# Source: https://dev.writer.com/connectors/salesforce-data-cloud.md

> ## Documentation Index
> Fetch the complete documentation index at: https://dev.writer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Data Cloud connector

> Connect WRITER Agent to Salesforce Data Cloud to query and access unified customer data

This guide shows you how to configure the [Salesforce Data Cloud](https://www.salesforce.com/data/) connector for WRITER Agent. After setting up this connector, WRITER Agent can perform operations like executing SQL queries against Data Cloud and retrieving metadata about available entities.

<Warning>
  Writer restricts access to the Salesforce Data Cloud connector. Contact your assigned Writer Customer Success Manager (CSM) to request access.
</Warning>

<Warning>
  Salesforce MCP connectors are only available for Salesforce Sandbox or Developer Edition accounts.
</Warning>

## Set up the Salesforce Data Cloud connector

Configure the Salesforce Data Cloud connector in [AI Studio](https://app.writer.com/aistudio) under **Connectors & Tools**. The Salesforce Data Cloud connector requires organization-managed OAuth authentication.

<Note>
  The Salesforce Data Cloud connector only supports organization-managed OAuth. You must create your own Salesforce External Client App. WRITER-managed OAuth is not available for Salesforce.
</Note>

### Create a Salesforce OAuth external client app

Create an OAuth 2.0 application in Salesforce:

1. From **Salesforce Setup**, navigate to **External Client App Manager**
2. Select **New External Client App**
3. Enter the basic information (app name, API name, contact email)
4. Expand **API (Enable OAuth Settings)** and select **Enable OAuth Settings**
5. Add the Writer redirect URI to **Callback URL**:
   ```
   https://app.writer.com/mcp/oauth/callback
   ```
6. Under **OAuth Scopes**, add the [required scopes](#oauth-scopes)
7. Under **Flow Enablement**, check **Enable Authorization Code and Credentials Flow**
8. Under **Security**, check the following options:
   * Require secret for Web Server Flow
   * Require secret for Refresh Token Flow
   * Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows
   * Issue JSON Web Token (JWT)-based access tokens for named users
9. Select **Create** to save the External Client App
10. [Update Salesforce User Interface settings](#enable-the-mcp-service) to enable the MCP service
11. [Retrieve your consumer key and secret](#retrieve-your-consumer-key-and-secret) for use in [AI Studio](#configure-the-connector-in-ai-studio)

For detailed instructions, see Salesforce documentation on [External Client Apps](https://help.salesforce.com/s/articleView?id=sf.external_client_apps.htm\&type=5) and the [Data Cloud Query API](https://developer.salesforce.com/docs/data/data-cloud-query-guide/guide/query-guide-get-started.html).

#### OAuth scopes

##### **Required**

* `api` (Manage user data via APIs) - Salesforce REST API access
* `sfap_api` (Access the Salesforce API Platform) - Grants access to Salesforce-hosted platform APIs outside core CRM and Data Cloud services
* `refresh_token, offline_access` (Perform requests at any time) - Allows the connector to refresh expired access tokens

##### **Recommended**

* `full` (Full access) - Recommended for Sandbox environments

#### Enable the MCP service

Enable the MCP service in Salesforce to allow MCP connector access:

1. From **Salesforce Setup**, navigate to **User Interface**
2. Under **Setup**, check **Enable MCP Service (Beta)**
3. Select **Save**

#### Retrieve your consumer key and secret

Retrieve the credentials for AI Studio:

1. In **Salesforce Setup**, navigate to **External Client App Manager**
2. Select the External Client App [you created](#create-a-salesforce-oauth-external-client-app)
3. Go to the **Settings** tab and expand **OAuth Settings**
4. Copy the **Consumer Key** (client ID) and **Consumer Secret** (client secret)

### Configure the connector in AI Studio

After creating your Salesforce External Client App and enabling the MCP service:

1. Navigate to **Connectors & Tools** in [AI Studio](https://app.writer.com/aistudio)
2. Select the **Salesforce Data Cloud** connector
3. Select who has access by default (all users or specific teams)
4. Select which tools to enable for your agents
5. Enter your **Salesforce org URL** (tenant URL), **Consumer Key** (client ID), and **Consumer Secret** (client secret)
6. Complete the OAuth authorization flow

## Next steps

* [Set up connectors](https://support.writer.com/article/299-setting-up-connectors): Learn how to configure and enable connectors in AI Studio
* [Tool calling guide](/home/tool-calling): Understand how AI agents use tools in conversations
* [WRITER Agent guide](https://support.writer.com/article/293-how-to-use-action-agent): Learn how to use WRITER Agent with connected tools
* [MCP gateway overview](/home/mcp-gateway): Learn about Writer's MCP gateway architecture