Salesforce Connector
Connect Salesforce to OnPremiseAgent for AI-powered CRM operations. Agents can query accounts, contacts, and opportunities using natural language, generate SOQL queries, automate lead scoring, and create sales reports — with CRM data processed on your infrastructure.
OAuth 2.0API Key
Auth
OAuth 2.0, API Key
Category
Workflow & Collaboration
Compatibility
Salesforce Enterprise, Salesforce Unlimited, Salesforce Platform
Tier
Planned
Purpose-built capabilities
Everything you need to integrate Salesforce into your on-premise agent workflows.
CRM Data Access
Query accounts, contacts, opportunities, and custom objects with natural language.
SOQL Generation
Automatically generate and execute SOQL queries from business questions.
Lead Scoring
AI-powered lead scoring and opportunity prioritization based on CRM data patterns.
Report Builder
Generate Salesforce reports and dashboards from natural language descriptions.
01
Create Connected App
Create a Salesforce Connected App with OAuth 2.0 and appropriate API scopes.
01
Key Benefits
Why enterprises choose this connector
- Natural language CRM queries across all Salesforce objects
- Automatic SOQL generation from business questions
- AI-powered lead scoring and opportunity insights
- Works with Salesforce Enterprise and Unlimited editions
01
Pipeline Analysis
Ask 'Show me deals over $100K closing this quarter with probability above 60%' for instant pipeline insights.
02
Account Intelligence
Get AI-generated account summaries combining activity history, open cases, and opportunity data.
03
Automated Reporting
Generate weekly sales reports with year-over-year comparisons and trend analysis.
Frequently Asked Questions
Does this support custom objects?
Yes. The connector supports all standard and custom Salesforce objects, including custom fields and relationships.
Can agents update Salesforce records?
Read access is default. Write operations can be enabled with field-level security controls and approval workflows.
Works great with
Combine Salesforce with these connectors for a complete integration stack.
Ready to connect Salesforce?
Deploy on your own infrastructure with full data sovereignty. Get started in minutes.