> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xpander.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Connect Salesforce to xpander and give agents its 6 actions: how to connect it, and which actions to hold for approval.

<Badge color="blue">HTTP API connector</Badge>

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.

## 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

## 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](/use/agents/permissions#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`.

## 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](/use/skills).

## Related Resources

* [Skills](/use/skills)
* [Salesforce](https://www.salesforce.com/)
