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Applies to v3.6.1Reviewed 2026-04-29

Salesforce

Achiral AI is a privacy-first collaborative AI platform for businesses, built on enterprise-grade, self-hosted, compliance-ready infrastructure. The Salesforce connector brings Salesforce activity into Chiro's organizational knowledge.

Connection details

  • Ingestion method: Polling (SOQL)
  • Auth: OAuth 2.0 Web Server Flow — access token (2–12 hours) + refresh token
  • Events ingested: Cases, Opportunities, Leads

What Chiro sees

Cases, opportunities, and leads modified since the last poll cycle, fetched via SOQL queries against your Salesforce instance.

How to connect

  1. Sign in to your organization dashboard.
  2. Open the Integrations tab.
  3. Find Salesforce in the connector catalog and click Connect.
  4. Complete the OAuth flow — you will be redirected to Salesforce to authorize access.
  5. On success the status changes to Active.

If the connector enters an Error state, click Reconnect to re-run the OAuth flow with a fresh token.

Technical notes

Salesforce uses a polling model in v1 — there is no real-time streaming. Achiral runs SOQL queries for Cases, Opportunities, and Leads on a schedule, filtering by LastModifiedDate. Access tokens are refreshed automatically. For sandbox instances, set SALESFORCE_LOGIN_URL=https://test.salesforce.com in your environment.

Limits

Only Cases, Opportunities, and Leads are polled in v1. Contacts, accounts, activities, and custom objects are not currently ingested.

Official documentation

Salesforce REST API documentation

Reviewed 2026-04-29 for Achiral AI v3.6.1.