Triagic + Salesforce: ticket investigations over your business systems, read-only

• Pull the Salesforce record for this customer and summarise the last three interactions
• In Salesforce, has anyone else reported this since Monday?
• Which Salesforce tickets from this account are still open, and who owns them?
• Does Salesforce show a refund or a failed payment for order 8812?
• What did the customer say in the Salesforce thread before this ticket was filed?

These are the 5 tools Triagic exposes from the Salesforce MCP server. Anything else the server lists is dropped at connect time.

• salesforce_search_objects
• salesforce_describe_object
• salesforce_query_records
• salesforce_aggregate_query
• salesforce_search_all

1. 1

   Mint a read-only credential in Salesforce

   Create a dedicated user or token that can only read. An allowlist of SOQL query, SOSL search and describe tools, none of which can write, and the run-as user's profile bounds which records they see.

2. 2

   Add it in the Triagic portal

   Integrations, then Add shared data source, then Salesforce.

   • Instance URL: The org's My Domain URL, from Setup → My Domain. Client credentials only works against this URL, not login.salesforce.com.
   • Consumer key: From an External Client App (or Connected App) with OAuth on and the Client Credentials Flow enabled. Setup → External Client App Manager → your app → Settings → OAuth Settings → Consumer Key and Secret.
   • Consumer secret: From the same place. The token acts as the app's “Run As” user, so give that user a read-only profile or permission set with API Enabled.
   • Username: An integration user with API Enabled and read access to the objects you need. Don't use an admin's login.
   • Password
3. 3

   Let a desktop pick it up

   Saving validates the shape of what you typed. The first desktop app to sync starts Salesforce locally and reports running or degraded with the error text.

Field-by-field setup, TLS options and the error table: Salesforce in the docs.

An allowlist of SOQL query, SOSL search and describe tools, none of which can write, and the run-as user's profile bounds which records they see.

Can Triagic change anything in Salesforce?

No. An allowlist of SOQL query, SOSL search and describe tools, none of which can write, and the run-as user's profile bounds which records they see. Give it a read-only credential as well, so the guarantee does not rest on one layer.

What do I need to connect Salesforce?

Instance URL, Consumer key, Consumer secret, Username, Password. The desktop app on a member's machine starts the connection; the portal never holds a live process.

Does Salesforce cost extra?

No. Every connector is included in the seat price. Start a 14-day trial without a card.

• AtlassianConfluence pages and Jira issues, read-only. Fill in at least one product.
• StripeLook up customers, invoices, subscriptions, and disputes, read-only.
• SlackSearch channels and threads for context on an incident. Posting is off unless you turn it on.
• NotionSearch the workspace and read runbook and wiki pages behind an alert.