Example prompts
1 from the official listing
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Salesforce Find records, build account briefs, review pipeline, run SOQL, manage account plans, and update records only when requested
Mention Salesforce by name in your message, as the official examples do.
How to use Salesforce in ChatGPT
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Open Salesforce in ChatGPT’s plugin directory
Open Salesforce’s page on chatgpt.com. Sign in to ChatGPT if you are not already.
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Install it from that page
Choose Install plugin there. It adds the Agentforce Sales app and 6 skills to ChatGPT. Since it is listed with Read and Write access, it may ask you to connect the account it works with.
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Mention Salesforce in a chat
Start a new chat and name it in your request, for example: “Salesforce, find records, build account briefs, review pipeline, run SOQL, manage account plans, and…”
Availability can depend on your ChatGPT plan, your region and, on work accounts, your admin’s settings.
What Salesforce does
Reimagine your sales workflow with Salesforce and ChatGPT. Get CRM context on every deal directly in ChatGPT, so reps can research, plan, and close faster. Then, enrich Salesforce with the key insights so you and your team can make smarter decisions.
From pipeline updates to account research, it gives you the clarity, speed, and guidance you need to close more deals with confidence.
From the official listing, written by Salesforce.
6 skills included
Packaged instructions ChatGPT follows for a specific task when Salesforce is in use.
- salesforce
- Salesforce account brief
- Salesforce automation
- Salesforce pipeline review
- Salesforce querying
- Salesforce writeback
1 more app bundled
- Agentforce Sales
What Salesforce can access
- Shows its own interface
- Salesforce can draw views such as lists, cards, players or forms inside the chat, not only reply in text. Listed as Interactive.
- Reads your data
- Salesforce can look up information, for example from an account you connect, and bring it into the chat. Listed as Read.
- Makes changes for you
- Salesforce can create or change things outside the chat on your behalf, not only read them. Listed as Write.
Before you connect it
OpenAI’s plugin pages note that a connected plugin may receive relevant parts of your chats to answer a request, and that Salesforce’s own terms and privacy policy then cover that data. You can disconnect a plugin later in ChatGPT’s settings. Read the privacy policy (salesforce.com) and terms (salesforce.com).
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