Business tools

Salesforce
integration

Query Salesforce with SOQL and manage CRM records from a ToolJet app.

Start building Read the setup guide

Configure your connection, create queries, and build the interface your team needs. Try a sample prompt

Connector capabilities

What can ToolJet do with Salesforce?

Create queries for the operations your app needs, then connect their inputs and results to the interface.

Run SOQL queries
Create records
Retrieve records
Update and delete records

Operations and configuration can vary by connector version. Check the full Salesforce guide.

An app you could build

Pipeline review console

Filter opportunities for review, show their details, and let authorized sales operations staff submit record updates.

Try this prompt

I have opportunities and accounts in Salesforce. Build a pipeline review console with owner and stage filters using SOQL queries. Show a selected opportunity's details and let an authorized operator submit record updates.

Start with this prompt in ToolJet. Sign in or create an account, then connect your data source and replace the example names and fields with yours.

Review the generated app, configure permissions, and test its queries before sharing it with your team.

Explore app templates

Connect Salesforce

Start with the connection.

Before you begin

Salesforce connected-app credentials and its OAuth callback configuration. Authorize the connection with the required account access.

Add the data source
Open Data Sources in your ToolJet workspace. Follow the guide to install the Salesforce marketplace plugin, then add its connection.
Configure and test a query
Choose an operation and supply its inputs. Start with a read operation where available; test writes with non-production data.
Build the interface
Bind query results to components and connect actions to app events. Verify permissions and error handling before rollout.

Salesforce setup guide

Before production

Salesforce permissions and API limits still apply. Decide whether users must authenticate individually before exposing CRM actions.

Review plans and deployment options

Questions, answered

Salesforce and ToolJet FAQ

What can I do with the Salesforce integration?

Query Salesforce with SOQL and manage CRM records from a ToolJet app. Supported capabilities: Run SOQL queries; Create records; Retrieve records; Update and delete records.

What do I need to connect Salesforce to ToolJet?

Salesforce connected-app credentials and its OAuth callback configuration. Authorize the connection with the required account access.

What should I check before using Salesforce in production?

Salesforce permissions and API limits still apply. Decide whether users must authenticate individually before exposing CRM actions.

Can I automate tasks with Salesforce?

Connect Salesforce queries to app events such as button clicks and form submissions. ToolJet Workflows and Agent Builder can orchestrate supported connectors on Self-hosted deployments; those products are not available on ToolJet Cloud. Check the connector and deployment requirements for your use case.

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in your next internal app.

Connect your data, build an interface, and give your team a focused workspace.

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Connector information reviewed 2026-09-25. Source: ToolJet documentation.