# Salesforce integrations Connect Salesforce to any other app, or use it from your AI client over MCP. Salesforce is a leading enterprise customer relationship management (CRM) platform. Operations run against the Salesforce REST API (v60.0) for standard and custom SObject CRUD (Account, Contact, Lead, Opportunity, Case, and any custom object), SOQL queries, sObject describe/metadata discovery, and polling triggers for new and updated records. Connects with OAuth[salesforce.com](https://salesforce.com/) **2** triggers **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 to automate with Salesforce? Give your AI client this address. `https://mcp.apiant.ai` 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) Popular ## Salesforce with the apps people pair it with most - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-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](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **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) - [ **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) Pair it ## Connect Salesforce with another app - [ **HubSpot to Salesforce** ](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Salesforce to Slack** ](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** ](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Google Calendar to Salesforce** ](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** ](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** ](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **Salesforce to Stripe** ](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** ](https://apiant.ai/connect/salesforce-to-shopify) - [ **QuickBooks Online to Salesforce** ](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** ](https://apiant.ai/connect/pipedrive-to-salesforce) - [ **ActiveCampaign to Salesforce** ](https://apiant.ai/connect/activecampaign-to-salesforce) - [ **Salesforce to Notion** ](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** ](https://apiant.ai/connect/salesforce-to-trello) - [ **Asana to Salesforce** ](https://apiant.ai/connect/asana-to-salesforce) - [ **JIRA to Salesforce** ](https://apiant.ai/connect/jira-to-salesforce) - [ **Salesforce to ClickUp** ](https://apiant.ai/connect/salesforce-to-clickup) - [ **Salesforce to Zoom** ](https://apiant.ai/connect/salesforce-to-zoom) - [ **Salesforce to Twilio** ](https://apiant.ai/connect/salesforce-to-twilio) - [ **Salesforce to SendGrid** ](https://apiant.ai/connect/salesforce-to-sendgrid) - [ **Outlook to Salesforce** ](https://apiant.ai/connect/outlook-to-salesforce) - [ **Intercom to Salesforce** ](https://apiant.ai/connect/intercom-to-salesforce) - [ **Freshdesk to Salesforce** ](https://apiant.ai/connect/freshdesk-to-salesforce) - [ **Typeform to Salesforce** ](https://apiant.ai/connect/typeform-to-salesforce) - [ **JotForm to Salesforce** ](https://apiant.ai/connect/jotform-to-salesforce) - [ **PandaDoc to Salesforce** ](https://apiant.ai/connect/pandadoc-to-salesforce) - [ **Salesforce to Webflow** ](https://apiant.ai/connect/salesforce-to-webflow) - [ **OpenAI to Salesforce** ](https://apiant.ai/connect/openai-to-salesforce) - [ **Salesforce to Anthropic** ](https://apiant.ai/connect/salesforce-to-anthropic) - [ **Ontraport to Salesforce** ](https://apiant.ai/connect/ontraport-to-salesforce) - [ **Freshworks CRM to Salesforce** ](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Capsule CRM to Salesforce** ](https://apiant.ai/connect/capsule-crm-to-salesforce) - [ **Salesforce to Streak** ](https://apiant.ai/connect/salesforce-to-streak) - [ **NetHunt CRM to Salesforce** ](https://apiant.ai/connect/nethunt-crm-to-salesforce) - [ **MINDBODY to Salesforce** ](https://apiant.ai/connect/mindbody-to-salesforce) - [ **MySQL to Salesforce** ](https://apiant.ai/connect/mysql-to-salesforce) - [ **PagerDuty to Salesforce** ](https://apiant.ai/connect/pagerduty-to-salesforce) - [ **Salesforce to TypeSafe** ](https://apiant.ai/connect/salesforce-to-typesafe) - [ **Salesforce to Smartsheet** ](https://apiant.ai/connect/salesforce-to-smartsheet) - [ **Beehiiv to Salesforce** ](https://apiant.ai/connect/beehiiv-to-salesforce) - [ **Salesforce to Wufoo** ](https://apiant.ai/connect/salesforce-to-wufoo) - [ **Bitly to Salesforce** ](https://apiant.ai/connect/bitly-to-salesforce) - [ **Teamwork to Salesforce** ](https://apiant.ai/connect/teamwork-to-salesforce) - [ **Knack to Salesforce** ](https://apiant.ai/connect/knack-to-salesforce) - [ **QuickBase to Salesforce** ](https://apiant.ai/connect/quickbase-to-salesforce) - [ **Nutshell to Salesforce** ](https://apiant.ai/connect/nutshell-to-salesforce) - [ **2Chat to Salesforce** ](https://apiant.ai/connect/2chat-to-salesforce) - [ **Pushbullet to Salesforce** ](https://apiant.ai/connect/pushbullet-to-salesforce) - [ **Salesforce to CNBC** ](https://apiant.ai/connect/salesforce-to-cnbc) - [ **FreeAgent to Salesforce** ](https://apiant.ai/connect/freeagent-to-salesforce) - [ **HelloSign to Salesforce** ](https://apiant.ai/connect/hellosign-to-salesforce) - [ **Salesforce to Wistia** ](https://apiant.ai/connect/salesforce-to-wistia) - [ **Caspio to Salesforce** ](https://apiant.ai/connect/caspio-to-salesforce) - [ **Recurly to Salesforce** ](https://apiant.ai/connect/recurly-to-salesforce) - [ **Agile CRM to Salesforce** ](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **My Music Staff to Salesforce** ](https://apiant.ai/connect/my-music-staff-to-salesforce) - [ **Wachete to Salesforce** ](https://apiant.ai/connect/wachete-to-salesforce) - [ **Salesforce to GeoNames** ](https://apiant.ai/connect/salesforce-to-geonames) - [ **Salesforce to Geckoboard** ](https://apiant.ai/connect/salesforce-to-geckoboard) - [ **Campaign Refinery to Salesforce** ](https://apiant.ai/connect/campaign-refinery-to-salesforce) - [ **DonorPerfect to Salesforce** ](https://apiant.ai/connect/donorperfect-to-salesforce) What your agent can do with Salesforce ## Triggers and actions 2 triggers · 9 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). ## Related apps - [ **Agile CRM to Salesforce** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Apollo to Salesforce** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Assembly.com to Salesforce** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-salesforce) - [ **Attio to Salesforce** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-salesforce) - [ **Salesforce to Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connect/salesforce-to-billage) - [ **Broot to Salesforce** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/broot-to-salesforce) - [ **Capsule CRM to Salesforce** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-salesforce) - [ **Centerflow to Salesforce** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/centerflow-to-salesforce) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say Questions ## Salesforce, answered ### ### Is there a Salesforce MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Salesforce. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Salesforce. Nothing to install. ### ### 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 Salesforce? 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. ### ### Which apps can Salesforce connect to? Any app in the catalog; the list on this page pairs Salesforce with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.