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Connect ChatGPT to Salesforce

ChatGPT reaches Salesforce through one Flowplane address. You add Salesforce once in Flowplane, add that address to ChatGPT, and sign in. Search accounts, contacts, leads and opportunities in Salesforce, run SOQL, and create or update records after you approve.

Connect Salesforce →Set up your assistant
Tools
5 read · 3 change
Sign-in
Your own account
Approval, by default
Changes wait for you
MCP server
Flowplane’s tools
  1. 1

    Add Salesforce in Flowplane

    In the Flowplane console, add Salesforce and type your My Domain (acme for acme.my.salesforce.com); then each person chooses Sign in with Salesforce.

    Each person signs in with their own Salesforce account, and the assistant can only see and change what that person’s profile and permissions allow in Salesforce. A Salesforce administrator may first have to allow Flowplane’s app in the org. Flowplane keeps the sign-in sealed; the assistant never sees it.

    Connect Salesforce →

  2. 2

    Add Flowplane to ChatGPT

    Your address is shown in the Flowplane console; it looks like

    https://mcp.flowplane.eu/<your-label>

    1. In ChatGPT on the web, open Plugins, choose + and Add custom MCP server.
    2. Give it a name and, under Connection, paste https://mcp.flowplane.eu/<your-label>. Set authentication to OAuth.
    3. Tick I understand and want to continue and choose Create as a plugin.
    4. Install it, sign in to Flowplane and allow ChatGPT. In a chat, type @ and pick it.

    Steps checked against the vendor’s documentation (OpenAI)

  3. 3

    Ask ChatGPT

    • “Which opportunities over €50,000 are set to close this quarter, and at what stage?”
    • “Find everything we have on Acme: the account, its contacts and open opportunities.”
    • “Which leads came in this week from the website?”
    • “What fields does our custom Contract__c object have?”
    • “Move the Acme renewal opportunity to Negotiation and set the close date to 15 December.”
What it can do

What ChatGPT can do in Salesforce

Salesforce holds the accounts, contacts, leads and opportunities of many sales teams. Through Flowplane an AI assistant can search records by a word or name, run SOQL queries, read a record, and find the objects and fields of your org, custom ones included. It can create, update and delete records, and every change waits for your approval by default.

On ChatGPT Pro the connection only reads: create a record, update a record, delete a record are not offered there.

Reads5

  • Run a SOQL queryReads records with SOQLquery
  • Search textFinds records by a word or namesearch
  • Read a recordOne record by idget_record
  • List objectsFinds the objects an org haslist_objects
  • Describe an objectThe fields of an objectdescribe_object

Changesasks first3

  • Create a recordCreates a record of an objectcreate_record
  • Update a recordChanges fields of a recordupdate_record
  • Delete a recordDeletes a record (to the recycle bin)delete_record
FAQ

Questions

Why do changes wait for approval?
Salesforce gives an app one permission for its API, reading and writing alike, so creating, updating and deleting records wait for your approval by default. Your own Salesforce permissions stay the limit on top of that.
What happens to a deleted record?
It goes to Salesforce’s recycle bin, where it can be restored, and related records may go with it. Deleting waits for your approval by default.
Does it work with a sandbox?
Not yet. Sign-in goes through login.salesforce.com, which serves production orgs; sandboxes, and orgs that block login.salesforce.com in their My Domain settings, cannot sign in for now.
Does ChatGPT see the password or key for Salesforce?
No. You sign in to Salesforce through Flowplane, which keeps that sign-in sealed. ChatGPT only gets a Flowplane sign-in for you, which you can revoke in the console.
Can ChatGPT change things in Salesforce without asking?
Not by default: every change in Salesforce waits for your approval in the browser. Your workspace’s rules decide, per tool.
Your assistant

Other assistants with Salesforce

Everything about Salesforce and Flowplane →

Flowplane is not affiliated with or endorsed by Salesforce’s maker; the name and logo only identify the app. Pricing

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