Salesforce

Connect Salesforce to give Cendriix agents access to your CRM data for context-aware automation.

Overview

How to connect

1. Navigate to Settings → Integrations → Connectors
2. Click Connect on the Salesforce integration
3. Sign in to your Salesforce org and grant the requested permissions
4. Once authorized, your CRM data becomes available to Cendriix agents

Capabilities

Once connected, Cendriix agents can:

• Read Salesforce objects (accounts, contacts, opportunities, cases)
• Ingest CRM context into Cortex for richer AI understanding
• Reference customer data when planning workflows

Security notes

• Default login host is login.salesforce.com (production). Sandbox orgs use test.salesforce.com
• Access tokens are long-lived but revocable
• Tokens can be revoked at https://login.salesforce.com/services/oauth2/revoke
• Disconnect at any time from Settings → Integrations → Connectors

Further reading

• Salesforce OAuth Web Server Flow 
• Salesforce OAuth Scopes