Salesforce icon

CONNECT APP

Build with Salesforce

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

CRM

  • OAuth

MCP

Give your agent Salesforce tools

Every Salesforce action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Salesforce account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "salesforce_rest_api",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Add Contact to Campaign:
const result = await mcp.callTool({
  name: "salesforce_rest_api-add-contact-to-campaign",
  arguments: {
    campaignId: "Campaign ID",
    contactId: "Contact ID",
  },
})

API PROXY

Call the Salesforce API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Salesforce API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://api.example.com/v1/me",
})

// Any allowed Salesforce endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run Salesforce actions from your backend

Connect a user's Salesforce account once, then run Add Contact to Campaign on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "salesforce_rest_api-add-contact-to-campaign",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
    campaignId: "Campaign ID",
    contactId: "Contact ID",
  },
})

TOOLS

Salesforce actions

On-demand operations your product or agent can configure and run on behalf of a connected user.

EVENTS

Salesforce triggers

Event sources your backend can deploy for users and receive through a webhook.

MULTI-APP

Use Salesforce with other popular apps

Most products don't stop at one integration. Pair Salesforce with the other apps your users rely on, and ship use cases that span both.

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REFERENCE

App details

Reference metadata for the Salesforce connector in the Pipedream registry.

App slug
salesforce_rest_api
Authentication
OAuth
Categories
CRM
Actions
61
Triggers
12
API proxy
Available