Integrations
Salesforce integration
Your Salesforce org.In your agent.
Connect Salesforce to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent searches accounts and opportunities, runs SOQL queries and reports, and drafts a pipeline review from what it finds. It works inside your own Salesforce org and its permissions, and creating or updating a record is a separate call that approvals can hold.
Give this to your agent
set up https://corespeed.io/SKILL.mdConnect Salesforce after setup. Access follows the connected account and its permissions.
Less clicking through records.More time with accounts.
Requests you can make once Salesforce is connected. The data is fictional.
- SalesforceOpportunities · Q4
- $48kNorthwind renewalNegotiation
- $22kLarkspur expansionNo activity
- $9kFairview pilotProposal
Review the pipeline
From the records you can see
Approval requestWaiting
Claude Code for Reid
salesforce__log_call
“Call with Diane at Northwind: pricing approved, legal review next.”
Policy: Ask before changing a Salesforce record.
ApproveDeny
Log the call, with a check
Held for approval
- CodexAnswer
Report
Q4 pipeline, by stage.
- Proposal holds the most open value.
- Two deals moved to Negotiation this week.
Ask a report a question
Read only · Nothing changed
See the whole pipeline.Act on the right deal.
Let your agent read the opportunities, the accounts behind them and their recent activity, then hand back a review you can act on.
Reads fromSalesforce
All connectors →Review our open Salesforce opportunities closing this quarter. Flag the ones with no activity in two weeks and draft a pipeline note. Do not change any records.
salesforce__search_opportunitiesok
14 open, closing this quarter
Keep your agent.Bring your work.
One CoreSpeed account, across compatible agents.
- 1
Set up CoreSpeed
Give your agent the setup line. It adds CoreSpeed and signs you in.
- 2
Connect Salesforce
Authorize the account and the content you need.
- 3
Start with one task
Ask for a summary, a brief, or a draft. Review the answer.
Setup guidesClaude CodeCodexCursor