# Salesforce AI employee Viktor works in Salesforce for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Salesforce and helps you query, search, read and update records in your Salesforce org, running 11 Salesforce actions for you like Find, SOQL query, and Get user info. Ask in plain English from your workspace; Viktor does the work in Salesforce and reports back. Viktor connects through the vendor's hosted MCP server once an admin has set it up. - Tool: Salesforce - Category: Sales & CRM - Connection: Vendor-hosted MCP server (admin setup, then sign-in with OAuth) - Actions available: 11 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/salesforce ## What can your AI employee do in Salesforce? Viktor connects to your Salesforce account and completes work in it. He doesn't just answer questions about Salesforce, he takes the actions on your behalf and delivers the finished result to your workspace. 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 9,800+ tools he connects to, and asks for approval before anything sensitive runs. ### About Salesforce Query, search, read and update records in your Salesforce org through Salesforce's hosted MCP server. ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 11 Salesforce actions, chains them together 3. **Runs in Salesforce** - Helps you query, search, read and update records in your Salesforce org - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Salesforce from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Salesforce, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Salesforce work on a schedule, like a weekly Salesforce summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - Your admin sets up the vendor's hosted server, then you sign in with your own account - Viktor 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. - Viktor is not affiliated with or endorsed by Salesforce. ## What can you ask Viktor to do in Salesforce? - "Move the Salesforce opportunity I closed today to Closed Won." - "Pull this week's open opportunities from Salesforce and post a summary to #sales every Friday." - "Find contacts in Salesforce with no activity in 30 days and draft follow-ups." - "Which fields does the Opportunity object have in Salesforce, and which ones are custom?" ## How does Viktor work with Salesforce? 1. Open Viktor in a supported workspace. 2. Connect Salesforce through Salesforce's hosted MCP server, after a Salesforce admin has set it up - Viktor never sees your password. 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 can Viktor do in Salesforce? (11 actions) - **Create sobject record** - Creates a new record. - **Delete related record** - Deletes a child record by navigating from a parent record through a relationship. - **Delete sobject record** - Permanently deletes a record by ID. - **Find** - Executes a text search across multiple objects simultaneously. - **Get object schema** - Returns Salesforce schema information optimized for LLM consumption. - **Get related records** - Retrieves child records related to a parent record by traversing relationships. - **Get user info** - Returns current user's identity, role, and preferences. - **List recent sobject records** - Returns records of a specific type that the user recently viewed or modified. - **SOQL query** - Executes a SOQL query to retrieve Salesforce records. - **Update related record** - Updates a parent record by navigating from a child record through a relationship. - **Update sobject record** - Updates an existing record by ID. ## 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) - [Apollo.io](https://viktor.com/integrations/apollo-io) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Instantly](https://viktor.com/integrations/instantly) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [ActiveCampaign](https://viktor.com/integrations/activecampaign) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) ## FAQ ### Does Viktor integrate with Salesforce? Yes. Salesforce is one of the 9,800+ tools Viktor connects to, through Salesforce's hosted MCP server. Once connected, anyone on your team can put Viktor to work in Salesforce from their workspace - no workflow builder, no code. ### How do I connect Salesforce to Viktor? A Salesforce admin first sets up access to Salesforce's hosted MCP server for your organization. Then ask Viktor in your workspace to connect Salesforce, enter the details your admin gives you, and sign in with your Salesforce account (OAuth). Viktor never sees your password, 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 query, search, read and update records in your Salesforce org. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. You connect through Salesforce's hosted MCP server: a Salesforce admin first sets up an External Client App in your org and turns on the server, then you sign in with Salesforce (OAuth). Viktor has 11 Salesforce tools: SOQL queries, search, record and related-record reads, creates, updates and deletes, object schema and your user info. It sees only what your Salesforce user can see. Viktor is not affiliated with or endorsed by Salesforce. ### Do I need to build workflows for Salesforce? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, 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 through the vendor's hosted MCP server once an admin has set it up, 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; the Team plan is $100 a month. ### Can Viktor use Salesforce together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Salesforce, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.