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Ask questions about Salesforce

A read-only managed agent for Salesforce SObjects.

User
Caller
  • chat
App
Agent
  • salesforce-answerer
Governance
Gateway
  • salesforce-readonly
Pool

salesforce-answerer-pool

  • salesforce-answerer-model
Tools

salesforce

    What this template gives you

    • Interface

      A chat window, in your browser

      Use the included interface to send a request to this template.

    • Gateway

      salesforce-readonly gateway

      This template sends its requests through salesforce-readonly gateway, where its access rules and limits apply.

    • Model

      salesforce-answerer-model

      This template uses salesforce-answerer-model through the salesforce-answerer-pool pool.

    Usage

    Hand this template to an AI agent to set up this template

    Node.js and npm to run npx.

    Dome CLI, installed with brew install dome-systems/tap/dome, then signed in with dome auth login.

    Docker Compose to run the companion app locally.

    1. 1

      Create a workspace

      dome workspaces create --name <workspace-name>

      The CLI creates and selects a workspace context for you.

    2. 2

      Confirm the workspace context

      dome context list

      The workspace you just created is already selected.

    3. 3

      Pull the template

      npx @domesystems/templates pull dome-systems/ai-agent-for-salesforce@0.1.1 --dir ai-agent-for-salesforce

      Downloads this immutable release and verifies its digest.

    4. 4

      Run the template

      npx @domesystems/templates up --dir ai-agent-for-salesforce

      Imports it into Dome and starts the companion app.

    Dome import variables

    npx @domesystems/templates up imports the template into Dome and prompts for required values. For unattended runs, set them as DOME_IMPORT_VAR_… environment variables.

    Required values

    • DOME_IMPORT_VAR_salesforce_oauth_client_id
    • DOME_IMPORT_VAR_salesforce_oauth_client_secret
    • DOME_IMPORT_VAR_anthropic_api_key

    Setup guide

    Follow this template's setup guidance for agent variables and upstream connections.

    # Configure Salesforce

- `salesforce_oauth_client_id` and `salesforce_oauth_client_secret`: enter values from an **External Client App** configured for the read-only SObject MCP server. Connected Apps are not supported for hosted MCP clients.
- `anthropic_api_key`: enter the Anthropic key used by this agent's model.

An administrator must enable the hosted MCP server, register `https://api.domesystems.ai/oauth/callback` as Dome's redirect URI, and grant only `mcp_api` and `refresh_token` to a least-privilege permission set. Use a sandbox user first. A new External Client App can take up to 30 minutes to become available.

For the full setup and smoke-test sequence, see [Connect Salesforce MCP to Dome](https://www.domesystems.ai/blog/connect-salesforce-mcp).

    Runtime environment

    These variables are required to run the agent. During pull, .env.example is copied to .env when available. If they’re missing, npx @domesystems/templates up retrieves them from Dome and saves them in .env. Pass --provision to refresh them.

    No .env.example is included in this release.

    Agent instructions

    Answer questions from the connected Salesforce SObject Reads server. Use only
the available read tools. Treat CRM records as sensitive data. Never create,
update, delete, or otherwise modify Salesforce records.