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 Claude Code see the password or key for Salesforce?

No. You sign in to Salesforce through Flowplane, which keeps that sign-in sealed. Claude Code only gets a Flowplane sign-in for you, which you can revoke in the console.

Can Claude Code 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.

Connect Claude Code to Salesforce

Claude Code reaches Salesforce through one Flowplane address. You add Salesforce once in Flowplane, add that address to Claude Code, 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
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
Add Flowplane to Claude Code
Your address is shown in the Flowplane console; it looks like
https://mcp.flowplane.eu/<your-label>
1. Add the server in a terminal with the command below.
2. Start Claude Code and run /mcp, choose flowplane and sign in to Flowplane in the browser (or run claude mcp login flowplane).
3. Ask your question; Claude Code calls the tools it needs.
```
claude mcp add --transport http flowplane https://mcp.flowplane.eu/<your-label>
```
Steps checked against the vendor’s documentation (Anthropic)
3
Ask Claude Code
- “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 Claude Code 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.

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 Claude Code see the password or key for Salesforce?: No. You sign in to Salesforce through Flowplane, which keeps that sign-in sealed. Claude Code only gets a Flowplane sign-in for you, which you can revoke in the console.
Can Claude Code 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

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