Useful for
Where it earns its place
Summarise an account
Review an opportunity
Prepare a record update
Decision guide
Where it fits—and where it doesn’t.
Best for
Summarise an account
Not ideal for
Unsupervised use with broad sensitive-data access or consequential write actions.
Common setup gotchas
- Plan, region, role and workspace policy can change what is visible.
- The live OAuth and action scopes—not this summary—are authoritative at setup.
Permission & privacy notes
Know what you’re opening up.
CRM records contain personal data and private commercial notes. Apply role-based access, consent rules and human approval before outreach or updates.
Connection screens and capabilities can change. Recheck requested permissions at setup, remove access you no longer need and follow your organisation’s data-handling policy.
Platform comparison
Same tool. Different connection.
“Verified” means the tool appears in the official platform catalogue or current first-party documentation. It does not guarantee access on every plan or surface. “Not found” records only what our checked sources showed—it is not a claim of incompatibility.
ChatGPT
Not found in checked sources
We did not find a current first-party ChatGPT listing for Salesforce; custom MCP availability is not treated as native support.
- Capabilities
- Not published as supported
- Plan & admin reality
- No current first-party platform listing was located in the sources checked. This platform is excluded from directory filters for this tool.
- Confirmation model
- No connection model verified.
- Privacy note
- CRM records contain personal data and private commercial notes. Apply role-based access, consent rules and human approval before outreach or updates.
- Runtime caveat
- A custom MCP route may exist, but it is not counted as built-in or catalogue availability.
Claude
Verified
Explore CRM objects and records, with supported create or update actions requiring careful approval. Exact fields and actions depend on the live connection and source-system permissions.
- Capabilities
- read · search · write
- Plan & admin reality
- Listed in Anthropic's Connectors Directory (browsable in Claude, Claude Desktop and Claude mobile). Connectors are free to add, but a paid Claude plan is required, and the connected service's own subscription still applies separately.
- Confirmation model
- Review OAuth scopes and the live permission screen. Require human confirmation before external writes, sends, publishing or data changes.
- Privacy note
- CRM records contain personal data and private commercial notes. Apply role-based access, consent rules and human approval before outreach or updates.
- Runtime caveat
- Claude connectors run on the Model Context Protocol (MCP), the open standard Anthropic created. Capabilities can change without notice; recheck the live Connectors Directory entry and permission screen before setup.
Gemini
Verified
Salesforce is confirmed as a connector under Gemini Enterprise – Business edition. Review the live listing for exact actions and required admin authorisation.
- Capabilities
- read · search · write
- Plan & admin reality
- Documented under Gemini Enterprise – Business edition, a separately priced product (around $21/user/month, annual commitment) aimed at small businesses and individual departments — not the same as Gemini for Google Workspace or the standalone consumer Gemini app. Salesforce's own administrator must authorise the connector in the Gemini Enterprise UI before an individual can use it.
- Confirmation model
- Review OAuth scopes and the live permission screen. Require human confirmation before external writes, sends, publishing or data changes.
- Privacy note
- CRM records contain personal data and private commercial notes. Apply role-based access, consent rules and human approval before outreach or updates.
- Runtime caveat
- This runs under Gemini Enterprise – Business edition, a distinct product from the consumer Gemini app or Gemini for Google Workspace. Preview-status connectors can change materially before general availability; recheck the live listing and admin authorisation before setup.
Grok
Verified
Explore CRM objects and records, with supported create or update actions requiring careful approval. Exact fields and actions depend on the live connection and source-system permissions.
- Capabilities
- read · search · write
- Plan & admin reality
- Grok lists this connector (aligned to the Jul 23 2026 in-app catalog enumeration). Business/Enterprise may require admin provisioning. BYO MCP remains available for anything missing.
- Confirmation model
- Review OAuth scopes and the live permission screen. Require human confirmation before external writes, sends, publishing or data changes.
- Privacy note
- CRM records contain personal data and private commercial notes. Apply role-based access, consent rules and human approval before outreach or updates.
- Runtime caveat
- Capabilities can change without notice; recheck the live listing and permission screen before setup. Grok connectors are MCP-based.
Try it with intent
Useful starting prompts.
“Use Salesforce to summarise an account; cite the source records and do not change anything.”
“Review an opportunity. Show the proposed result for approval before any external action.”
Works in these stacks
Combine it with a purpose.
01Turn interest into organised next steps.
