Who can connect Salesforce for the company?

A company connection is installed by an administrator.

Can I connect Salesforce just for myself?

Anyone can install a personal connection within the plan’s limit and use it in their own conversations.

Do I use my Salesforce account or a company account?

Yours: Salesforce asks for a sign-in to the service account, and each person signs in with their own. The credential is stored encrypted and only you see it. That is what keeps, inside Salesforce, the record of who did what.

Does Skyller do everything on that action list?

The list is what the vendor offers. What the AI uses in your company is what the administrator turned on, for the groups they defined — Skyller never widens the connector's access.

Does an action in Salesforce happen without anyone approving it?

Reads happen within permission. Write actions have a risk level; sensitive ones show a confirmation card before running and are recorded. The company adjusts the classification when needed.

Salesforce does not show up in my company's catalog.

The administrator may have hidden the integration for your company, or the vendor may have discontinued it — in that case it leaves the catalog on the next synchronization, without deleting what was already connected. Talk to whoever administers Skyller in your company.

Integration · CRM and sales

Salesforce in Skyller.

Bring Salesforce accounts, opportunities and history into the conversation. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.

Try it free Book a demo

Actions and events

Salesforce

CRM and sales

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Actions: 184
Events: 7

Source: Composio catalog
Login: Sign in to the service account
Country: Global — no specific country
Actions list: re-read from the vendor every 24 hours
Official site: www.salesforce.com/in

Description and action names are the ones the vendor publishes, in English; action descriptions are shown summarized. Skyller does not alter that content.

184 ACTIONS

published by the vendor; the company enables only the necessary ones

7 EVENTS

triggers the system can send, when the vendor offers them

SIGN IN TO THE SERVICE ACCOUNT

each person signs in with their own credential, encrypted

APPROVAL BY RISK

sensitive actions show a card before running

Live proof

One request, two real Salesforce actions and one approval.

The scene uses actions the vendor publishes for Salesforce. In your company, only the functions turned on by the administrator come into play.

Input
A team member asks, in the conversation, for something that today requires opening Salesforce — inside their area's space, with their login.
What Skyller does
1. 01Picks, among the enabled functions, the action “Get account” and queries Salesforce with the person's own credential.
2. 02If the request requires writing — for example, “Create contact” —, shows the card with what it is about to do and waits for Approve.
3. 03Returns the result in the conversation and records who asked, which action was used and when.
Result
Salesforce stops being an open tab and starts answering inside the conversation — through the functions your company enabled.

What this scene does not promise

Both actions come from the vendor's catalog; in your company only the functions turned on by the administrator are available.
If a write action is not classified as sensitive, it may run without a card; the classification is adjustable by the company.
Being in this catalog does not mean being installed, with a valid login, working in your company.

Illustrative scene with fictitious data; the actions mentioned exist in the vendor's catalog.

Where this helps your work

Salesforce inside the conversation where the work happens.

Three common situations for people who use Salesforce every day. What Skyller does in each one depends on the functions your company turns on.

Preparing the meeting

“Summarize this customer's history before the call.”

The salesperson asks by name. Skyller queries Salesforce through the read functions enabled for sales and builds the summary with the latest interactions and the deal stage.

CRM context in the conversation

Logging the follow-up

“Create the follow-up activity for Friday.”

Creating a record in Salesforce is a write action: Skyller shows the card with the deal, the date and the note and waits for Approve.

Record with approval

Administering

“Reading, yes. Changing a proposal's value, no.”

The administrator turns on reading and activity creation for the team; changing values and deleting records stay off. Every call to Salesforce goes in the record.

Function by function

Actions and events

What the vendor offers in Salesforce.

Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.

Showing 12 of 184

Add contact to campaign
SALESFORCE_ADD_CONTACT_TO_CAMPAIGN
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
Add product to opportunity
SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact.
Clone opportunity with products
SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
Clone record
SALESFORCE_CLONE_RECORD
Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
Close or abort a job
SALESFORCE_CLOSE_OR_ABORT_JOB
Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted).
Complete task
SALESFORCE_COMPLETE_TASK
Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
Create account
SALESFORCE_CREATE_ACCOUNT
Creates a new account in Salesforce with the specified information. Returns the created Account's ID at data.response_data.id.
Create a record
SALESFORCE_CREATE_A_RECORD
Tool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.
Create bulk ingest job
SALESFORCE_CREATE_BULK_INGEST_JOB
Create a Bulk API 2.0 ingest job (POST /jobs/ingest). Returns a job in the 'Open' state with an id and contentUrl.

Before you start

What your company needs to use Salesforce.

Login: Each person signs in to their own Salesforce account. Skyller guides the sign-in and stores the credential encrypted, visible only to the person who created it.
Who installs: An administrator connects Salesforce for the company and shares it with people or groups. Anyone can connect just for themselves, within the plan's limit.
Functions: 184 published actions: the administrator turns on only the necessary ones. Sensitive ones ask for confirmation before running.
Plan: Counts as a company or personal connection within the plan's allowance; the larger plans have no cap. The connections-per-plan table is on the catalog page.

Questions from the people who decide

Common doubts before connecting Salesforce.

Related integrations

Other CRM and sales integrations.

See the full catalog

Next step

Connect Salesforce and try it with your team.

Try it free with your team or book a demo: together we pick the Salesforce functions to enable and show the first approved action, with fictitious data.