Is the Salesforce AI integration with amber GDPR compliant?

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

Does amber respect permissions?

Yes. amber takes over the existing permissions from Salesforce. 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 in amber?

This article in our help center walks you through setting up Salesforce 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?

From sales: accounts, contacts, leads, opportunities and campaigns; from customer service: cases including their history. On top of that come emails, email templates, quick texts, Chatter posts and comments, files and attachments, and reports and dashboards. For example, you find every agreement and support case for a customer with a single question.

What does Salesforce add to the amber Data Layer?

In the Data Layer, your sales and service data sits alongside your other connected sources such as quotes, contracts, product manuals or wikis. amber combines customer data and case history 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

Salesforce is the CRM platform for sales, customer service and marketing. With amber, you search opportunities, cases and customer communication 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?”

Find similar cases

Find earlier cases about the same issue and reuse proven solutions directly.

“Which cases have we already had about error code E42?”

Review customer history

Read emails, cases and Chatter posts about a customer in one place.

“What did we last agree with Berger Logistik GmbH?”

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.”

Handle cases

Find a customer's open cases and adjust their status or priority directly.

“Set all open cases for Berger Logistik GmbH to high priority.”

Data source

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

Action

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

Connect Salesforce with AI in 3 steps

Sign up for free, 30 days, no credit card.
Connect Salesforce in amber.
Ask your first question.

AI in Salesforce

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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Your privacy, your choice

AI in Salesforce

Practical AI use cases

Track opportunities

Find similar cases

Review customer history

Create leads

Update opportunities

Handle cases

Data source

Action

Connect Salesforce with AI in 3 steps

Available actions via MCP

Read

Write

Frequently asked questions

Ready to work more efficiently?

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