Connectors / Salesforce
What Deixic does with Salesforce.
Read and act
Use Deixic to review accounts and contacts in Salesforce and run the supported actions you allow.
How Deixic helps with Salesforce.
- Read information
- Review accounts and contacts from Salesforce as evidence and to check state.
- Choose the actions
- Deixic supports actions on accounts and contacts. Grant only the tools and permissions the task needs.
- Keep your decisions
- Deixic checks your policy before a change; sensitive changes wait for a named approver. The action record keeps the decision and result.
5 of 5 changing operations require approval. See how approvals work.
Example workflow
Prepare an account update without creating another copy of the customer
Find the Salesforce account matching this company, inspect the relevant contacts, and propose the specific fields to update. Show the account and contact IDs. Ask me to resolve ambiguous matches before creating anything.
- Search accounts by a bounded name fragment, then identify the intended account. A similar name is a candidate match, not a record identity. Keep the Salesforce ID with the company brief.
- Search the relevant contacts and check their account relationship. Separate missing information from conflicting information. Produce a proposed change list that names the existing record and the fields that should change.
- Use an update for an existing account or contact. Use creation only after resolving whether the record already exists. Review the exact action inputs and required approval, then inspect the returned record before starting the next task.
Check before you continue: The account search uses a bounded query with selected fields; it is not an interface for submitting arbitrary SOQL. A result limit or incomplete page should not become a claim that no matching account exists.
Provider reference: Salesforce query results and continuation
Use your existing agent with Deixic. Calls you route through Deixic follow your access and approval policy.
Provider access
Supported Salesforce reads and actions.
Choose the reads and actions your task needs. Your connection’s permissions and your agent’s access determine what it can use.
Read data
- Accounts Read
- Contacts Read
Actions
- Accounts Write
- Contacts Write
Permissions
Choose the access for Salesforce.
Have the account owner authorize the intended account and permissions, and if data is missing, inspect the authorizing user’s access to the target resource before requesting broader access.
Find Salesforce in the appManage connected accounts
- Connection
- OAuth
- Supported operations
- Read and act
- Reads
- 2
- Actions
- 2
- Provider permissions
- Grant only the permissions needed for the task.
What you need to connect
- Salesforce instance URL
- OAuth client ID
- OAuth client secret
- OAuth access token
- OAuth refresh token (optional)
Deixic checks calls routed through its gateway and requests approval when your policy requires it.
Reference and troubleshooting
Salesforce operation reference, troubleshooting, and questions
Guides for work in Salesforce
Your Salesforce agent found the customer. Is it the right customer?
Build Salesforce and Stripe agent workflows that resolve account identity, reconcile billing evidence, and propose updates without creating duplicate customers.
Connectors for related work
Tell us what you need from Salesforce.
Bring one task. We’ll show you the access it needs and how Deixic helps.
Request early access