Overview
The Salesforce server enables AI assistants to interact with Salesforce CRM, providing powerful querying capabilities across accounts, opportunities, contacts, and custom objects through conversational AI and SOQL.How to Add Salesforce
Access Salesforce Account
Log in to your Salesforce account with appropriate permissions to access the data you need.
Generate API Credentials
- Go to Setup in Salesforce
- Navigate to Apps > App Manager
- Create a Connected App or use existing credentials
- Note your Consumer Key, Consumer Secret, and Security Token
Connect to Civic
- Add the Salesforce server to your Civic environment
- Enter your credentials when prompted
- Authorize the connection using OAuth
What You Can Do
Data Querying
Query accounts, opportunities, contacts, and custom objects with SOQL
Cross-Object Search
Search across multiple Salesforce objects to get a complete view
Analytics & Reporting
Calculate metrics, aggregate data, and generate insights from CRM data
Deal Intelligence
Identify at-risk deals, calculate health scores, and prioritize opportunities
Available Tools (17)
Data Query
query_soql
query_soql
Execute SOQL queries to retrieve Salesforce data
search_records
search_records
Search across multiple objects using Salesforce Search
describe_object
describe_object
Get metadata about Salesforce objects and their fields
Opportunities
list_opportunities
list_opportunities
List opportunities with filtering by stage, owner, and close date
get_opportunity
get_opportunity
Retrieve detailed information about a specific opportunity
calculate_opportunity_metrics
calculate_opportunity_metrics
Aggregate opportunity data by various dimensions
Accounts
list_accounts
list_accounts
List accounts with filtering and sorting options
get_account_details
get_account_details
Get comprehensive account information including related records
calculate_account_health
calculate_account_health
Calculate account health scores based on opportunity data
Analytics
aggregate_data
aggregate_data
Perform aggregations like SUM, COUNT, AVG across records
group_by_analysis
group_by_analysis
Group and analyze data by various dimensions
Use Cases
Find At-Risk Deals
“Connect to salesforce and show me all open opportunities closing this week that aren’t in Closed Won stage” - Identify deals needing immediate attention.Account Health Score
“Connect to salesforce and calculate total opportunities, revenue, and average deal size grouped by account” - Understand which accounts are most valuable.Cross-Object Search
“Connect to salesforce and search for all records related to ‘Global Media’ across accounts and opportunities” - Get a 360-degree view of customers.The Salesforce server provides read-only query access to your CRM data. Use SOQL for precise filtering or natural language search for broader discovery.
Guardrails
In addition to the 14 universal guardrails, this server has 34 server-specific guardrails across 9 operations.Most extensive guardrail set — 34 specific guardrails covering DML, Apex code security, object/field management, query restrictions, and financial data redaction.
| Guardrail | Operation | Timing | Description |
|---|---|---|---|
| Limit Aggregate Query Result Size | aggregate_query | Request | Caps records returned from aggregate queries |
| Block Account Deletion | dml_records | Request | Prevents deletion of Account records |
| Block Case Deletion | dml_records | Request | Prevents deletion of Case records |
| Block Contact Deletion | dml_records | Request | Prevents deletion of Contact records |
| Block Lead Deletion | dml_records | Request | Prevents deletion of Lead records |
| Block Opportunity Deletion | dml_records | Request | Prevents deletion of Opportunity records |
| Limit DML Batch Size | dml_records | Request | Caps records per DML operation |
| Restrict DML to Vetted Objects | dml_records | Request | Allowlist for DML operations |
| Block Anonymous Apex Delete Operations | execute_anonymous | Request | Blocks delete in anonymous Apex |
| Block Bulk DML in Anonymous Apex | execute_anonymous | Request | Blocks Database class DML in anonymous Apex |
| Block Debug Logs for Other Users | manage_debug_logs | Request | Restricts debug log access to own user |
| Limit Apex Debug Log Response Size | manage_debug_logs | Response | Truncates large debug logs |
| Limit Debug Logs Retrieved | manage_debug_logs | Request | Caps number of logs retrievable |
| Block Custom Field Deletion | manage_field | Request | Prevents custom field deletion |
| Block Standard Field Modifications | manage_field | Request | Restricts to custom fields only (__c) |
| Restrict Field Management to Vetted Objects | manage_field | Request | Allowlist for field management |
| Block Admin Profile FLS Changes | manage_field_permissions | Request | Blocks FLS changes to System Administrator |
| Restrict FLS to Custom Fields | manage_field_permissions | Request | Only custom fields can have permissions changed |
| Block Custom Object Deletion | manage_object | Request | Prevents custom object deletion |
| Restrict Custom Object Creation | manage_object | Request | Allowlist for object creation |
| Block Permission Set Queries | query_records | Request | Prevents querying PermissionSet object |
| Block Profile Queries | query_records | Request | Prevents querying Profile object |
| Block User Object Queries | query_records | Request | Prevents querying User object |
| Filter Records by Owner | query_records | Response | Redacts records from non-vetted owners |
| Limit Query Result Size | query_records | Request | Caps SOQL result set size |
| Redact Financial Data | query_records | Response | Redacts Amount, Revenue, Price fields |
| Redact Password Fields | query_records | Response | Redacts password/token/secret fields |
| Restrict Queries to Vetted Objects | query_records | Request | Allowlist for queryable objects |
| Limit SOSL Search Results | search_all | Request | Caps SOSL search result size |
| Block Dangerous Apex Delete Patterns | write_apex | Request | Blocks Apex that deletes core objects |
| Block System Mode Apex | write_apex | Request | Blocks without sharing / System.runAs |
| Restrict Apex Class Names | write_apex | Request | Allowlist for Apex class names |
| Block Apex Trigger Delete Patterns | write_apex_trigger | Request | Blocks delete operations in triggers |
| Restrict Triggers to Vetted Objects | write_apex_trigger | Request | Allowlist for trigger objects |