--- title: "Connect Grafana and Salesforce - APIANT.ai" description: "When \"New Dashboard\" fires in Grafana, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/grafana-to-salesforce" --- # Connect Grafana and Salesforce When **New Dashboard** fires in [Grafana](https://apiant.ai/connections/grafana), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Add Team Member** in Grafana. Describe the whole flow and it is built, tested on every scenario and kept running. Grafana **1** trigger Grafana **24** 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 Grafana 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 Grafana and Salesforce can do together ### From Grafana to Salesforce - When **New Dashboard** in Grafana then **Create object record** in Salesforce - When **New Dashboard** in Grafana then **Find most recent created or updated record** in Salesforce ### From Salesforce to Grafana - When **New object record** in Salesforce then **Add Team Member** in Grafana - When **New or updated object record** in Salesforce then **Create Alert Rule** in Grafana 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 Grafana and Salesforce ## Triggers and actions 3 triggers ยท 33 actions - Trigger **New Dashboard** Triggers when a new dashboard is created in your Grafana instance. - Action **Add Team Member** Adds an existing Grafana user to a team. - Action **Create Alert Rule** Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule. - Action **Create Annotation** Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags. - Action **Create Folder** Creates a new folder in Grafana, optionally nested under a parent folder. - Action **Create or Update Dashboard** Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message. - Action **Create Team** Creates a new team in your Grafana organization with a name and optional email. - Action **Delete Alert Rule** Deletes a Grafana-managed alert rule or recording rule by its UID. - Action **Delete Annotation** Deletes an annotation from Grafana by its id. - Action **Delete Dashboard** Deletes a dashboard from your Grafana instance by its unique identifier. - Action **Delete Folder** Deletes a Grafana folder along with all dashboards and alerts stored in it. - Action **Find Annotations** Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags. - Action **Find Teams** Finds teams in your Grafana organization by name or partial name. - Action **Get Alert Rule** Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder. - Action **Get Annotation** Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to. - Action **Get Dashboard** Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier. - Action **Get Data Source** Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID. - Action **Get Folder** Returns a Grafana folder by its UID, including its title and parent folder. - Action **Get Team** Returns a Grafana team's details (name, email, organization, created and updated times) by its ID. - Action **List Data Sources** Returns all data sources configured in your Grafana organization, with their names, types and connection settings. - Action **List Folders** Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder. - Action **Remove Team Member** Removes a user from a Grafana team. - Action **Update Alert Rule** Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings. - Action **Update Annotation** Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values. - Action **Update Folder** Updates an existing folder's title, or moves it under a different parent folder. - 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 โ€” 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 - [ **Grafana** Grafana offers application analytics visualization services and features graphing, styling, template...](https://apiant.ai/connections/grafana) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Grafana - [ **Grafana to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/grafana-to-hubspot) - [ **Grafana to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/grafana-to-slack) - [ **Grafana to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/grafana-to-mailchimp) - [ **Grafana to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/grafana-to-stripe) - [ **Grafana to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/grafana-to-shopify) - [ **Grafana to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/grafana-to-quickbooks-online) ## 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 โ€” 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 ## Grafana and Salesforce, answered ### ### What can start an automation from Grafana? Any of Grafana's 1 trigger in the catalog, including New Dashboard. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Grafana? 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 Grafana? Yes. When something happens in Salesforce, your agent can act in Grafana too. This page covers both directions: Salesforce's triggers and Grafana's actions are listed here as well. ### ### Do I have to build a connector for Grafana 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 Grafana 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.