Last updated: 4 July 2026

Salesforce

Salesforce

Beta
Auth: Access token · Plans: Business, Enterprise · Tools: 5 · Category: CRM & Support

Query opportunities, accounts, pipeline summaries, and activities in Salesforce CRM.

Who needs this: Sales teams and executives who need quick answers from their CRM without logging in.

Example questions once connected

  • What is my pipeline value this quarter?
  • Show me the top 5 deals closing this month
  • Which accounts in Nairobi haven't been contacted in 30 days?
  • Create a new opportunity for Equity Bank worth KES 2M
⚠️

Security token is required. If your Salesforce org uses SSO or 2FA, you may need a Connected App with OAuth. Contact [email protected] for help.

Step-by-step setup

  1. Get your security token. Log into Salesforce → click your profile picture → Settings → search "Reset Security Token" → click it. Salesforce emails the token to you. Copy it.
  2. Connect in Msharti. Go to Connectors → Salesforce → Set Up. Fill in: Username, Password, Security Token, and Instance URL (e.g. https://company.my.salesforce.com). Click Test Connection.
  3. Confirm success. "Connected — 3 tools active" means you are done.

Tool reference

These are the tools the AI can call on this connector. Each tool fires automatically when you ask a relevant question.

soql_query() Run a SOQL SELECT query against any Salesforce standard or custom object.
Inputs natural language question (AI generates the SOQL)
Try asking "Which opportunities are stuck in Negotiation for more than 30 days?"
Returns 3 opportunities: "NCBA Renewal" (42 days), "KCB Group" (38 days), "Britam" (31 days). Total value: KES 6.2M.
create_opportunity() Create a new opportunity record in Salesforce.
Inputs name, account_name, stage, close_date, amount, optional: owner, description
Try asking "Create an opportunity "Equity Bank Q3" worth KES 1.5M closing 30 Sep"
Returns Opportunity created: "Equity Bank Q3". Stage: Prospecting. Close: 30 Sep 2026. Value: KES 1.5M. ID: 006Hs...
update_account() Update fields on a Salesforce account record.
Inputs account_name or ID, field updates
Try asking "Update KCB Group's industry to Banking and add phone 020-3270000"
Returns Account "KCB Group" updated. Industry: Banking. Phone: +254-20-3270000. Modified: now.

Limits

  • Uses username/password/security token authentication. If your org uses SSO, a Connected App with OAuth is required — contact support.
  • SOQL queries are read-only. DML operations (update_account, create_opportunity) require Salesforce CRM User licence.
  • Governor limits apply per Salesforce plan. High-volume queries may hit API call limits.

Troubleshooting

ProblemCauseFix
Invalid login Wrong username, password, or token Double-check all three. Reset token if unsure.
Login must use a security token Token missing Enter your security token in the field provided.
Instance URL not found Wrong Salesforce URL Check your browser address bar when logged into Salesforce.

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Need help? [email protected] — Nairobi-based, same time zone.