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The Salesforce integration exposes tools for customer lookup, cases, knowledge, and selected record updates. Project configuration limits which tools and objects are available; Salesforce permissions still determine what the connected account can access.

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Tools and object access

Use a tool that matches the work, such as salesforce__find_customer, salesforce__list_cases, or salesforce__add_case_comment. The Salesforce reference lists the available tools and whether they read or change data. Project tool selection and object policy work together. Enabling a tool does not bypass an object restriction or grant Salesforce permissions. Write tools and the expert SOQL tool require explicit enablement for direct calls.

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Project configuration

Salesforce configuration is optional. An absent or empty config preserves compatibility behavior. For new configurations, use the nested fields below. For example, this configuration permits the standard support objects and caps queries at 100 rows:
salesforce-config.json
An omitted or empty object list does not add a project-level object filter. Omitting maxQueryRows does not add a project-level row cap. Older flat fields remain accepted for compatibility; use the nested form for new configuration.

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SOQL queries

salesforce__run_soql_query is an expert tool for queries that the task-specific tools do not cover. Enable it explicitly and set capabilities.allowExpertSoql before using it. Queries must contain one read-only SELECT statement with a top-level LIMIT. The platform checks the query against applicable tool, object, and row-limit policy before execution. A query can still fail because of Salesforce field permissions or an invalid object or relationship.

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Mapping metadata

The mappings object accepts customer, contact, case, and knowledge entries. Customer and contact entries can store an object name, identity fields, and a display field. Case entries can store an object, customer relationship, and display field; knowledge entries can store an object name. These are saved configuration fields. Do not assume that changing them rewrites every tool’s query or makes a tool support a custom Salesforce object. Check the selected tool’s inputs and object requirements. Use salesforce__describe_object to inspect object names, fields, relationships, and permissions in the connected org. Validate the intended lookup and write operation before giving an agent access to it.

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