Salesforce Service Cloud integration for Claude and Codex

Create a Salesforce Service Cloud connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

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CategorySales & CRM

Use Salesforce Service Cloud from Claude

Add the Salesforce Service Cloud connection to a Space that runs Claude, then use it from every channel in that Space.

Use Salesforce Service Cloud from Codex

Add the Salesforce Service Cloud connection to a Space that runs Codex, then use it from every channel in that Space.

Use Salesforce Service Cloud from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Sales & CRM

What the Salesforce Service Cloud connector can do

Salesforce Service Cloud centralizes cases, knowledge articles, and omnichannel chat so a support org works from one record per customer. With Service Cloud connected to a type.com Space, the agent can bundle several API calls into one composite request, build a case and its related records in one tree, or flag sensitive data in a live chat, keeping support operations in the thread.

One connection, many Spaces

Connect Salesforce Service Cloud once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with Salesforce Service Cloud in type.com

Bundle related API calls

Combine several dependent Salesforce operations into a single composite request instead of running them one by one.

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Use a Salesforce composite request to create a case and attach a related contact in one call.

Build nested records at once

Create a case and its child records together in one tree instead of multiple separate inserts.

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Use composite SObject tree to create a case with two attached tasks for Acme Corp.

Flag sensitive data during live chat

Trigger masking when an agent's chat message contains sensitive data like a card number.

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Flag this Salesforce Live Agent message, it looks like it contains a customer's SSN.

Representative actions

Agent Sensitive Data Rule Triggered
Notifies Salesforce that a live chat message matched a sensitive-data rule, so masking can apply.
Chasitor Sneak Peek
Sends a real-time typing preview to a Live Agent session before the visitor's message sends.
Composite Batch
Runs up to 25 independent Salesforce REST subrequests in a single call.
Composite Request
Runs up to 25 dependent Salesforce subrequests in one call, where later steps can use earlier results.
Composite SObject Tree
Creates nested parent-child records, like a case with related tasks, in one call.

Connection

API and auth details

Salesforce Service Cloud integrations use Salesforce platform APIs to manage service records. Integrations can work with cases, contacts, accounts, knowledge, entitlements, queues, Omni-Channel data, tasks, comments, attachments, and custom service objects through OAuth-authorized Salesforce REST/SOAP APIs.

Source: type.com catalog metadata
Auth schemes: OAuth
API docs: https://developer.salesforce.com/docs
API reference: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/
Auth docs: https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_flows.htm&type=5
Official site: https://www.salesforce.com/service/

Source links

FAQ

Questions people ask before connecting Salesforce Service Cloud

Can Claude work with Salesforce Service Cloud cases?

Yes. With a Service Cloud connection shared to a type.com Space, the agent can batch requests, build related records, or flag sensitive chat data from a thread.

How does Salesforce Service Cloud authenticate in type.com?

Service Cloud uses OAuth. You sign in once when the connection is created, and an admin chooses which Spaces can use it.

Can case reviews run on a schedule?

Yes. A recurring case or queue review can become a type.com automation that posts a summary to a support channel.

Is this the same as a Salesforce Service Cloud MCP server?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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