Salesforce
Connect Salesforce so agents can work with CRM records under each user’s own field-level security and sharing rules.
Category: CRM and sales
Availability
Section titled “Availability”This connector uses the vendor’s official MCP server.
Connecting
Section titled “Connecting”Open Admin > Agent Integrations, select Browse connectors, and choose Salesforce. The form asks for:
- Server URL: Your per-org MCP server URL, issued in Salesforce Setup under MCP Servers.
- Sign in with the vendor: selecting Connect sends your browser to the vendor to approve access, then returns you to Runnit to finish. The approval must finish in the same browser it started in.
Agents act in Salesforce as the account you connect, and the vendor attributes their actions to it. Runnit asks you to confirm this before connecting. Where possible, sign in with a dedicated service account rather than a personal one. The connected account is shown on the integration card.
More detail
Section titled “More detail”- Salesforce developer documentation
- Agent Integrations covers testing, availability to agents, reconnecting, and removing an integration.