Salesforce

Ask your agent

1. Before a call, read the account's open opportunities and cases in Salesforce.

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2. Move an opportunity to Closed Won with its amount, once the owner approves the change.

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3. Open a contact for a new buyer met at a trade fair.

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• Connect Salesforcesalesforce_connectConnects the company's Salesforce org through its own connected app.Free
• Query Salesforcesalesforce_queryRuns one SOQL SELECT statement and returns up to 200 records.Free*
• Get a Salesforce recordsalesforce_getOne Salesforce record by object and id, with all its fields or the ones named.Free*
• Create a Salesforce recordsalesforce_createMakes a record of any object the run-as user may create.$0.001 a call
• Change a Salesforce recordsalesforce_updateChanges a Salesforce record's fields; waits for the owner by default.$0.001 a call
• Disconnect Salesforcesalesforce_disconnectForgets the connected app's secret; nothing in Salesforce changes.Free

Connect your agent

Each address connects the Salesforce tools and the account tools that come with every area. Your agent can also call any tool over REST: POST https://api.conecto.chat/v1/tools/<name>.

• MCP server
  https://api.conecto.chat/mcp/salesforceCopy
• Connector for ChatGPT, Claude or Grok, one for every area
  https://api.conecto.chat/v1/mcpCopy
• OpenAPI for a custom GPT
  https://api.conecto.chat/v1/openapi/salesforce.jsonCopy
• OpenAPI for Power Automate and Copilot Studio
  https://api.conecto.chat/v1/openapi/salesforce.swagger.jsonCopy