Salesforce Connector

Enterprise Feature

The Salesforce connector is available in AxonFlow Enterprise Edition. Full setup documentation is available in the Enterprise Documentation Portal.

Contact Sales | Request Demo

Connect AxonFlow to Salesforce CRM for customer data access, lead management, and sales automation.

Overview

The Salesforce MCP connector enables your AI agents to:

• Query CRM data with SOQL
• Access leads, opportunities, and contacts
• Create and update records with governance controls
• Integrate CRM data into AI workflows

Best For: Customer support agents, sales automation, lead qualification, account management.

Why Salesforce + AxonFlow?

Capability	Benefit
Sub-10ms Policy Enforcement	Governance checks before every CRM query
Permission-Aware Access	Role-based field-level security
PII Protection	Automatic detection and masking of sensitive data
Audit Logging	Complete trail of all CRM access

Example Use Cases

Customer Lookup

// Find customer by email (pseudo-code)
const customer = await client.mcp.query({
  connector: 'salesforce',
  soql: `
    SELECT Id, Name, Email, AccountId
    FROM Contact
    WHERE Email = '[email protected]'
  `
});

Opportunity Search

// Get open opportunities (pseudo-code)
const opportunities = await client.mcp.query({
  connector: 'salesforce',
  soql: `
    SELECT Id, Name, Amount, StageName
    FROM Opportunity
    WHERE StageName != 'Closed Won'
    ORDER BY Amount DESC
  `
});

Enterprise Features

Feature	Description
OAuth 2.0 Authentication	Secure password grant flow
SOQL Support	Full Salesforce Object Query Language
Field-Level Security	Respect Salesforce permission sets
Bulk Operations	Efficient batch record processing
Sandbox Support	Test in Salesforce sandbox environments

Quick Comparison

Edition	Salesforce Access
Community	Not available
Professional	Full access, email support
Enterprise	Full access, dedicated support, SLA

Get Started

1. Upgrade to Enterprise - Contact Sales
2. Access Setup Guide - Full documentation at enterprise-docs.getaxonflow.com
3. Create Connected App - Configure OAuth in Salesforce
4. Deploy - Enable via EnabledConnectors: "salesforce"

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Ready to connect Salesforce?

• Schedule Demo - See Salesforce integration in action
• Contact Sales - Discuss your CRM requirements
• AWS Marketplace - One-click deployment