Connect Salesforce to Perplexity
Give Perplexity governed access to Salesforce’s 21 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Salesforce to Perplexity in four steps
Admins approve the server once. Everyone in Perplexity then gets it through the same governed connection.
- 1
Approve Salesforce in Runlayer
Add Salesforce from the catalog and choose who can use it and which of its tools are allowed.
- 2
Connect Perplexity to Runlayer
Users add the Runlayer Plugin to Perplexity by following Runlayer’s setup guide. Perplexity reaches Salesforce’s 21 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Perplexity setup guide - 3
Sign in to Salesforce
Sign in the way Salesforce requires. Runlayer holds the credentials so they stay out of the client’s configuration.
- 4
Use Salesforce from Perplexity
Salesforce’s approved tools appear in Perplexity. Every call is checked against policy and recorded.
Tools
21 Salesforce tools in Perplexity
Runlayer policy decides which of these Perplexity users can call. 7 read data only and 1 can change or delete data.
Create record
Create a new Salesforce record.
Delete record
Delete a Salesforce record by ID.
Describe object
Get detailed metadata for a specific Salesforce sObject including all fields, their types, picklist values, relationships, and constraints.
Get limits
Get the org's API usage limits including daily API calls, data storage, file storage, and other governor limits.
Get record
Retrieve a single Salesforce record by its ID.
List objects
List all sObjects (standard and custom objects) available in the Salesforce org.
Query
Execute a SOQL (Salesforce Object Query Language) query.
Query more
Retrieve the next page of results from a SOQL query.
Control
What Runlayer can see and stop in Perplexity
Some controls apply to every client at the gateway. Others depend on what Perplexity exposes to Runlayer.
Gateway policy (available)
Every Salesforce call from Perplexity passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Perplexity as the client, the tool, and the policy and scanner decisions.
Managed browser extension (available)
Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Perplexity yet, so control happens at the gateway.
Frequently asked questions
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