Connecting Salesforce

Last updated: April 22, 2026

Metal integrates with Salesforce to help you query, search, and manage data across your CRM. Once connected, you can use natural language to search your Salesforce instance, browse accounts and opportunities, and create or update records directly from Metal.

Metal maintains its own Salesforce Connected Application to authenticate via OAuth to your Salesforce instance.

Setting Up the Connection

Prerequisites

  • A Salesforce license is provisioned for a Metal user integrations@metal.ai with appropriate read/write access to objects Metal needs to sync.

  • A Salesforce administrator must approve the OAuth consent request for your organization.

  • Your organization must have the Salesforce integration enabled by a Metal administrator.

Admin Consent Approval

If this is the first time someone from your organization is connecting Salesforce to Metal:

  1. The connecting user will be redirected to Salesforce to authorize the connection.

  2. Salesforce may prompt for admin consent if your organization requires it.

  3. A Salesforce administrator can review and approve the consent request in Salesforce Setup under Connected Apps.

Connecting Your Account

  1. Enable the Metal integration: Navigate to the Manage Integrations page by clicking your organization name in the top of the sidebar.

    1. Click the Salesforce card.

    2. Click Enable Salesforce

  2. Navigate to the Connections page by clicking your name at the bottom of the sidebar.

    1. Find the Salesforce card and click Configure.

    2. Click Connect Salesforce

  3. You will be redirected to Salesforce to sign in and authorize Metal.

  4. After authorization, you are redirected back to Metal. A success message confirms the connection.

Connection Status

Once connected, the Salesforce card on the Connections page shows:

  • A Connected badge (green)

  • Your connection details

If your connection expires, Metal shows a reconnect dialog prompting you to re-authorize. This can happen when your Salesforce refresh token expires. Click Reconnect to re-authorize — your existing synced data remains in Metal during this process.

Supported Salesforce Objects

Metal supports the following Salesforce objects:

SF Object

Metal Object

Description

Account

Company

Companies and organizations in your Salesforce instance

Opportunity

Deal

Sales opportunities and pipeline deals

Contact

Contact

People associated with accounts

Interaction

Activity

Calls, meetings, and activity history

Salesforce is highly customizable, so the exact fields available depend on your organization's configuration.

Creating and Updating Records

Metal can create new records or update existing records ixn Salesforce directly from chat or workflows. This includes:

  • Logging interactions from unstructured meeting notes and creating or updating the associated objects (companies, contacts, deals, etc.)

  • Updating deal information extracted from CIMs

  • Creating or updating contacts extracted from CIMs

Syncing Data from Salesforce

Metal can sync data from Salesforce to keep your research up to date:

  • Companies: Sync Account records to enable cross-referencing with your documents

  • Deals: Keep Opportunity pipeline information available in Metal

  • Contacts: Maintain contact information for your coverage universe

  • Activities: Bring Interaction history into Metal for reference

Syncing runs automatically on a schedule, keeping Metal up to date with changes in your Salesforce instance.

Restrictions

  • Write operations create audit logs that track what was exported and when.

  • Rate limits apply based on your Salesforce edition and API limits.

  • Metal does not support deleting records from Salesforce.

  • Field mappings must be configured by an administrator before importing data