Using Salesforce with SoterAI
Connect your Salesforce account to SoterAI and access your CRM data — accounts, contacts, opportunities, and cases — directly inside your chats and workflows.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Accounts and account details
- Contacts and contact information
- Opportunities and their stages
- Cases and support tickets
- Custom objects and fields your account has access to
- Reports (metadata and data)
- Notes and attachments linked to records
Read-only access: SoterAI can read and search your Salesforce data, but cannot create, edit, or delete any records.
What SoterAI cannot do
- Cannot create, edit, update, or delete any Salesforce records
- Cannot trigger workflows, automations, or approvals
- Cannot access Salesforce orgs or objects your user profile does not have permission to view
- Cannot manage Salesforce settings, profiles, or permissions
Before you start: ask your Salesforce admin to approve SoterAI (one time)
Salesforce requires an admin to install this app once for your organisation before anyone can connect. This takes about a minute and only needs to be done once. After that, every user connects with their own Salesforce login.
- 1Log in to Salesforce with an admin account.
- 2Open this link, replacing <your-domain> with the part of your Salesforce address that comes before “.my.salesforce.com”:https://<your-domain>.my.salesforce.com/identity/app/AppInstallApprovalPage.apexp?app_id=0Ciak0000000hY1&app_org_id=00Dak00000422pp
- 3Click Install.
Not sure what your domain is? Look at your Salesforce address bar. If it shows mycompany.lightning.force.com or mycompany.my.salesforce.com, your domain is ‘mycompany’. Your admin can also find it under Setup → My Domain.
Alternatively, your admin can approve the app from Setup → Connected Apps OAuth Usage → find Composio → click Install.
If you are a Salesforce admin yourself, complete this step first, then continue with the connection steps below.
Connect Salesforce in SoterAI
Using the Connectors icon (recommended)
- 1In a chat, click the puzzle piece (Connectors) icon in the chat input bar.
- 2Find Salesforce and click Connect.
- 3Log in to Salesforce.
- 4On the “Allow Access?” screen, you will see “Composio”. This is expected because Composio is SoterAI's integration provider. Click Allow.
- 5You will see “Successfully connected”. Salesforce is now ready to use in your chats.
Using the chat
Ask SoterAI in General Chat:
SoterAI replies with a connection link. The flow is the same from step 3 above.
Your connection is persistent — you won't need to reconnect each session. If your connection expires, SoterAI will prompt you to reconnect.
What you can ask SoterAI
Once connected, just ask naturally in any chat or workflow:
Finding records
- “Find the account record for [company name] in Salesforce”
- “Show me any open cases related to safety compliance in Salesforce”
- “What opportunities are linked to the [client name] account?”
Reading and summarizing
- “Summarize the recent case history for [company name] in Salesforce”
- “What notes are on the [client name] account in Salesforce?”
- “What is the current status of the [opportunity name] deal?”
Using in workflows
- “Pull the account details from Salesforce and use them to prepare a safety briefing for the site visit”
- “Read the open support cases in Salesforce and identify any safety-related issues that need escalation”
Use cases
Client safety briefing preparation
Before a client site visit or audit, ask SoterAI to pull the client's account details and case history from Salesforce and use them to prepare a tailored safety briefing — without switching between platforms.
Account-based safety reporting
For insurers and safety consultancies managing multiple client accounts, ask SoterAI to retrieve account data from Salesforce and use it to generate portfolio-level safety summaries.
Support case triage
Ask SoterAI to retrieve open Salesforce cases, identify safety-related issues, and help prioritize them for follow-up — giving your support team a structured view of outstanding safety concerns.
Troubleshooting
An error mentioning “invalid_client_id”, “client identifier invalid”, or a message saying the app isn't approved/installed
Your Salesforce admin hasn't approved the app for your organisation yet. Ask them to complete the one-time step in “Before you start”, then try connecting again.
The “Allow Access?” screen shows “Composio” instead of SoterAI
This is expected. Composio is SoterAI's integration provider. Click Allow to continue.
I don't know my Salesforce domain for the admin link
Use the part of your Salesforce address before “.my.salesforce.com” or “.lightning.force.com”, or check Setup → My Domain.
My Salesforce connection expired
Ask SoterAI “Reconnect to Salesforce” and follow the authorisation link it provides.
SoterAI can't find a record I know exists in Salesforce
Confirm your Salesforce user profile has access to that object type and the specific record. Try specifying the record type and name: “Find the [Account/Contact/Case] called [name] in Salesforce”.
SoterAI can access Salesforce but returns no results for a search
Salesforce field-level security may restrict what your profile can read. If a field appears blank, it may be hidden from your profile. Contact your Salesforce administrator to check field-level permissions.