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The Salesforce integration gives your agents read-only access to data in your Salesforce org. Once connected, an agent can:
  • Query records across standard and custom objects.
  • Navigate your Salesforce data schema, including relationships and custom fields.
  • Pull live context from Salesforce into any thread or scheduled run.
Connecting Salesforce is a one-time setup per Salesforce org. A Salesforce System Administrator (or a user with the Approve Uninstalled Connected Apps permission) must install the connector before other users can authenticate.

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Prerequisites

  • A LangSmith workspace with access to Fleet.
  • A Salesforce org and user account.
  • A Salesforce System Administrator to complete the install (or the Approve Uninstalled Connected Apps permission on your own user).

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Register the connector

The first connection attempt registers the LangChain Fleet Connector in your Salesforce org so that an administrator can install it. This initial attempt is expected to fail with an authentication error.
1

Open the Integrations page

In the LangSmith UI, navigate to the Fleet > Integrations tab.
2

Start the Salesforce connection

Find the Salesforce tool and click Connect.
3

Sign in to Salesforce

Sign in with your Salesforce credentials. If your org requires a custom domain or SSO, click Use Custom Domain and enter your org’s My Domain before signing in. Then click Allow to authorize the connection.
The first attempt fails by design. The failed request registers the LangChain Fleet Connector in your Salesforce org so an administrator can install it in the next step.
If you are not a Salesforce administrator, stop here and send your admin the link to this page. They need to follow the Install the connector and Grant user access steps below before you can complete the connection.

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Install the connector

This step must be completed by a Salesforce System Administrator.
1

Open Salesforce Setup

In Salesforce, click the gear icon and select Setup.
2

Open Connected Apps OAuth Usage

In the Quick Find box, type Connected Apps OAuth Usage and open the page.
3

Install the connector

  1. Find LangChain Fleet Connector in the list.
  2. Click Install.
  3. Confirm the installation on the next page.

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Grant user access

Granting access through a permission set is the recommended way to control which users can authenticate with Fleet.
This step must be completed by a Salesforce System Administrator.
1

Open the app policies

From Connected Apps OAuth Usage, click Manage App Policies next to LangChain Fleet Connector.
2

Pre-authorize admin-approved users

Under OAuth Policies > Permitted Users, select Admin approved users are pre-authorized, then click Save.
3

Assign a permission set

Use Manage Permission Sets to grant access to the users who need to connect the Salesforce tool in Fleet.

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Connect from Fleet

Once your administrator has installed the connector and granted access, return to Fleet to complete the connection.
  1. In the LangSmith UI, navigate to the Fleet > Integrations tab.
  2. Find the Salesforce tool and click Connect.
  3. Sign in with your Salesforce credentials and click Allow.
The connection now succeeds and Salesforce tools become available to agents in your workspace.

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Use Salesforce with an agent

After connecting, add Salesforce tools to a specific agent:
  1. Open your agent in Fleet and click the Edit Agent icon.
  2. In the Toolbox section, click + Add.
  3. Search for Salesforce Query and add it to the agent.
  4. Click Save changes.

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Troubleshooting

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Connection fails with an authentication error

The first connection attempt is expected to fail. It registers the LangChain Fleet Connector in your Salesforce org so an administrator can install it. If the connection still fails after the connector is installed, confirm that:
  • The administrator completed both Install the connector and Grant user access.
  • Your Salesforce user is assigned to a permission set that grants access to the connector.
  • You signed in through Use Custom Domain with the correct Salesforce domain.

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Agent cannot see an object or field

Salesforce tools run with the permissions of the connected user. If an agent cannot read an object or custom field, verify that the user’s Salesforce profile and permission sets grant read access to that object.

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Next steps

Add more tools

Connect additional services to your agent

Agent identity

Choose whether the agent uses shared or per-user credentials

Human-in-the-loop

Require approval before the agent takes sensitive actions
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