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AI agent integrationSalesforce

Salesforce integration for multiplayer collaboration with AI agents using Claude Code or Codex

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.

Use Salesforce from Claude Code

Bring Salesforce context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Salesforce with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Salesforce integration exposes

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

One connection, many teammates

Connect Salesforce once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Create Salesforce Account

    DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.

  • Add contact to campaign

    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.

  • Add lead to campaign

    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.

  • Add product to opportunity

    Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

  • Apply lead assignment rules

    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.

Representative triggers

  • Account Created or Updated

    Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

  • Contact Updated

    Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

  • Record Updated (Generic SObject)

    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.

Connection

API and auth details

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.

FAQ

Questions people ask before connecting Salesforce

Can Claude Code use Salesforce?

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.

Can Codex work with Salesforce through Type?

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.

Is this the same as a Salesforce MCP server?

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.

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