Integration
Connect Salesforce to Pascal
When something happens in Salesforce, your agent does the next thing in Pascal. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Salesforce and Pascal to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Salesforce can start in Pascal
When New object record in Salesforce
then Create a Business Case in Pascal
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 Salesforce and Pascal
Triggers and actions 2 triggers · 21 actions
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- 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.
- 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.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- 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).
- 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.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- 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).
- Create a Business Case
Creates a Business case in Pascal and screens it immediately, returning the case with its search results.
- Create a Client
Create a new client in Pascal — an organisation-level record that groups related screening cases.
- Find a Case
Returns up to 100 cases that match the search text and any other filters you set.
- Generate & Email a Case Report
Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports.
- Get case
Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources.
- Get client
Fetches a client by ID. An error occurs if the client is not found.
- Link clients
Link a Pascal client to one or more other clients.
- List cases
Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution.
- List clients
List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases.
- Unlink clients
Unlink a client from one or more other clients in Pascal.
- Update a Case
Updates an existing case by ID. Only the fields you fill in are changed.
- Update a Client
Updates an existing client by ID. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Salesforce
Salesforce to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesforce to Google SheetsGoogle Sheets
Salesforce to StripeStripe is a payment processing platform for online businesses.
Salesforce to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesforce to NotionA new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Salesforce to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Pascal
HubSpot to PascalHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to PascalGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PascalGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PascalGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Salesforce and Pascal, answered
What can start an automation from Salesforce?
Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pascal when something happens in Salesforce?
Any of Pascal's 12 actions, including Create a Business Case, Create a Client, Update a Case and Update a Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pascal to Salesforce?
Pascal has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Pascal's API documentation and adds it.
Do I have to build a connector for Salesforce or Pascal?
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.
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.