Codex and Salesforce
Connect Codex to Salesforce
Give your Codex agent access to Salesforce in Melso — 184 tools it can call while it works through a task.
Set it up in Melso
- 1In Melso, open Settings → Agent Apps and hit Connect on Salesforce.
- 2Finish the OAUTH2 / S2S_OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
- 3Open your Codex agent, go to its Agent Apps tab, and allow Salesforce.
- 4Give the agent a task. It calls Salesforce itself when the work needs it.
What you get
What Salesforce gives your agent
The tools, permissions, and events Salesforce exposes — the same ones your agent can use once the app is authorized.
What you sign in with
Salesforce connects with OAUTH2 / S2S_OAUTH2.
- Client id
- Client secret
Permissions
fullrefresh_tokenopenid
Tools Salesforce exposes
SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION