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Module 06 · Integrations

Salesforce

Let your assistants read Salesforce accounts, contacts, leads, and opportunities from your own org. Read only, and updates are never run from chat.

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Salesforce is where many companies track customers and deals. Once you connect it, your assistants can read your accounts, contacts, leads, and opportunities to answer questions about your pipeline.

Which assistants use it#

What assistants can do#

Salesforce connects through your org's own hosted connector, and it is read only.

AbilityHow it runs
Read accounts and contactsReads on its own
Read leads and opportunitiesReads on its own
Create or update a recordNever run from chat

Setup#

  1. In Salesforce, open Setup and turn on a server for assistants to connect to. Copy its address.
  2. Create a connected app and generate an access token from it. Use a user whose access is limited to the records you want to share.
  3. Open Integrations in StellarFirm and pick Salesforce.
  4. Paste the access token and your server address. Salesforce is one of two tools that need both, because every org has its own address.
  5. Switch on the live option and press Connect.

Permissions#

  • The assistants read what the token's user can read. Salesforce field and record rules still apply.
  • Nothing here waits for an Approve because nothing here changes data. Updating a record is never run from chat.
  • Revoke the connected app's token in Salesforce whenever you want to cut access.

Good to know#

  • The server address looks different for every company. Copy it exactly from Salesforce, and include the full path.
  • Access tokens from Salesforce may expire. If the assistants say they cannot reach Salesforce, generate a new one and paste it again.
  • Ask for a specific slice, such as "opportunities closing this month", to keep answers short.

Prompts to try#

PromptReview this month's pipeline
Accountant, list the opportunities closing this month with their stages and owners. Read only.
PromptLook up an account
Accountant, find the account for [company] and list its contacts and open opportunities.
PromptFind leads for a campaign
Marketing, list the new leads from the last two weeks and group them by source. Do not change any record.