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Salesforce

The Salesforce tool for Superface allows you to quickly add the following capabilities:

  • List all the opportunities.
  • List all opportunities owned by you.
  • Retrieve opportunity detail
  • List all leads
  • List accounts

Requirements​

You will need a Salesforce account to authenticate with Superface.

Authentication​

You must provide the domain name for your Salesforce instance as well as connecting your personal Salesforce account.

The Salesforce authentication in Superface

Identifying your domain​

When logged into Salesforce, take a look at the address bar of your browser. The URL should look something like https://superface-dev-ed.develop.lightning.force.com. The domain you need for Superface is everything that comes after https:// and before .lightning.force.com.

In the example above, the domain would be superface-dev-ed.develop.

Salesforce authentication​

Next, you need to connect your Salesforce account by clicking Sign in with Salesforce. If you are already signed in you will be redirected to the authentication flow below. If not, you may be asked to log in first.

The Salesforce authentication flow

Check that you are happy with the level of permissions and click on Allow.

If the connection is successful you will be redirected back to the Superface tool hub.

Import your schema

Remember to re-import the schema in your GPT to update it with the new capabilities added by this tool.

Example prompts​

To test that everything is working as it should be, from your GPT or the Superface Agent you can try asking:

  • List all the open opportunities
  • Get more details about the <company name> opportunity
  • Show me my leads