Salesforce

Salesforce is the system of record for accounts, contacts, opportunities, and leads at most of the companies myai works with. The integration treats Salesforce as a live data source — readable from chat, writable from automations, queryable with SOQL when reports don't quite cover the question.

What you can do

• Pull live customer data into a chat — "show me open opportunities for Acme above $50k" returns a structured table without leaving the conversation.
• Write back from automations — a workflow can update opportunity stages, create contacts, or convert leads when conditions fire elsewhere in your stack.
• Run SOQL queries for cross-object analysis that the standard report builder doesn't cover.
• Access reports and dashboards programmatically — schedule a function to summarize the weekly pipeline report into a Slack message or canvas.
• Custom objects and fields work out of the box through Salesforce's metadata API — no per-org wiring needed.

How to connect

OAuth 2.0 sign-in with your Salesforce account. The connected app needs api and refresh_token scopes. myai handles token exchange and refresh automatically — you sign in once and the credential stays valid.

Connect Salesforce in myai

Common use cases

• Sales-ops dashboards mixing Salesforce pipeline with email activity, calendar load, and notes from a single canvas.
• Lead enrichment functions that read a new lead, fetch related accounts and contacts, and post a primer to the AE's chat the moment it lands.
• Stalled-deal triage as a recurring agent action — flagging opportunities where activity has gaps and the close date is approaching.

Reference

• Authentication: OAuth 2.0 (token refresh handled automatically)
• API version: Salesforce v59.0
• Base URL: https://{instance}.salesforce.com (instance-scoped, set per credential)
• Rate limit: 1,000 per-user requests per hour (varies by Salesforce edition)
• Full endpoint catalog and per-field setup walkthrough live in the in-app integration guide after you connect