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This guide shows you how to configure the Salesforce connector for WRITER Agent. After setting up this connector, WRITER Agent can query and manage CRM records, run reports and dashboards, execute SOQL/SOSL searches, trigger workflows and approvals, invoke actions, perform bulk data operations, and interact with Chatter—automating CRM workflows and generating insights directly from your Salesforce environment.

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Install the Writer app from Salesforce AgentExchange

Before configuring the connector in AI Studio, install the Writer Salesforce Connector package in your Salesforce org from AgentExchange. A Salesforce admin must complete this step.
  1. Go to the Writer for Sales Personalization listing on Salesforce AgentExchange
  2. Select Get It Now
  3. Select the Salesforce account to install the package into, then select Install in Production
  4. Review the installation details, select the checkbox to agree to the terms and conditions, then select Confirm and Install
  5. Log in to Salesforce when prompted to continue the installation
  6. Select Install for All Users, then select Install
  7. Wait for the installation to complete, then select Done
  8. In Salesforce, go to Setup > Installed Packages and confirm that Writer Salesforce Connector appears in the list with a status of Active

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Set up the Salesforce connector

Configure the Salesforce connector in AI Studio under Connectors & Tools. The Salesforce connector uses WRITER-managed OAuth authentication—no OAuth app creation required.
The Salesforce connector uses WRITER-managed OAuth. Users authorize access to their Salesforce account when they first use the connector. No additional setup is required beyond the steps below.

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Configure Salesforce

Before connecting, verify the following in your Salesforce environment:
  1. Confirm that the Salesforce user account has API access enabled
  2. Verify the user has appropriate permissions for the objects and operations you plan to use
  3. Ensure any required Salesforce features (reports, Chatter, Bulk API) are enabled for your org

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Configure the connector in AI Studio

  1. Navigate to Connectors & Tools in AI Studio
  2. Select the Salesforce connector
  3. Select who has access by default (all users or specific teams)
  4. Select the connection level: User level (each user authenticates their own account) or org level (shared connection to a single account)
  5. Select which tools to enable for your agents
  6. Complete the OAuth authorization flow

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Next steps