Salesforce Connector
Salesforce is a leading customer relationship management (CRM) platform that centralizes customer data, sales processes and marketing automation.
Set up in minutes.
No code, no maintenance.
Salesforce
Data source
Salesforce in your warehouse.
Ready for your agents.
Salesforce is a leading customer relationship management (CRM) platform that centralizes customer data, sales processes and marketing automation. Weld's Salesforce connector is fully managed: it extracts data from Salesforce, loads it into your warehouse, and keeps it in sync. The data lands in a clean, documented schema with agent context attached, so analysts can query it with SQL or dbt, and agents can query it over the Weld MCP server without guessing at tables or joins.
Salesforce data schema.
The map your agents read.
Every table, field and relationship Weld syncs from Salesforce is served to agents as context over MCP, so they pick the right tables and join on the right keys.
- tables
- 16
- fields
- 112
Salesforce models.
What the numbers mean.
Open-source SQL that turns the raw Salesforce tables into the reports people ask about. Deploy them in Weld and your agent queries the definitions, not guesses.
- Lead funnel dailyLeads created and converted per day per lead source, with the conversion of each day's new leads followed through to a won opportunity.grain: date_day x salesforce_org x lead_source
- Opportunity pipelineEvery opportunity with its outcome, stage, account and owner.grain: one row per opportunity (salesforce_org x opportunity_id)
- Opportunity stage historyEvery stage each opportunity has been in, when it got there, when it left and how long it stayed.grain: one row per opportunity x stage entry
- Pipeline flow dailyOpportunities created, won and lost, and open pipeline due, per day per owner.grain: date_day x salesforce_org x owner_id x currency_code
- Rep activityCalls, emails, completed tasks and meetings logged per rep per day.grain: date_day x salesforce_org x owner_id
Ask your agent.
It already knows Salesforce.
Connect Claude, Cursor, ChatGPT or your own agent to Weld over MCP. It reads the Salesforce context, finds the tables it needs and queries your warehouse.
- Agent contextSalesforce tables, fields and joins
- QuerySQL against your warehouse
- OperateCheck, rerun and refresh syncs
How many account rows do we have in our Salesforce data?
Reading the Salesforce context first, so the query uses the right tables and keys.
Load Salesforce into any warehouse.
Set up in minutes, no code.
Everything you need.
To get started.
Salesforce setup guide
Step-by-step instructions to configure and start syncing.
MCP serverConnect your agents
Set up Claude, Cursor, ChatGPT or Codex against your Weld workspace.
Weld Connect APIBuild custom connectors
Use the Weld Connect API to build and publish your own connector.
FAQCommon questions
Answers to frequently asked questions about Weld connectors.
Set it up in code.
One REST API.
Use the Weld Connect REST API to create Salesforce connections, configure ELT syncs, and manage pipelines entirely through code. Built for embedding, automation, and CI/CD workflows.
▌Common questions.
About connectors.
Put your Salesforce data to work.
Connect Salesforce, pick a warehouse, and your agents can query it today. Free for 14 days, no credit card.

