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Salesforce
Salesforce is the world's leading CRM platform that helps companies manage sales, service, marketing, and more.
How to connect it
- In SLX, open your connections and choose Salesforce.
- A Salesforce consent window opens, listing the access below. Review it and approve.
- Salesforce returns you to SLX and the connection is stored against your workspace.
- Ask for something in chat. SLX resolves it to a Salesforce call and runs it. If a token expires or access is revoked, it will ask you to reconnect.
Access it asks for
The exact scopes requested when you connect Salesforce, shown verbatim so you can check them against the consent screen before approving.
| Scope | What it grants |
|---|---|
| api | Read and write your data through the Salesforce API |
| refresh_token | Stay connected without signing in again |
| offline_access | Stay connected while you are away (refresh token) |
Once it’s connected, here’s how it works
Where you’ll spend your time in SLX — asking for what you want, and checking what ran.
Dobot
Ask in plain English
Chat is the whole interface. Say what you want and Dobot works out which connected app to use and which call to make — no commands to memorise, no forms to fill.