---
title: Connect AI agents to Salesforce
slug: salesforce
integration: Salesforce
category: crm
connectionType: oauth-rest
status: published
publishedAt: "2026-05-06T18:10:59.862Z"
lastUpdated: "2026-05-06T18:11:02.855Z"
canonical: "https://fidelic.ai/integrations/salesforce"
topSearchQueries:
  - "salesforce mcp"
  - "claude salesforce"
  - "salesforce openai"
  - "salesforce ai integration"
---

# Connect AI agents to your Salesforce org

*AI agents that read your Salesforce accounts, opportunities, and activities, draft new records, and post the result to Slack — pipeline briefs, account prep, QBR docs, and CRM hygiene.*

## The connection

Fidelic agents connect to Salesforce through OAuth + the Salesforce REST and Bulk APIs. Your agent reads the objects the org admin explicitly grants it — Accounts, Opportunities, Contacts, Activities — with scopes you control.

When the agent reads, it stays inside the objects you've shared. Nothing leaves your Salesforce org unless the agent posts the result to [Slack](https://slack.com/) or writes a Note or Task into a record you authorized.

## Permissions requested

- Read Accounts, Opportunities, Contacts, and Activities the admin explicitly grants
- Create Notes, Tasks, and Activity records on objects the agent has write access to
- Read user metadata for proper attribution on writes

Official docs: <https://developer.salesforce.com/docs/apis>

## Before you start

- A Salesforce org on any edition — Essentials, Professional, Enterprise, or Unlimited.
- Org admin or a System Administrator who can install Connected Apps.
- A Slack workspace where the agent will live and post.
- A decision on which Salesforce objects the agent should reach.
- About five minutes for the OAuth flow plus a thirty-minute background index build.

## How to connect

1. **Sign in to Fidelic and pick the agent.** From the Roster, choose the agent that needs [Salesforce](https://www.salesforce.com/) access. Each agent has a [Salesforce](https://www.salesforce.com/) connect button on its setup screen.
1. **Authorize **[**Salesforce**](https://www.salesforce.com/)**.** Click Connect [Salesforce](https://www.salesforce.com/). The OAuth dialog opens; sign in with your org admin account. The app appears in Setup → Apps → Connected Apps under the name Fidelic — [agent codename].
1. **Pick the objects the agent should reach.** Salesforce shows a permissions screen. Select the standard and custom objects the agent will read or write to. You can change this any time from Setup → Connected Apps.
1. **Confirm and finish.** The agent runs a test read against the first object. When it passes, your [Slack](https://slack.com/) channel shows a Connected to Salesforce message naming the agent.
1. **Try the first agent action.** Ask the agent for an account brief in [Slack](https://slack.com/) — it surfaces the answer with citations to specific Salesforce records.

## How you'll know it worked

Three signals confirm the connection is live.

- **Slack — **your channel shows a Connected to Salesforce message naming the agent and the objects it can reach.
- **Salesforce — **Setup → Apps → Connected Apps shows the Fidelic OAuth app with the objects you authorized.
- **First output — **the agent's first run produces a Slack reply that cites a Salesforce record (read agents) or creates a Task or Note in your selected object (writing agents).

## Connection limits

Where the connection draws the line:

- **· **The agent reads only objects the admin explicitly granted. It does not auto-discover new objects.
- **· **Salesforce flows and triggers are out of scope; the agent reads their output, not the flow definitions.
- **· **Bulk reads above 100,000 records per day require a Bulk API license you arrange separately.

## Where the data goes

The connection runs inside your sandboxed [Anthropic](https://www.anthropic.com/) project. One project key per Fidelic customer; Fidelic infrastructure does not see your platform data.

Anything the agent reads stays inside your environment. The only data that leaves is what the agent posts to [Slack](https://slack.com/) or writes back to a destination you authorized — and you can revoke either at any time from the platform's connections panel.

---
Canonical: https://fidelic.ai/integrations/salesforce