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Salesforce connects over OAuth through a Connected App with PKCE, so there’s no token to create — you log in and approve, and arg.ai acts with your org’s access.

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What you can do

Actions — run SOQL query, create record, update record, get record. Triggers — start an automation when a record is created or updated for a chosen sObject, such as Account or Contact.

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Access it requests

Authorizing grants full API access to your org’s data via the api scope, plus a refresh token so the connection stays live.

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Connect

1

Open Integrations

In arg.ai, go to Settings → Integrations.
2

Connect Salesforce

Find Salesforce and click Connect. A Salesforce login screen opens.
3

Log in and approve

Log in at login.salesforce.com and approve the requested access. You’re returned to arg.ai with Salesforce connected.
Production logins only - sandbox orgs at test.salesforce.com aren’t supported.

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Use it

  • In chat: “Run a SOQL query for all Accounts created this month, then update the top one’s industry to ‘Technology’.”
  • In an automation: start a flow from the Record trigger on an sObject like Contact, or add a Salesforce action node to create or update a record.