Salesforce Integration

The Salesforce tool enables direct integration with your Salesforce CRM. Query leads, opportunities, accounts, and other objects, create or update records, and access attached files - all through natural language in your assistant.

When to Use

Ideal for:

• Querying leads, opportunities, accounts, and contacts
• Creating and updating individual CRM records
• Searching for specific records using SOQL or SOSL
• Viewing file attachments on Salesforce records
• Quick status overviews of pipeline or sales activities

Not suitable for:

• Bulk data exports or mass updates (use Salesforce Data Loader)
• Complex reporting tasks (use Salesforce Reports & Dashboards)
• Automated workflows (use Salesforce Flow or Process Builder)

Prerequisites

1. Salesforce account with API access (Professional, Enterprise, or Unlimited Edition)
2. API permissions for the connected user
3. OAuth connection set up in meinGPT

Setup

Main Features

Schema Discovery

• salesforce_list_objects: Lists all available Salesforce objects
• salesforce_describe_object: Shows fields and metadata for an object

Queries

• salesforce_run_soql_query: Executes SOQL queries (e.g., SELECT Name FROM Lead WHERE Status = 'Open')
• salesforce_run_sosl_search: Performs full-text search across multiple objects
• salesforce_query_more: Retrieves additional results for paginated queries

Record Management

• salesforce_get_record: Reads a single record
• salesforce_create_record: Creates a new record
• salesforce_update_record: Updates an existing record
• salesforce_delete_record: Deletes a record (requires confirmation)

File Access

• salesforce_list_record_files: Lists files and attachments for a record
• salesforce_ingest_record_files: Loads files into chat context

Advanced Operations

• salesforce_tooling_execute: Tooling API calls (for developers)
• salesforce_apex_execute: Apex REST calls
• salesforce_rest_execute: Generic REST calls

Usage Examples

Query Open Leads

Show me all open leads from the last 30 days with company and contact information

Check Opportunity Pipeline

How many opportunities are in the "Negotiation" stage this month and what is their total value?

Create New Contact

Create a new contact in Salesforce:
- First Name: Anna
- Last Name: Mueller
- Email: anna.mueller@example.com
- Account: Example Corp

Retrieve Record Details

Show me all details for the account "Acme Corporation" including related contacts

Permissions and Scope

Read Access (Default)

The following actions require only read permissions:

• List and describe objects
• Execute SOQL/SOSL queries
• Read records and files

Write Access

These actions modify data in Salesforce:

• salesforce_create_record - Create new records
• salesforce_update_record - Update existing records
• salesforce_delete_record - Delete records (marked as "dangerous")

Accessible Objects

The tool accesses all objects for which the connected user has permission:

• Standard Objects: Account, Contact, Lead, Opportunity, Case, Task, Event
• Custom Objects: All custom objects (identifiable by __c suffix)
• Setup Objects: Via Tooling API (for administrators)

Security Recommendations

1. Minimal permissions: Use a Salesforce user with restricted profile permissions
2. Confirm write actions: The system requests confirmation for critical operations
3. Audit trail: All changes are recorded in the Salesforce audit log

Troubleshooting

Common Errors

INVALID_FIELD or INVALID_TYPE

• The specified field or object does not exist or is misspelled
• Solution: Use salesforce_describe_object to determine correct field names

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

• The user does not have permission for the referenced object
• Solution: Check profile and sharing permissions in Salesforce

REQUEST_LIMIT_EXCEEDED

• API limit reached (daily or concurrent requests)
• Solution: Wait or contact your Salesforce administrator
• Tip: Use LIMIT in SOQL queries to conserve resources

Additional Resources

• Salesforce SOQL Documentation
• Salesforce REST API
• Salesforce API Limits