Use Salesforce from Claude
Add the Salesforce connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorSalesforce
Salesforce integration for Claude and Codex
Connect Salesforce once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
PackB2B SaaS
Use Salesforce from Codex
Add the Salesforce connection to a Space that runs Codex, then use it from every channel in that Space.
Use Salesforce from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Salesforce connector can do
Large revenue teams run on Salesforce, a CRM platform spanning sales, service, marketing, and analytics. The type.com Salesforce connection lets Claude handle routine CRM work: attaching leads and contacts to campaigns, putting product line items on opportunities, running your lead assignment rules on a record, and creating accounts. Sales ops and reps request these updates together in a shared thread.
One connection, many Spaces
Connect Salesforce once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Salesforce in type.com
Attribute event attendees
Add everyone who attended a webinar to the matching campaign as leads or contacts, so pipeline influence reports reflect the event accurately.
Add these 48 webinar attendees to the Salesforce campaign 'Oct Webinar - Forecasting', as leads or contacts as appropriate.
Build out an opportunity
Add the products a customer is buying as line items on the opportunity, pulled from your pricebook, so the deal amount and forecast stay correct.
Add 50 seats of 'Pro Plan' and one 'Onboarding Package' to the Salesforce opportunity 'Halcyon - Expansion'.
Route a lead correctly
Apply lead assignment rules to a lead that slipped through without an owner, so it lands with the right rep according to rules you already maintain.
Apply Salesforce lead assignment rules to lead 00Q8x000003KpQ and tell me who it was routed to.
Representative actions
- Create Salesforce Account
Deprecated action that creates an Account record. Newer account actions are preferred when available.
- Add contact to campaign
Links a contact to a campaign as a member, for tracking campaign engagement.
- Add lead to campaign
Adds a lead to a campaign as a member so its response can be tracked.
- Add product to opportunity
Puts a pricebook product on an opportunity as a line item.
- Apply lead assignment rules
Runs your configured assignment rules on a lead to route it to an owner.
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.
- Source
- Official docs verified 2026-06-03
- Auth schemes
- OAuth, Server-to-server OAuth
- Base URL
- https://{my-domain}.my.salesforce.com/services/data/vXX.0
- API reference
- https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- Official site
- https://developer.salesforce.com/docs
- Connection test
- /limits
Official endpoint references
FAQ
Questions people ask before connecting Salesforce
Can Claude update Salesforce from type.com?
Yes. With Salesforce connected to a Space, Claude can add leads and contacts to campaigns, add products to opportunities, apply lead assignment rules, and create accounts. Your team sees every request in the thread.
How do I authenticate Salesforce?
You sign in with OAuth, or an admin can set up server-to-server OAuth for the org. Either way the connection is created once and shared only with selected Spaces.
Can the agent respond to Salesforce record changes?
Salesforce lists triggers such as an account being created or updated and contact updates. You can also schedule a type.com automation, like a daily check for unassigned leads.
Is this the same as an MCP server for Salesforce?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
All Sales & CRM integrationsConnect Firmao to Claude in type.com to generate invoices, remove outdated offers, and clean up contact records from a shared thread.
Connect Folk to Claude in type.com to add companies and people, log notes on a deal, and keep CRM records tidy from one thread.
Connect Follow Up Boss to Claude in type.com to assign action plans, schedule showings, and log calls from a shared team thread.
Connect Forcemanager to Claude in type.com to clean up stale contacts, companies, and sales orders in your CRM from a team thread.