Salesforce
Leads, accounts, opportunities and field history. Salesforce connects through an OAuth 2.0 connection: its API takes an OAuth 2.0 sign-in through a connected app, the platform keeps it, and your agent declares the connection with Salesforce's API address.
Moving off Salesforce? We move you over with your history, and run both side by side until every team has switched.
Salesforce alternative →Connected once, used everywhere.
Connections are declared in your repository and authorised in the console. The credentials stay with the platform; apps, pipelines, workflows and the agent use them under the same roles.

Connect Salesforce
Salesforce's API takes an OAuth 2.0 sign-in through a connected app, so it connects the way any API does: three steps, with the credential kept by the platform and never in your code.
- 1
Your agent declares it
In connections/connections.py, with
OAuth2Connection: Salesforce's API address and the credential as a Secret. - 2
Deploy
$ segmentstream deploy - 3
Connect
Configure the client ID and secret of your Salesforce OAuth application, register the redirect URI the connection shows, then sign in.
$ segmentstream connection configure salesforce$ segmentstream connection authorize salesforce --open
Ask your agent
“Add Salesforce and import our accounts and opportunities.”
The connection it uses
Any OAuth 2.0 APIAny API with an OAuth 2.0 sign-in.Part of these solutions
More in CRM & sales
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Or build it yourself with your coding agent:
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