--- title: "Connect Salesforce to TypeSafe - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Ask a Yes/No Question\" in TypeSafe." canonical: "https://apiant.ai/connect/salesforce-to-typesafe" --- # Connect Salesforce to TypeSafe When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Ask a Yes/No Question** in [TypeSafe](https://apiant.ai/connections/typesafe). Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions TypeSafe **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesforce and TypeSafe 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) Salesforce holds the records; TypeSafe reads the text on them and gives back a typed answer with a confidence number. Connect the two and new or changed Leads, Cases and Opportunities can be read as they arrive, so the answer lands back on the record as a priority, a queue or a flag your team already works from. Example flows ## What Salesforce can start in TypeSafe - When **New object record** in Salesforce then **Ask a Yes/No Question** in TypeSafe - When **New or updated object record** in Salesforce then **Classify Into Options** in TypeSafe 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 TypeSafe ## Triggers and actions 2 triggers · 12 actions - 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). - Action **Ask a Yes/No Question** Asks a yes/no question about a piece of content and returns how likely the answer is yes, as a number from 0 to 1. Use it to check a condition that needs judgement rather than an exact match, such as whether a message sounds urgent or whether a review is a complaint. - Action **Classify Into Options** Sorts a piece of content into one of the options you define and tells you how certain the choice is. Use it to route a ticket to a team, tag an enquiry by intent, or pick a category, and branch on the confidence so unclear cases go to a person instead. - Action **Score Against Levels** Rates a piece of content against levels you describe, from lowest to highest, and tells you how certain the rating is. Use it to grade severity, sentiment, lead quality or risk on a scale of your own wording rather than a yes/no answer. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **TypeSafe** TypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.](https://apiant.ai/connections/typesafe) Reviews ## What our customers say ## More from Salesforce - [ **Salesforce to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Salesforce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesforce-to-shopify) - [ **Salesforce to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesforce-to-trello) ## More into TypeSafe - [ **HubSpot to TypeSafe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-typesafe) - [ **Slack to TypeSafe** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-typesafe) - [ **Google Sheets to TypeSafe** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-typesafe) - [ **Gmail to TypeSafe** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-typesafe) - [ **Google Drive to TypeSafe** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-typesafe) - [ **Mailchimp to TypeSafe** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-typesafe) Questions ## Salesforce and TypeSafe, answered ### ### Can TypeSafe write its answer back onto the Salesforce record? Yes, in a solution line you can follow the TypeSafe action with the Salesforce action that updates an object record, writing the answer and its confidence into the fields you name. TypeSafe itself only returns the answer; the writing back is done by Salesforce. ### ### How do I only act when TypeSafe is sure? Every TypeSafe action returns a confidence number alongside the answer, so the next step can be set to run only above the level you pick. Below that, the run can stop or simply leave the Salesforce record untouched for a person to look at. ### ### 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 TypeSafe when something happens in Salesforce? Any of TypeSafe's 3 actions, including Ask a Yes/No Question, Classify Into Options and Score Against Levels. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TypeSafe to Salesforce? TypeSafe has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads TypeSafe's API documentation and adds it. ### ### Do I have to build a connector for Salesforce or TypeSafe? 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 Salesforce and TypeSafe 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.