# Salesforce AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Salesforce natively and helps you track deals and customer relationships through a sales pipeline, running 11 Salesforce actions for you like Find, Soql query, and Get user info. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Salesforce and reports back. Setup takes about two minutes. - Tool: Salesforce - Category: Sales & CRM - Connection: Managed connector (native integration) - Actions available: 11 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/salesforce ## What can you ask Viktor to do in Salesforce? - "Update the Salesforce deal I closed today and move it to won." - "Pull this week's pipeline from Salesforce and post a summary to #sales every Friday." - "Find contacts in Salesforce we haven't touched in 30 days and draft follow-ups." - "Cross-check Salesforce against our billing records and flag deals that don't match." ## What can Viktor do in Salesforce? (11 actions) - **Delete sobject record** - Permanently deletes a record by ID. - **Delete related record** - Deletes a child record by navigating from a parent record through a relationship. - **Soql query** - Executes a SOQL query to retrieve Salesforce records. - **Get user info** - Returns current user's identity, role, and preferences. - **Update related record** - Updates a child record by navigating from a parent record through a relationship. - **Get related records** - Retrieves child records related to a parent record by traversing relationships. - **List recent sobject records** - Returns records of a specific type that the user recently viewed or modified. - **Find** - Executes a text search across multiple objects simultaneously. - **Create sobject record** - Creates a new record. - **Get object schema** - Returns Salesforce schema information optimized for LLM consumption. - **Update sobject record** - Updates an existing record by ID. ## How does Viktor work with Salesforce? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Salesforce natively - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Salesforce actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Salesforce AI agent? A Salesforce AI agent is an AI that connects to your Salesforce account and completes work in it - it doesn't just answer questions about Salesforce, it takes the actions. Viktor is that agent: an AI employee that works in Salesforce on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Salesforce actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Salesforce Access and manage Salesforce CRM data ## Security and permissions - Native integration - Viktor handles authorization itself, never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Salesforce actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Salesforce? Yes. Salesforce is one of the 3,200+ tools Viktor connects to, as one of Viktor's native, deepest integrations. Once connected, anyone on your team can put Viktor to work in Salesforce from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Salesforce to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Salesforce. It's one of Viktor's native integrations, so Viktor handles authorization itself and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Salesforce? Viktor can run 11 Salesforce actions, including Find, Soql query, and Get user info - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Salesforce? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Salesforce actions to take, runs them, and reports back. ### Is my Salesforce data secure with Viktor? Yes. Viktor connects to Salesforce natively, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Salesforce integration cost? Nothing extra - every integration, including Salesforce, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Salesforce together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Salesforce, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Salesforce together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Stripe](https://viktor.com/integrations/stripe) - [GitHub](https://viktor.com/integrations/github) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.