# Salesforce AI connector guide

Connect Salesforce data to AI agents with Combined. Explore Account, Contact, Lead, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select Salesforce.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- Client ID: required in the upstream source schema
- Client Secret: required in the upstream source schema
- Force to use BULK API: optional
- Sandbox: optional
- Lookback Window for Incremental sync: optional
- Preserve "NA" and similar string values: optional
- Refresh Token: required in the upstream source schema
- Start Date: optional
- Stream Slice Step for Incremental sync: optional
- Filter Salesforce Objects: optional
- Search criteria: depends on the selected authentication/setup option
- Search value: depends on the selected authentication/setup option

## Dataset reference

- Account
- Contact
- Lead
- Opportunity
- OpportunityStage
- Stage
- Task
- User

This is the upstream connector reference, version 2.8.1. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my Salesforce data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to Account, Contact, Lead, Opportunity, OpportunityStage, Stage.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/salesforce
- Full guide: https://www.trycombined.com/connectors/salesforce