Salesforce integration for AI agents

Connect Salesforce to your AI agents. Safely, with every call on the record.

  • ✓Reads your org's live schema, custom objects and fields included
  • ✓Connect Salesforce to SAP, NetSuite, Oracle and Workday in one place
  • ✓A person approves sensitive writes before they hit your CRM
  • ✓Works with Claude, ChatGPT and Cursor over MCP, or code and no-code
Book a demoSee it on a Salesforce sandbox.
Example governed call · Salesforce
Agent askssalesforce.opportunity.update
In its toolsetallowed for this agent
Rule holds itdiscount over 20%
Sales ops approvessees old and new value
Salesforce updatedwritten to the audit log
AUDIT
agent claude · revops
opportunity 006Qy00000Lk2xR
discount 12% → 24%
approver sales-ops · done 09:47:16
Trusted by enterprise teams at
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Salesforce plusSAPNetSuiteOracleWorkdaySlack

What teams run on Engini + Salesforce

Order to cash

Closed-won deals flow from Salesforce into your ERP as orders and invoices, with approvals on anything unusual.

Sales intelligence

Agents enrich accounts, update opportunities and log activity, scoped to the objects you allow.

Support and service

Agents read cases and customer history across CRM and ERP to resolve tickets faster, with every call logged.

See your Salesforce org connected to an agent

30 minutes, on a sandbox, with your custom objects.

Book a demo