinating evidence-backed follow-up
Outcome
A grounded lead brief and one approved follow-up task
Say what should be true when the work is done.
Codelit runs one labeled Sample with no account, model, or external App calls.
Review the evidence, then reuse the same brief with your data when it is useful.
Reads the bounded Salesforce scope and prepares the smallest useful action.
Balanced reasoning model
Executes one native Salesforce operation after human review.
Structured output model
Loads the workflow goal, allowed actions, escalation policy, and output contract before the agent plans work.
A workflow skill that captures the operating contract, tool boundaries, and escalation rules for Salesforce Follow-up Team.
Centralizes high-risk action checks for writes, secrets, customer data, billing, deploys, and public communications.
Exposes task resources, prompt templates, connector tools, and audit records behind a permission-aware boundary.
tools · resources · prompts
Read one Lead through a fixed field allowlist.
Create one bounded Task associated with a reviewed lead.
Open it in Codelit and describe the result. Codelit handles common setup while Flow stays available for direct editing and Activity keeps the proof.
Try agentReview a contact and move its lead status only after the evidence and owner approval are present. The team reads one bounded scope, shows the exact change, executes it once after approval, and returns provider evidence.
Reads one support ticket, order, and payment, evaluates the request, issues only the approved bounded refund, updates the customer ticket, and leaves financial and support proof.
Combines CRM context with bounded browser research, explains the qualification decision, creates an unsent email draft, and updates the lead after approval.