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
1
Access Salesforce Account
Log in to your Salesforce account with appropriate permissions to access the data you need.
2
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
3
Connect to Nexus
- Add the Salesforce server to your Nexus environment
- Enter your credentials when prompted
- Authorize the connection using OAuth
4
Test Connection
Start with a simple command like “Show me all open opportunities” to verify the connection works properly.
Ensure your Salesforce user has the necessary permissions to query the objects you need to access.
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.