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HTTP API connector An HTTP API described by an OpenAPI spec, not an MCP server. Calls go to https://login.salesforce.com and carry the credential the connect dialog asks for.

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What the skill can do

API connector: 6 actions, as they appear in the skill panel. 2 of them create, change or delete something in Salesforce; mark those under These actions need approval when you add the skill to an agent.
  • Data extension integration (4): Enterprise Account Retrieve With Details, Integrate Composite Sobjects, Enterprise Account Retrieve With Query Locator, Enterprise Account Execute Soqlquery
  • Business unit provisioning (1): Run Soqlquery Job
  • User role management (1): Manage Authenticate Oauth2 Token

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Connect Salesforce

In Xpander Chat, open the agent’s settings, click Add skill, and search for Salesforce. The connect dialog asks for a connection name and whether the connection is for the Organization (one shared account) or Personal (your own account, so the agent acts with your permissions where systems allow). On an agent other people use, a personal connection runs their requests as you unless the binding requires each person’s own sign-in; see whose credential a shared agent uses. The dialog shows the credential this skill needs and where it goes; the value is stored in the vault and attached at the moment of use. Calls go to https://login.salesforce.com.

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Give an agent the Salesforce skill

Once Salesforce is connected, any agent you can edit may be given the skill: open the agent’s settings, click Add skill, and choose Salesforce. Enable only the action groups the agent needs, and mark the actions that should wait for a named person’s sign-off under These actions need approval. Which skills exist for your organization, and who may add them, is decided by your admins; see Skills.