Salesforce × CMD+K

CRM

Enterprise CRM data behind enterprise-grade auth — your assistant reads and updates Salesforce with each user's own permissions.

Connect Salesforce How connectors work

Salesforce MCP use cases

Enterprise products where Salesforce is the system of record.

Account executives ask the in-product assistant for open opportunities on the account they're viewing.
Support conversations create Salesforce cases with the transcript attached.
Renewal-date questions get answered from the live contract record, not a copy.

How to connect Salesforce

01
Open the Marketplace in your dashboard
Sign in to Command+K, open Marketplace, and click Connect on the Salesforce tile.
02
Add your Salesforce OAuth app credentials
Salesforce requires your own OAuth app: add the callback URL shown in the wizard to the app's OAuth settings, then paste its client ID and secret. This is a one-time setup.
03
Users sign in with their own account
Each end user authorizes with their own Salesforce login, so the assistant only sees what they can see. Tokens are stored and refreshed by the platform.

Salesforce + Command+K FAQ

Does Salesforce have an MCP server?

Yes. Salesforce's MCP server is available as a connector in the Command+K Marketplace: Query and update Salesforce records via the hosted MCP server.

How do I connect Salesforce to my product's AI assistant?

Open the Command+K dashboard, go to Marketplace, and click Connect on the Salesforce tile. Salesforce requires your own OAuth app: add the callback URL shown in the wizard to its settings, paste the client ID and secret once, and each user then signs in with their own Salesforce account.

What can an AI assistant do with the Salesforce connector?

Enterprise CRM data behind enterprise-grade auth — your assistant reads and updates Salesforce with each user's own permissions. Typical scenarios: Account executives ask the in-product assistant for open opportunities on the account they're viewing. Support conversations create Salesforce cases with the transcript attached. Renewal-date questions get answered from the live contract record, not a copy.