Salesforce Enterprise CRM

Connect Salesforce Enterprise CRM to DOSClaw AI agents. Empower sales, service, and operations teams with automated Lead ingestion, Account and Contact lookups, Opportunity tracking, and Service Cloud case creation.

Capabilities & MCP Tools

MCP Tool	Operation	Description
search_leads	Read	Search Salesforce Leads by email, company name, status, or lead source.
get_account_detail	Read	Retrieve complete Salesforce Account records, billing addresses, and parent accounts.
search_opportunities	Read	Query active Opportunities, stage names, probability percentages, and close dates.
get_case_status	Read	Look up customer support cases in Service Cloud by Case Number or subject.
create_case	Write	Open a new support ticket in Service Cloud when an issue requires escalation.

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Prerequisites

1. A Salesforce Enterprise, Unlimited, or Developer Edition org.

2. An administrative account with permissions to install Connected Apps (Manage Connected Apps).

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Setup Guide

Step 1: Authorize via Salesforce OAuth

1. In the DOS.AI Dashboard, open Integrations $\rightarrow$ Salesforce Enterprise CRM.

2. Click Connect Salesforce.

3. Choose your instance type:

   • Production / Developer Edition: login.salesforce.com

   • Sandbox / Test Environment: test.salesforce.com

4. Log in with your Salesforce credentials and click Allow to grant access scopes:

   • api (Access and manage your data)

   • refresh_token, offline_access (Perform requests at any time)

5. Upon callback, DOS-Me securely stores your org URL and vaulted OAuth refresh credentials.

Step 2: Bind to Agent & Select Governance

1. In Agent Settings $\rightarrow$ Integrations, toggle Salesforce.

2. Set the governance mode:

   • read_only: Agent can search records and cases but cannot create or modify data.

   • approval_required: Creating cases or updating lead statuses requires human staff approval.

   • autonomous: Agent creates triage cases directly in Service Cloud.

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Example Enterprise Scenario

VIP Support Escalation

Customer: "Our production server is throwing timeout errors on our API integration. Case #002910." AI Agent: Calls get_case_status({ "case_number": "002910" }) Reply: "I've pulled up Case #002910 (Priority: High). Technical Account Manager David Chen is currently assigned. I have escalated this directly to the Tier 3 on-call queue and attached your latest error logs."

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Troubleshooting

Issue	Cause	Solution
"OAUTH_APPROVAL_ERROR_GENERIC"	Connected app blocked in Salesforce Org	In Salesforce Setup $\rightarrow$ Connected Apps OAuth Usage, ensure DOSClaw app is set to Admin approved users are pre-authorized or unblocked.
Sandbox vs Production domain mismatch	Selected wrong login endpoint	Re-connect and choose Sandbox if testing on a .sandbox.my.salesforce.com domain.
API Limit Exceeded	Daily Salesforce REST API calls exhausted	DOSClaw implements smart caching; review API allocations in Salesforce System Overview.