> **Building with AI coding agents?** If you're using an AI coding agent, install the official Scalekit plugin. It gives your agent full awareness of the Scalekit API — reducing hallucinations and enabling faster, more accurate code generation.
>
> - **Claude Code**: `/plugin marketplace add scalekit-inc/claude-code-authstack` then `/plugin install <auth-type>@scalekit-auth-stack`
> - **GitHub Copilot CLI**: `copilot plugin marketplace add scalekit-inc/github-copilot-authstack` then `copilot plugin install <auth-type>@scalekit-auth-stack`
> - **Codex**: run the bash installer, restart, then open Plugin Directory and enable `<auth-type>`
> - **Skills CLI** (Windsurf, Cline, 40+ agents): `npx skills add scalekit-inc/skills --list` then `--skill <skill-name>`
>
> `<auth-type>` / `<skill-name>`: `agentkit`, `full-stack-auth`, `mcp-auth`, `modular-sso`, `modular-scim` — [Full setup guide](https://docs.scalekit.com/dev-kit/build-with-ai/)

---

# Salesforce connector

1. ### Install the SDK

   ```bash frame="terminal"
       npm install @scalekit-sdk/node
       ```
     ```bash frame="terminal"
       pip install scalekit
       ```
     Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/)

2. ### Set your credentials

   <AgentKitCredentials />

3. ### Set up the connector

   Register your Salesforce credentials with Scalekit so it handles the token lifecycle. You do this once per environment.

   <details>
   <summary>Dashboard setup steps</summary>

   <SetupSalesforceSection />

   </details>

4. ### Authorize and make your first call

   <QuickstartGenericOauthSection connector="salesforce" toolName="salesforce_limits_get" providerName="Salesforce" />

## What you can do

Connect this agent connector to let your agent:

- **Read CRM records** — retrieve accounts, contacts, leads, opportunities, and cases by ID or search query
- **Create and update records** — open leads, close opportunities, update deal stages, and edit contacts
- **Log activities** — create tasks and events linked to any CRM record
- **Run SOQL queries** — execute arbitrary Salesforce Object Query Language queries for custom data retrieval
- **Search across objects** — find records by name, email, phone, or any field value
- **Call the Metadata API** — use [SOAP proxy calls](#call-the-metadata-api-through-soap-proxy) to inspect and modify Salesforce org metadata

## Common workflows

<SectionAfterSetupSalesforceCommonWorkflows />

## Tool list

Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you're not sure which name to use, list the tools available for the current user first.

<ToolList tools={tools} />

## Call the Metadata API through SOAP proxy

<SectionAfterToolListSalesforceMetadataApiSoap />

---

## More Scalekit documentation

| Resource | What it contains | When to use it |
|----------|-----------------|----------------|
| [/llms.txt](/llms.txt) | Structured index with routing hints per product area | Start here — find which documentation set covers your topic before loading full content |
| [/llms-full.txt](/llms-full.txt) | Complete documentation for all Scalekit products in one file | Use when you need exhaustive context across multiple products or when the topic spans several areas |
| [sitemap-0.xml](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of every documentation page | Use to discover specific page URLs you can fetch for targeted, page-level answers |