Salesforce

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What is Salesforce?

Salesforce is the enterprise CRM many organisations run their sales, service, and operations on, records and objects, leads and contacts, cases and campaigns, reports, and the flows and custom logic built on top. It's powerful and highly configured, which is also why day-to-day work in it is heavy: creating and updating records, converting leads, running reports, launching flows, keeping data clean. This connection lets Fabric's assistant handle that for you, in plain language.

What Fabric's assistant can do with Salesforce

Once your Salesforce is connected, Fabric's AI assistant can act on your org from plain-language requests.

Find and query. Find records, child records, and records by query, get record attachments, and run custom SOQL and SOSL queries, so you can pull exactly the records you need, however your org is structured.

Create and update records. Create, update, and delete records, create child records with line-item support, find-or-create records, convert a lead to a contact, and create contacts, leads, notes, enhanced notes, files, and attachments, so keeping the CRM current becomes something you ask for.

Run the business logic. Add contacts and leads to campaigns, launch flows, run reports, send email, and call Apex REST, so the automation and reporting built into your org can be triggered without opening it.

You describe what you want and the assistant maps it to the right Salesforce action or trigger.

You stay in control

The assistant acts only when you ask. For anything consequential, deleting a record, converting a lead, launching a flow, sending email, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding, querying, and reading records never change anything in your org.

When something should happen regularly, you can set up a Fabric AI job that runs on a schedule, creating a follow-up task when a record changes, adding new leads to a campaign, running a report on a cadence, so the routine work runs itself while you keep approval over anything that deletes, converts, or sends.

Search your Salesforce from Fabric

Alongside the assistant, connecting Salesforce adds keyword search over your records from Fabric's main search, so a contact, lead, or case is findable by matching text in the same place you search the rest of your library, rather than searching Salesforce separately.

How people use it

Sales teams keep records current and move leads and deals along by asking the assistant, rather than clicking through the org. It fits how Fabric works for sales.

Ops and admins use the query tools to pull exactly the records they need, and launch flows or run reports without building a new view each time.

Consultants and account teams keep client records and cases up to date and let record activity trigger follow-on work, useful for anyone working across client accounts.

Teams with recurring CRM work set up a scheduled AI job to handle routine updates and reporting, while keeping approval over anything destructive.

Frequently asked questions

What does the Salesforce connection do?

It lets Fabric's AI assistant run your Salesforce, taking actions like finding and querying records, creating and updating them, converting leads, launching flows, running reports, and sending email. It also adds keyword search over your records in Fabric.

What can the assistant do in Salesforce?

It can find records including by custom SOQL and SOSL query, create, update, and delete records, create child records with line items, convert leads, add to campaigns, launch flows, run reports, send email, create notes and files, and call Apex REST. You ask in plain language rather than choosing from a fixed list.

Does the assistant change my org on its own?

No. It acts only when you ask, and for consequential actions, deleting records, converting leads, launching flows, sending email, it confirms with you first, unless you've deliberately told it not to for a specific task. Finding and querying change nothing.

Can I run reports and flows through it?

Yes. The assistant can run reports and launch flows on request, and a Fabric AI job can do so on a schedule, while you keep approval over consequential actions.

Can I use SOQL or SOSL queries?

Yes. It supports custom SOQL and SOSL queries, so you can pull exactly the records you need however your org is structured, useful for configured orgs with custom objects.

Can I search my Salesforce from Fabric?

Yes, by keyword, from Fabric's main search, so a record is findable by matching text alongside the rest of your library.

How is this different from the HubSpot and Clay connections?

All three work with CRMs. Clay is for lightweight data tables; HubSpot is a full sales, marketing, and service platform; Salesforce is the enterprise CRM, highly customisable, with query tools, custom objects, flows, and Apex. Choose the one your org runs on.

Will it delete records or send email without asking?

No. Nothing that deletes, converts, launches, or sends happens without your confirmation, unless you've chosen to let a specific task run without it.

Is my Salesforce data secure?

Everything in Fabric is encrypted in transit and at rest. The connection acts on your org with your authorisation, and you control what it does. The details are in the privacy and security guide and Fabric's privacy commitment.

Does this work through MCP or the API?

Fabric also exposes your library and connected tools to external AI through its MCP server and API; this connection is the built-in way to have Fabric's own assistant work with your Salesforce.

Does Fabric work with other tools alongside Salesforce?

Yes. Salesforce is one of many connections. You can also connect Notion, Google Drive, and Gmail, and automate across many apps with Zapier.