--- title: "Connect DenserChat and Salesforce - APIANT.ai" description: "When \"When Question Processed by Your Chatbot\" fires in DenserChat, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/denserchat-to-salesforce" --- # Connect DenserChat and Salesforce When **When Question Processed by Your Chatbot** fires in [DenserChat](https://apiant.ai/connections/denserchat), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Process Input Text** in DenserChat. Describe the whole flow and it is built, tested on every scenario and kept running. DenserChat **1** trigger DenserChat **2** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DenserChat and Salesforce to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What DenserChat and Salesforce can do together ### From DenserChat to Salesforce - When **When Question Processed by Your Chatbot** in DenserChat then **Create object record** in Salesforce - When **When Question Processed by Your Chatbot** in DenserChat then **Find most recent created or updated record** in Salesforce ### From Salesforce to DenserChat - When **New object record** in Salesforce then **Process Input Text** in DenserChat - When **New or updated object record** in Salesforce then **List conversations** in DenserChat Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with DenserChat and Salesforce ## Triggers and actions 3 triggers · 11 actions - Trigger **When Question Processed by Your Chatbot** Triggers when your chatbot processes a question, returning the conversation with its latest questions and answers. - Action **List conversations** Returns your Denser chatbot's conversations, optionally only one end user's, with their messages. - Action **Process Input Text** Sends a question to your Denser chatbot and returns its answer with the source passages it cited, optionally as one of your users and within an ongoing conversation. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **DenserChat** DenserChat is an AI-powered chatbot trained on website or document data.](https://apiant.ai/connections/denserchat) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from DenserChat - [ **DenserChat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/denserchat-to-hubspot) - [ **DenserChat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/denserchat-to-slack) - [ **DenserChat to Google Sheets** Google Sheets](https://apiant.ai/connect/denserchat-to-google-sheets) - [ **DenserChat to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/denserchat-to-gmail) - [ **DenserChat to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/denserchat-to-google-calendar) - [ **DenserChat to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/denserchat-to-google-drive) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## DenserChat and Salesforce, answered ### ### What can start an automation from DenserChat? Any of DenserChat's 1 trigger in the catalog, including When Question Processed by Your Chatbot. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in DenserChat? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to DenserChat? Yes. When something happens in Salesforce, your agent can act in DenserChat too. This page covers both directions: Salesforce's triggers and DenserChat's actions are listed here as well. ### ### Do I have to build a connector for DenserChat or Salesforce? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use DenserChat and Salesforce without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.