Connect Salesforce to any AI.

Ask Claude or ChatGPT about the accounts, opportunities, leads and cases in Salesforce, custom objects included, and have the record updated when you allow it.

Read from Salesforce when someone asks. Nothing exported, nothing copied, and changes only where you allow them.

Book a 30-minute call What it can do
Salesforce connects to FrontierOps once, and any AI your team uses, such as Claude, ChatGPT, Grok or Perplexity, reaches it through that connection.
  1. Salesforce CRM & sales
  2. FrontierOps Permissions, definitions, record
  3. Any AI The AI your team uses
Examples

Ask in any language. Answered from Salesforce.

What it can do

What the AI can read in Salesforce, and what it can do.

It can read

Read-only by default
  • Any standard or custom object the connected user can see: accounts, contacts, leads, opportunities, cases, tasks and your own
  • Your org’s real schema: fields, picklist values and relationships, read before a question is answered
  • Filtered, sorted and grouped queries (SOQL), and a text search that finds a record by email, phone or company name (SOSL)
  • Which org it is connected to, and how much of the daily API allowance is left

It can do, if you allow it

Needs write access
  • Create a record on any object, one at a time
  • Update only the fields you name on an existing record
  • Upsert on your own external ID, so a re-sync does not create duplicates
  • Delete a record: it goes to the Recycle Bin, along with the records that depend on it

Writes go one record at a time and run your validation rules and flows like any other change. Every write is on record.

Why connect it

How the Salesforce integration works.

Salesforce holds the pipeline, but most answers wait on a report someone has to build. Connected once, anyone can ask about deals, accounts and cases in plain English, limited to what their role allows, and the AI can update the record or add the task where the team will see it, if you allow it.

Questions

What people ask about connecting Salesforce.

Does it work with our custom objects and fields?

Yes. It reads your org’s own schema first, including custom objects, custom fields, picklist values and managed package fields, so it asks for your fields by their real names instead of guessing.

Can the AI see everything in Salesforce?

No. Access is limited twice: by each person’s role in FrontierOps, and by the profile, permission sets and field-level security of the Salesforce user who connected it. If that user cannot see a field, neither can the AI.

Can it change records in Salesforce?

For roles an admin allows to write, it can create, update, upsert and delete records, one at a time. A delete goes to the Recycle Bin, each write can be allowed or denied per role, and every write is on record.

Is this a Salesforce MCP server?

Yes, and one built for a whole company. FrontierOps gives Claude, ChatGPT and any other MCP client one connection to Salesforce, set up once by an admin. What each role can read or change is decided in FrontierOps, and every call is on record, instead of each person running their own server with their own login.

Why not connect Salesforce to Claude or ChatGPT directly?

A direct connection links one AI to Salesforce through one person’s login, with that person’s settings. That works for one person. For a team it means no shared definitions, no single place to decide who can see or change what, and starting over when you switch AI. Through FrontierOps, Salesforce is connected once, for every AI and every agent, under one set of permissions, with every call on record.

Works well with

One connection each. One set of rules across all of them.

See every integration

Bring one question about Salesforce. We’ll connect it with you.

Book a 30-minute call