Salesforce Connector
open_in_newsalesforce.comVersion 2.4.1 • Updated 2 days ago
Get Started DocumentationCategories
Supported Actions
- check Create Record
- check Update Record
- check Search SOQL
- check Trigger on New Lead
Overview
Seamlessly integrate Salesforce with Google Workspace Studio to automate your sales pipeline. Create AI agents that can read emails, extract lead information, and update Salesforce records without leaving your inbox.
This connector provides deep integration with Salesforce Sales Cloud, allowing your custom agents to perform complex queries and updates securely.
Integration in Action
Search Contact
Configure Step: Salesforce Search
ConnectedKey Capabilities
Real-time Sync
Changes in Salesforce reflect immediately in your agent's context window.
OAuth 2.0 Security
Connects securely using standard Salesforce OAuth flows. Credentials are never exposed.
Custom Objects
Full support for custom objects and fields tailored to your organization.
Smart Analytics
Generate reports and dashboards summaries directly within Chat or Docs.
Frequently Asked Questions
Do I need a Salesforce Admin account?
No, standard user permissions work for most operations. Admin access is only required for initial organization-wide setup.
Does this support Salesforce Sandbox?
Yes, you can toggle between Production and Sandbox environments during the authentication step.
