Is the Salesforce CRM AI integration with amber GDPR compliant?

Yes. amber is operated in Europe, ISO 27001 certified and GDPR compliant. Your data from Salesforce CRM is not used to train AI models.

Does amber respect permissions?

Yes. amber takes over the existing permissions from Salesforce CRM. Employees only see content they can access there themselves, and actions run on behalf of the signed-in person.

How do I set up Salesforce CRM in amber?

This article in our help center walks you through setting up Salesforce CRM in amber.

How is Salesforce connected to amber?

The connection uses Salesforce's Hosted MCP Servers and requires Enterprise Edition or above. An admin enables Hosted MCP Servers once in Salesforce Setup, creates an External Client App with OAuth and enters its consumer key in amber. Each person then connects their own Salesforce account via OAuth.

What can amber agents do in Salesforce?

Agents search and filter records, create leads, contacts or opportunities, update fields and can also delete records. If you only want read access, you can use Salesforce's read-only server instead. For each action, admins decide whether it is allowed, requires confirmation first or is blocked.

Which permissions does amber use in Salesforce?

Every action runs with the signed-in person's existing Salesforce permissions. In search, too, amber carries Salesforce's permissions over into the search index: employees only find what they are allowed to see in Salesforce.

Which Salesforce content can I search with amber?

Accounts, contacts, leads, opportunities, cases and campaigns, as well as emails, email templates, quick texts, Chatter posts and comments, files and attachments, and reports and dashboards. For example, you find every agreement about a deal with a single question.

What does Salesforce add to the amber Data Layer?

In the Data Layer, your CRM data sits alongside your other connected sources such as quotes, contracts or project documents. amber combines customer data from Salesforce with the rest of your company knowledge in a single answer.

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All AI integrations

AI integration

AI in Salesforce CRM

Salesforce CRM is Salesforce's platform for sales, service and marketing. With amber, you search accounts, opportunities and cases using AI and let agents query, create, update and delete records, also within your automations.

Practical AI use cases

Track opportunities

Check the status of open opportunities and recent activity on an account.

“What is the status of the Hansen Maschinenbau AG opportunity?”

Review communication

Read emails and Chatter posts about an account all in one place.

“What did we last agree with Kraft GmbH by email?”

Find templates

Find suitable email templates and quick texts for your next customer reply.

“Which email template do we use for post-trade-fair offers?”

Create leads

Create new leads or contacts in Salesforce right from the chat.

“Check if Lisa Kern exists, otherwise create her as a lead.”

Update opportunities

Change an opportunity's stage, amount or close date simply via chat.

“Move the Hansen AG opportunity to negotiation, amount 48,000 euros.”

Analyze pipeline

Filter open opportunities by stage, amount or period and summarize them.

“Which opportunities over 20,000 euros close this month?”

Data source

A native connector links Salesforce CRM to the amber Data Layer and current AI models.

Action

Through an MCP Server operated in Europe, you can work in Salesforce CRM directly with amber.

Connect Salesforce CRM with AI in 3 steps

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Connect Salesforce CRM in amber.
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AI in Salesforce CRM

Available actions via MCP

Read

Get related recordsgetRelatedRecords: Shows records that belong to another record, e.g. all contacts of an account.
List recent recordslistRecentSobjectRecords: Lists records you recently viewed or edited.
Query recordssoqlQuery: Filters records by precise criteria, e.g. all opportunities in a given stage.
Search recordsfind: Searches several objects such as accounts, contacts and leads by keyword at once.
Get user infogetUserInfo: Shows your Salesforce profile with role, time zone and preferences.

Write

Create recordcreateSobjectRecord: Creates a new record, such as a lead, contact or opportunity.
Update recordupdateSobjectRecord: Updates fields of an existing record.
Update related recordupdateRelatedRecord: Updates a record that belongs to another record, e.g. a contact of an account.
Delete recorddeleteSobjectRecord: Deletes a record; it can be restored from the Recycle Bin for 15 days.
Delete related recorddeleteRelatedRecord: Deletes a record that belongs to another record, e.g. a task of a contact.

FAQ

Frequently asked questions

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AI in Salesforce CRM

Practical AI use cases

Track opportunities

Review communication

Find templates

Create leads

Update opportunities

Analyze pipeline

Data source

Action

Connect Salesforce CRM with AI in 3 steps

Available actions via MCP

Read

Write

Frequently asked questions

Ready to work more efficiently?

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