Connect your Salesforce account to Goodweek to manage CRM records, leads, opportunities, accounts, and contacts directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within Salesforce, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the Salesforce integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The Salesforce integration uses OAuth 2.0. The user connecting must have the appropriate Salesforce profile permissions to authorize third-party apps.
⚠️ Salesforce org-level OAuth app policies
Salesforce organizations can restrict which users and apps are allowed to use OAuth. A Salesforce System Administrator may need to authorize the Composio Connected App in Salesforce:
In Salesforce, go to Setup → Apps → Connected Apps → Manage Connected Apps.
Find the Composio app and verify that access is set to All users may self-authorize, or assign the app to the relevant profiles or permission sets.
If your Salesforce org restricts "Connected App Policies", users attempting to connect from Goodweek may receive an error=access_denied message until a Salesforce admin grants access.
User Connection
In Goodweek, go to Integrations.
Find Salesforce and click Connect.
You will be redirected to Salesforce, where you will be asked to sign in and authorize access.
Click Allow to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
Goodweek can only access the Salesforce records and objects that your individual user account has permission to see. Object and field-level security settings in Salesforce apply.
If your Salesforce org uses Named Credentials or enforces IP allowlisting, additional configuration by a Salesforce admin may be required.
You can revoke Goodweek's access at any time from Salesforce → Setup → My Personal Information → OAuth Connected Apps → Composio → Revoke.
Available Tools
Tool | Description | Type |
Get Account | Retrieves a specific Salesforce Account record by its ID. | Read |
Get All Objects | Retrieves a list of all standard and custom Salesforce object types available in the org. | Read |
Get All Fields for an Object | Retrieves all field definitions for a specified Salesforce object type. | Read |
Execute SOSL Search | Executes a Salesforce Object Search Language (SOSL) query to search across multiple object types. | Read |
Execute SOQL Query | Executes a SOQL query to retrieve records from Salesforce based on structured query conditions. | Read |
Get Record | Retrieves a specific Salesforce record by object type and ID. | Read |
Get Batch of UI API Records | Retrieves multiple Salesforce records of different object types in a single batch request. | Read |
Create Account | Creates a new Salesforce Account record. | Write |
Create Contact | Creates a new Salesforce Contact record. | Write |
Create Lead | Creates a new Salesforce Lead record. | Write |
Create Opportunity | Creates a new Salesforce Opportunity record. | Write |
Create Campaign | Creates a new Salesforce Campaign record. | Write |
Create Note | Creates a new Note record and associates it with a Salesforce object. | Write |
Create a Record | Creates a new record for any specified Salesforce object type. | Write |
Create SObject Record | Creates a new record for a standard or custom Salesforce object. | Write |
Update a Record | Updates fields on an existing Salesforce record by object type and ID. | Write |
Associate Contact to Account | Associates an existing Salesforce Contact to a specific Account. | Read |
Add Contact to Campaign | Adds an existing Contact as a campaign member for a Salesforce Campaign. | Write |
Add Lead to Campaign | Adds an existing Lead as a campaign member for a Salesforce Campaign. | Write |
Add Product to Opportunity | Adds a product (OpportunityLineItem) to an existing Salesforce Opportunity. | Write |
Apply Lead Assignment Rules | Applies Salesforce lead assignment rules to one or more Lead records. | Read |
Clone Record | Clones an existing Salesforce record, creating a new copy with the same field values. | Read |
Clone Opportunity with Products | Clones a Salesforce Opportunity record along with its associated products. | Read |
Complete Task | Marks an existing Salesforce Task record as completed. | Read |
Delete Account | Permanently deletes a Salesforce Account record by its ID. | ⚠️ Destructive |
Delete Contact | Permanently deletes a Salesforce Contact record by its ID. | ⚠️ Destructive |
Delete Lead | Permanently deletes a Salesforce Lead record by its ID. | ⚠️ Destructive |
Delete Opportunity | Permanently deletes a Salesforce Opportunity record by its ID. | ⚠️ Destructive |
Delete Note | Permanently deletes a Salesforce Note record by its ID. | ⚠️ Destructive |
Delete sObject Record | Permanently deletes a record of any specified Salesforce object type. | ⚠️ Destructive |
Delete Multiple Records (SObject Collections) | Permanently deletes multiple Salesforce records of one or more object types in a single request. | ⚠️ Destructive |
Use Cases
Create and update CRM records from conversations. Add new Salesforce Accounts, Contacts, Leads, or Opportunities directly from a Goodweek conversation without navigating the Salesforce UI.
Search and retrieve CRM data on demand. Execute SOQL or SOSL queries from within Goodweek to surface specific Salesforce records for review, qualification, or follow-up.
Log notes and associate records. Create notes attached to existing Accounts, Contacts, or Opportunities from Goodweek to keep CRM records current after calls or meetings.
Manage campaigns and pipeline. Add leads or contacts to campaigns, associate products with opportunities, and update deal stage directly from Goodweek to maintain accurate pipeline data.
Troubleshooting
"error=access_denied" when connecting
Your Salesforce org's Connected App policy restricts who can authorize third-party apps. A Salesforce System Administrator must review the Composio Connected App settings in Setup → Apps → Connected Apps → Manage Connected Apps and grant access to the relevant profiles or permission sets.
Some objects or fields are not accessible after connecting
Goodweek respects Salesforce object-level and field-level security. If a specific object or field is not accessible, your Salesforce admin may need to update your profile or permission set.
Integration not visible in Goodweek
Make sure your organization admin has enabled the Salesforce integration from the Goodweek Admin Panel under the Integrations tab.