CRM & Sales

    Connect Cole to Salesforce

    Cole can use your Salesforce through the app connection, for example to look up an account or an opportunity. Each action runs on your own Salesforce account. Not every Salesforce action has been tested with Cole, so check the first result in Salesforce.

    Try it: "Look up the Acme opportunity in Salesforce and tell me its stage."

    Try Cole FreeSee All Integrations
    150 free creditsNo card requiredReview account permissions

    How Cole works with Salesforce

    Check available actions

    Ask which Salesforce actions are available for your connected account. A catalog listing alone does not establish support for every feature.

    Try a small task

    Start with a permitted read-only task in Salesforce. Confirm the account and record before requesting a change.

    Verify the result

    Check the resulting record in Salesforce. If an action is unavailable, use the provider directly or contact support.

    Connect, check and recover

    1. Salesforce is not on the Integrations page yet. Ask Cole in chat to connect your Salesforce account, and Cole sends you a sign-in link. Open Integrations.
    2. Confirm the account name and read the requested permissions. Connect only an account you are authorized to use.
    3. Try a small read-only request, inspect its source, then review any proposed change and its destination.

    Read the guide to accounts, approvals, costs and completion.

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    FAQ

    Salesforce is not on the Integrations page yet. Ask Cole in chat to connect your Salesforce account, and Cole sends you a sign-in link. Confirm the account identity and requested permissions.

    Cole can use your Salesforce through the app connection, for example to look up an account or an opportunity. Each action runs on your own Salesforce account. Not every Salesforce action has been tested with Cole, so check the first result in Salesforce.

    Review the provider's consent screen or API credential scopes. Access depends on the connected account and the requested action. See /security and /privacy for processing and access information.

    Check the account shown in Integrations. Connecting one account does not authorize another. If multiple-account selection is unavailable for this connector, contact support before continuing.

    Confirm the account, permissions and connection status. If a write request times out, inspect the destination before retrying: a timeout does not prove the action failed.

    Cole includes 150 one-time credits to try the product. Tasks consume credits; ongoing use and features depend on your plan. Your Salesforce subscription or provider charges may be separate. See /pricing and your Billing page for current details.

    Ready to connect Salesforce?

    150 free credits to start (one-time). No card required. Check the available connection for your account.

    Try Cole FreeSee All Integrations

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