Salesforce

At a glance

Availability: Experimental (how to enable).
Auth: OAuth 2.0.
Connection: A user authorizes the connection in the provider’s consent screen.
Scopes: api, refresh_token, offline_access.

Credentials

Set these per environment. See Connect an integration. With a managed OAuth app, Connect works without these variables; set them to use your own OAuth app instead.

Variable	Required	Description
`SALESFORCE_CLIENT_ID`	Yes	Salesforce OAuth Consumer Key (from your Connected App) Docs.
`SALESFORCE_CLIENT_SECRET`	Yes	Salesforce OAuth Consumer Secret Docs.

Setup

Create a Salesforce test org: Use a sandbox or free Developer Edition org for staging. Enable Service Cloud, Cases, and Knowledge if the demo needs support workflows.
Create a Connected App: In Salesforce Setup, create a Connected App with OAuth enabled. Add the Veryfront callback URL for the target environment.
Configure OAuth scopes: Add api, refresh_token, and offline_access scopes. Use the Web Server Flow with a client secret for Veryfront API environments.
Store Veryfront environment credentials: Set SALESFORCE_CLIENT_ID and SALESFORCE_CLIENT_SECRET for the matching Veryfront environment. Keep staging and production credentials separate.
Grant least-privilege Salesforce permissions: Assign the connected user access to Account, Contact, Case, CaseComment, Opportunity, Lead, and Knowledge objects required by the enabled tools.

Staging callback: https://api.veryfront.org/oauth/callback/salesforce
Production callback: https://api.veryfront.com/oauth/callback/salesforce
Write tools should be explicitly enabled for an agent or project; read tools are the default demo surface.

Provider API reference: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm

Tools

Tool	Access	Description
Find Customer	Read	Find customer contacts with account context for support triage. Pass a focused SOQL query when searching by email, name, phone, or account.
Search Accounts	Read	Search Salesforce accounts with business context for support or sales work
Get Account	Read	Get detailed information about a specific account
Search Contacts	Read	Search contacts with account fields for CRM follow-up and support context
Get Contact	Read	Get a Salesforce contact by ID
List Cases	Read	List Service Cloud cases for a customer, account, owner, status, or queue
Get Case	Read	Get a Service Cloud case by ID
List Case Activity	Read	List case comments for support handoff, timeline review, and resolution context
Search Knowledge Articles	Read	Search published Salesforce Knowledge articles that can help answer or deflect a support case
List Opportunities	Read	List Sales Cloud opportunities for account planning and customer context
Create Lead	Write	Create a new lead in Salesforce CRM
Create Case	Write	Create a Service Cloud case for customer support
Add Case Comment	Write	Add a support note or customer-visible comment to a Service Cloud case
Update Case	Write	Update status, priority, owner, or resolution fields on a Service Cloud case
Describe Object	Read	Get metadata and field definitions for a Salesforce object
Run SOQL Query	Read	Run a read-only SOQL query for expert inspection when curated tools are not enough

Project configuration

Project integration configuration is optional. When config is missing or {}, Salesforce tools keep the default compatibility behavior. New Studio saves use the object-first shape below; older allowedSObjects, allowExpertSoql, and maxQueryRows configs are still accepted during migration.

Field	Type	Default in the Studio form	Runtime effect when saved
`dataAccess.objects`	Array of Salesforce object API names	`Account`, `Contact`, `Case`, `CaseComment`, `KnowledgeArticleVersion`, plus objects required by currently selected tools	Restricts Salesforce tools to selected objects. Custom and managed-package objects such as `Customer__c` or `ns__Subscription__c` can be added by API name. Omit it or use an empty list to avoid a project-level object filter. Salesforce permissions still apply.
`capabilities.allowExpertSoql`	Boolean	`false`	Allows the raw `run_soql_query` expert path only when the tool is also explicitly enabled in the project tool list.
`capabilities.maxQueryRows`	Integer from `1` to `2000`	`100`	Rejects SOQL queries whose top-level `LIMIT` is above this value. Omit it to avoid a project-level row limit.
`mappings.customer`, `mappings.contact`, `mappings.case`, `mappings.knowledge`	Optional mapping objects	Account/contact/case/knowledge defaults	Records how this org maps Veryfront concepts to Salesforce objects, identity fields, display fields, and relationships. These mappings support custom orgs without changing agent-facing tool names.

Recommended Service Cloud support config:

salesforce-config.json

{
  "dataAccess": {
    "objects": [
      "Account",
      "Contact",
      "Case",
      "CaseComment",
      "KnowledgeArticleVersion"
    ]
  },
  "capabilities": {
    "allowExpertSoql": false,
    "maxQueryRows": 100
  },
  "mappings": {
    "customer": { "object": "Account", "identityFields": ["Name"], "displayField": "Name" },
    "contact": { "object": "Contact", "identityFields": ["Email", "Name", "Phone"], "displayField": "Name" },
    "case": { "object": "Case", "customerRelationship": "AccountId", "displayField": "CaseNumber" },
    "knowledge": { "object": "KnowledgeArticleVersion" }
  }
}

Enable write tools separately with the project tool allowlist. For example, select create_case, add_case_comment, or update_case only for agents that need to change Salesforce records.

Example prompts

Find the customer in Salesforce, summarize their open cases, and suggest the next support action.
Create a Salesforce Service Cloud case with the customer, subject, priority, and issue summary I provide.
Search Salesforce Knowledge for articles that answer this customer support issue.
Summarize Salesforce opportunities for this account and highlight any renewal or expansion context relevant to support.

Salesforce integration architecture: How the Salesforce tools scale across different Salesforce org models.

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At a glance

Credentials

Setup

Tools

Project configuration

Example prompts

​At a glance

​Credentials

​Setup

​Tools

​Project configuration

​Example prompts

​Related

At a glance

Credentials

Setup

Tools

Project configuration

Example prompts

Related