Connect Salesforce to your AIML.chat agents and they can look up accounts, contacts, and opportunities, and create or update records from a conversation — with a human approving every write. It installs from the MCP marketplace in a few clicks.
What your agents can do with Salesforce
Once connected, a Sales or Support agent can recognize an existing account, check an opportunity's stage to answer accurately, capture a new lead with the right fields, and log activity from the conversation. Reads happen automatically; anything that writes — creating or updating a record — runs through AIML.chat's write-confirm flow, so the agent proposes and a person approves before it touches your CRM. Grounded in your content plus your Salesforce data, the agent gives specific, cited answers instead of generic ones, and the analytics surface the questions and lead patterns that come up most so you know what to automate next.
Connect it in three steps
- 1In AIML.chat, open MCP → Marketplace → Salesforce and click Install.
- 2Authorize with Salesforce (OAuth) and scope access to the objects the agents may use — least privilege.
- 3Attach the Salesforce tools to your Sales agent and test: ask it to "create a lead for this visitor and log the chat" and approve the write.
Because mutating actions require human approval, your CRM stays clean and trustworthy. You start on a real free tier and scale as usage grows — see pricing for the agent and message limits, and the MCP docs for how write-confirm works. Most teams start with read-only tools to answer accurately, then enable mutating tools once they're comfortable with the approval flow — you can change scopes anytime.
Will the agent change Salesforce on its own?+
No. Reads are automatic, but creating or updating a record requires human approval, scoped to the objects you allow.
What can the agent do with Salesforce?+
Look up accounts, contacts, and opportunities, create leads, and log activity — with approval on writes.
Is there a free plan?+
Yes — start on the free tier. See pricing for higher agent and message limits.