Integrating with Salesforce
The Salesforce integration connects your org’s CRM data directly into the asset-building flow. The agent can run SOQL queries, traverse relationships (account to contacts to opportunities), search across object types, and read live record data so assets are grounded in your actual pipeline instead of generic copy.
Connecting to Salesforce
To get started, head to the integrations page in Mutiny.
On the Salesforce integration card, click Connect. This will launch the Salesforce OAuth flow, where you’ll sign in to your Salesforce org and authorize Mutiny. Once authorized, you’ll be returned to Mutiny with the integration active.
Using the Integration
Once connected, you can prompt the agent to find a specific account, deal or segment, for example:
“build a one-pager for our open Acme opportunity” or “create an ABM page for our top 5 enterprise deals in stage Negotiation.”
The agent will pull the relevant records (company firmographics, deal stage and amount, contact names and titles, recent activity, owner), then build the asset tailored to that real context
You can also ask exploratory questions - “What are my open opps over $100k?”
Tool permissions
Choose when the Mutiny agent is allowed to use each tool exposed by this server.
Read-only tools
- Run SOQL query
- Search Salesforce records
- List Salesforce objects
- Describe Salesforce object
- Get related Salesforce records
- Get Salesforce user identity
Write tools
- Create Salesforce record
- Update Salesforce record
- Delete Salesforce record
Disconnecting
To disconnect an integration, use the three-dot menu on the integration card and click Disconnect.