Salesforce

Connect to Salesforce to create custom internal tools and automation workflows using your CRM data. Query, modify, and visualize Salesforce records with a direct integration that maintains your security settings and permissions. Perfect for teams that need to build custom interfaces or automate processes around their Salesforce instance.

Get Started with Salesforce Docs

FAQ

Get answers to some common Salesforce questions

Yes. Retool supports creating and updating Salesforce records, enabling CRM write-back and automation workflows.

Yes. Retool lets admins expose only specific Salesforce fields and actions through controlled Retool apps, ensuring users only access what they are authorized to modify.

Yes. Retool allows admins to expose only specific Salesforce objects, fields, and actions within Retool apps.

Retool connects to Salesforce using secure OAuth credentials stored as encrypted Retool resources. Access tokens are never exposed to end users.

Yes. Retool supports separate integrations per environment, allowing safe testing before production rollout.

More integrations

Explore more CRM integrations

BigID

Build data privacy and security tools with BigID

Build sales management tools with Close CRM

Front

Build AI-powered customer service tools with Front integration

HubSpot

Build powerful CRM tools and automation workflows

Zendesk

Build customer support tools and manage tickets

Integrations