[ connector source ]

Connect Salesforce to Your AI Agent

Let Ana call the Salesforce REST API directly from its Python sandbox to pull live accounts, opportunities, and contacts — then join them with warehouse metrics in a single question.

api crm native connector auto-discovery multi-source joins
[ about Salesforce ]

TextQL's Salesforce connector gives your AI agent direct access to query your data using natural language. Connect via Salesforce OAuth 2.0 (per-org or per-user). An admin whitelists login.salesforce.com and your My Domain in the TextQL admin console, then authorizes the TextQL connected app. Tokens are injected at the network layer — Ana never sees raw credentials.

[ faq ]

Common questions

Yes. When you connect Salesforce via per-user OAuth, every API call Ana makes runs under the logged-in user's Salesforce identity. Row-level sharing rules, field-level security, and object permissions are all enforced by Salesforce itself. Ana cannot see records the user could not see in the Salesforce UI.

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