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This integration enables your sales reps to autonomously launch Cargo actions directly associated to a contact or account without leaving the CRM. Perfect for on-demand company research, contact enrichment, and lead scoring.

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Prerequisites

What you’ll need to make this possible:
  • Salesforce admin access - Required to create flows, named credentials, and custom buttons and to create the SFDC connector in Cargo (if not already the case)
  • Cargo workspace - With write access and a Tool set up
  • API access - Your Cargo API token and tool endpoint URL
Follow this 5-step tutorial to implement this integration in your CRM.

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Step 1 - Create and configure a Tool in Cargo

Create a new Tool in Cargo that will handle the account research and Salesforce updates
Configure your tool with:
  • AI prompt for account research
  • Salesforce Update action to update the Account record
  • Input parameters to receive data from Salesforce
The tool will provide a webhook URL that looks like this: 
https://api.getcargo.io/v1/tools/e276dc32-aca1-4136-bbe7-dce879346c58/execute?token=<your_token>
Where:
  • e276dc32-aca1-4136-bbe7-dce879346c58 is your unique tool ID
  • <your_token> is your Cargo API token

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Step 2 - Create a named credential

  • Go to Setup → Named Credentials.
  • Click New and select Legacy Named Credential.
  • Enter the label and URL for your Cargo endpoint.
  • Save the credential.

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Step 3 - Register an external service

In Setup → External Services, register a new one
Select the named credential you just created and register the service with the provided schema: 
{"openapi":"3.0.1","info":{"title":"Cargo","description":""},"paths":{"CARGOPATH":{"post":{"description":"","operationId":"Query Cargo","parameters":[{"name":"token","in":"query","description":"","required":false,"allowEmptyValue":false,"schema":{"type":"string"}}],"requestBody":{"description":"","content":{"application/json":{"schema":{"type":"object","properties":{"accountId":{"type":"string"},"linkedinUrl":{"type":"string"},"domain":{"type":"string"},"name":{"type":"string"},"linkedinId":{"type":"string"},"ownerId":{"type":"string"}}}}},"required":true},"responses":{"2XX":{"description":"","content":{"application/json":{"schema":{"type":"object","properties":{"message":{"type":"string"}}}}}}}}}}}

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Important to note

Replace CargoPath by your Tool URL from Cargo, make sure to take the part starting v1 and ending execute 
/v1/tools/e276dc32-aca1-4136-bbe7-dce879346c58/execute
Make sure the schema section of this reflects the fields that you’ll be specifying in **Step 4.2 **below. As an example, we’ll be using the following. 
{
  "ownerId": { "type": "string" },
  "accountId": { "type": "string" },
  "domain": { "type": "string" }
}

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Step 4 - Create a flow

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4.1 - Retrieve account records

Create a flow that pulls account records from Salesforce.

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4.2 - Map fields in an assignment step

Map the Salesforce fields to the inputs required by your Cargo HTTP call.
At this point we need to specify the JSON schema for the HTTP callout that aligns with the one we specified before during Step 3. For the example that we shared above, the schema below will be valid. Note, that we’re providing random example of values for each field to configure this action. 
{
"accountId": "0018b00002ABCDeAA1",
"domain": "example.com",
"ownerId": "0058b00001XYZAbAA1"
}

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4.3 - Add a screen step at the end of the flow

Add a screen element to show results or request user input before finishing the flow.

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4.4 - Map the variable(s) created during the HTTP callout action’s creation into the assignment action

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Step 5 - Add a custom button to your Accounts interface

Go to Setup → Object Manager → Account → Buttons, Links, and Actions.
  • Create a new Flow Button.
  • Link it to the flow you just built.
  • Add the button to the Account page layout.

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Testing your integration

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Verify the setup

  1. Test the button - Click your custom button on an Account record
  2. Check the flow - Ensure the flow runs without errors
  3. Monitor the Tool - Verify the Cargo Tool executes and updates the Salesforce record
  4. Review results - Confirm the Account record is updated with the research data

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Common issues and solutions

“Flow failed to start”
  • Check that the custom button is properly linked to the flow
  • Verify the flow is active and has the correct permissions
“HTTP callout failed”
  • Verify the named credential is correctly configured
  • Check that the API token is valid and has proper permissions
  • Ensure the tool ID in the URL matches your Cargo tool
“Tool not executing”
  • Confirm the tool is receiving data from Salesforce
  • Check that the Tool is active and properly configured
  • Verify the Salesforce update action has the correct field mappings

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Next steps

Once your integration is working:
  • Train your team - Show reps how to use the new button
  • Monitor usage - Track which accounts are being researched
  • Optimize prompts - Refine your Tool’s AI prompts based on results
  • Scale up - Consider adding similar buttons for Contacts or Leads