Use Salesforce from Claude Code
Bring Salesforce context into engineering work while Type keeps app access attached to the teammate and workspace.
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Salesforce never means pasting credentials into a prompt.
Bring Salesforce context into engineering work while Type keeps app access attached to the teammate and workspace.
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Connect Salesforce once, then decide which teammates can use it for threads, automations, skills, and coding work.
DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause the call to fail. This is a persistent CRM write; confirm the correct lead and campaign before calling.
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Salesforce REST API resources are versioned under each org's Salesforce domain and use OAuth bearer access tokens for SOQL, object CRUD, metadata, limits, search, and composite APIs.
Yes. Type lets an AI teammate use connected Salesforce actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Salesforce catalog entry includes public integration details and example capabilities where available.
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development
Attio is a fully customizable workspace for your team's relationships and workflows.
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations