Salesforce Connection

The Salesforce connection lets your Horizon agents interact with your Salesforce CRM, including reading and writing leads, contacts, accounts, opportunities, and custom objects.

Prerequisites

Before connecting Salesforce to Horizon, ensure you have:

• A Salesforce account with API Access enabled (available on Enterprise, Unlimited, Developer, or Performance editions).
• Admin privileges in Salesforce, or have your Salesforce admin approve the connected app.
• The Salesforce org URL (e.g., https://yourcompany.my.salesforce.com).

Setting Up the Connection

1. Navigate to Workspace > Connections and click + Add Connection.
2. Select Salesforce from the integration list.
3. Choose your Salesforce environment: Production or Sandbox.
4. Click Authorize with Salesforce. You will be redirected to the Salesforce login page.
5. Sign in with your Salesforce credentials and review the permissions Horizon is requesting.
6. Click Allow to grant access. You will be redirected back to Horizon.
7. The connection status will change to Connected.

Note

If you are connecting a sandbox environment for testing, select the Sandbox option in step 3. This directs the OAuth flow to https://test.salesforce.com instead of the production login URL.

Permissions and Scopes

Horizon requests the following Salesforce OAuth scopes:

• api — access to Salesforce REST and SOAP APIs.
• refresh_token — allows Horizon to maintain the connection without repeated logins.
• offline_access — enables background data access when you are not actively using Horizon.

These scopes allow agents to query, create, update, and delete records based on the permissions of the Salesforce user who authorized the connection.

Caution

The agent inherits the data visibility of the authorizing user. If the user cannot see certain records due to sharing rules or profiles, the agent will not be able to access those records either. Use a dedicated integration user with appropriate permissions for best results.

What Agents Can Do

Once connected, agents with Salesforce skills can:

• Query records — search for leads, contacts, accounts, opportunities, and custom objects using SOQL.
• Create records — add new leads, contacts, cases, or any standard/custom object.
• Update records — modify field values on existing records.
• Delete records — remove records (when the integration user has delete permissions).
• Run reports — execute Salesforce reports and retrieve results.
• Manage tasks and events — create follow-up tasks and calendar events linked to records.

Connection Settings

After connecting, you can configure additional options from the connection detail panel:

• Default record types — set which record types agents should use when creating new records.
• Field mappings — define custom field mappings if your Salesforce org uses non-standard field names.
• API version — Horizon defaults to the latest stable Salesforce API version, but you can pin a specific version if needed.

Troubleshooting

Issue	Resolution
Connection shows Expired	Click Re-authorize to generate a new access token.
Agent reports “insufficient privileges”	Verify the authorizing user’s Salesforce profile has API and object-level permissions.
Cannot see custom objects	Ensure the custom object is API-accessible and the user has read permissions on it.
Rate limit errors	Salesforce enforces API call limits per 24-hour period. Check your Salesforce org’s API usage in Setup > Company Information.

Disconnecting

To remove the Salesforce connection, open the connection detail panel, click Remove Connection, and confirm. This revokes the OAuth token on the Horizon side. To fully revoke access, also go to Salesforce Setup > Connected Apps OAuth Usage and revoke the Horizon app.