Salesforce
Your assistant looks up accounts, contacts, opportunities, cases and tasks, runs SOQL queries, and adds tasks. Changing a stage or a record waits for your OK.
Connect Salesforce
- In the setup: pick Salesforce under What do you want to connect?, then click Connect on it in the next step.
- Later: on your assistant's page, under Connectors, click Add and pick Salesforce. Then click Connect on its card.
Sign in with your Salesforce account on its own sign-in page. Every call runs as you, and Willow keeps the sign-in: your assistant never sees it.
What it starts with
Salesforce starts with these tools on, set up the safe way. Every other tool starts off.
| Tool | Name in MCP | Starts as |
|---|---|---|
| Get current user | get_current_user | Use freely |
| Search records | search_records | Use freely |
| Get record | get_record | Use freely |
| Run SOQL query | run_soql_query | Use freely |
| List accounts | list_accounts | Use freely |
| List contacts | list_contacts | Use freely |
| List opportunities | list_opportunities | Use freely |
| List cases | list_cases | Use freely |
| List tasks | list_tasks | Use freely |
| Create task | create_task | Require Session |
| Update opportunity stage | update_opportunity_stage | Ask Each Time |
| Update record | update_record | Ask Each Time |
In the setup, these read Always allow, Require session and Always ask. To change one, or turn on more, open your assistant's page and click the arrow on Salesforce's card. See Apps and tools.
Try asking
- "Which of my Salesforce opportunities close this month?"
Good to know
- The assistant sees every record your Salesforce user can. Run SOQL query only reads.