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AI agent integrationSalesforce Service Cloud

Salesforce Service Cloud 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 Service Cloud never means pasting credentials into a prompt.

CategorySales & CRM

Use Salesforce Service Cloud from Claude Code

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

Automate Salesforce Service Cloud 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 Service Cloud integration exposes

Salesforce Service Cloud is a customer service platform providing case management, knowledge base, omnichannel support, and service automation to deliver exceptional customer experiences

One connection, many teammates

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

Representative actions

  • Agent Sensitive Data Rule Triggered

    Notifies Salesforce Live Agent that sensitive data rules were triggered in agent messages. **Purpose**: When an agent's outgoing message contains sensitive data (SSN, credit card, email, etc.), call this action to apply configured masking or handling rules to protect customer privacy. **Prerequisites**: - Active Live Agent chat session with valid chat_id - Sensitive data rules configured in Salesforce Setup - Live Agent feature must be enabled in your Salesforce org **Note**: Salesforce Live Agent Chat is deprecated and retiring February 14, 2026. Migrate to Messaging for In-App and Web for continued support. **Typical Flow**: 1. Agent sends message containing sensitive data 2. System detects sensitive content matches a rule 3. Call this action with the chat_id and triggered rules 4. Salesforce applies masking/filtering per rule configuration

  • Chasitor Sneak Peek

    Send real-time typing indicator (sneak peek) to Live Agent during active chat session. Allows agents to see what visitors are typing before the message is sent. Requires an active Live Agent chat session with valid session_key and affinity token. The sequence number must increment with each request.

  • Composite Batch

    Tool to execute multiple independent REST subrequests in one batch call. Use when bundling up to 25 independent operations to minimize round trips. Subrequests cannot reference each other.

  • Composite Request

    Execute up to 25 dependent Salesforce REST subrequests in a single API call. Subrequests execute sequentially and can reference results from earlier requests using '@{referenceId.field}' syntax. Use this when operations depend on each other (e.g., create Account then create related Contact). For independent operations, use Composite Batch instead.

  • Composite SObject Tree

    Create one or more nested sObject record trees in a single API call. Supports parent-child relationships up to 5 levels deep, with a maximum of 200 total records across all trees. Use this for bulk insertion of related records (e.g., Account with Contacts, or Orders with Line Items). Relationships must be Master-Detail or Lookup. Only supports INSERT operations, not upserts.

Connection

API and auth details

Salesforce Service Cloud integrations use Salesforce platform APIs to manage service records. Integrations can work with cases, contacts, accounts, knowledge, entitlements, queues, Omni-Channel data, tasks, comments, attachments, and custom service objects through OAuth-authorized Salesforce REST/SOAP APIs.

FAQ

Questions people ask before connecting Salesforce Service Cloud

Can Claude Code use Salesforce Service Cloud?

Yes. Type lets an AI teammate use connected Salesforce Service Cloud 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 Service Cloud through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Salesforce Service Cloud catalog entry includes public integration details and example capabilities where available.

Is this the same as a Salesforce Service Cloud 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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