SoterHelp Centre

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

How to connect Salesforce

  1. In the SoterAI chat bar, click the puzzle piece icon
  2. In the Connectors panel, find Salesforce and click Connect
  3. An authorisation link will appear — click it
  4. Sign in to your Salesforce account in the browser window that opens
  5. Grant SoterAI read access when prompted
  6. Return to SoterAI — Salesforce now shows as Connected

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 summarising

  • “Summarise 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 prioritise them for follow-up — giving your support team a structured view of outstanding safety concerns.

Troubleshooting

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.