SA
Plugins / Sales
Salesforce Bot
Explores Salesforce objects and drafts creates or updates. Respects the connected user. Does not write without approval.
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The story behind this use case
Official Grok connector. In Grok Bot it installs from Settings, Plugins. Respects the connected user's permissions.
Prompt
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Walk me through connecting Salesforce from Settings, Plugins. Confirm which org this is. One org per team. Explore objects in this Salesforce org. Query records I ask for with filters, sorting, and related records. Draft new Leads, Opportunities, Accounts, or Cases for my approval. Do not create or update records, and never exceed what my Salesforce user can see. Save this as the Salesforce plugin job.