What is the Joshu Salesforce connection?

Joshu connects to Salesforce through Composio-managed OAuth. It runs SOQL queries, retrieves standard and custom objects, creates and updates records, logs call activities, and adds case comments. You work with an assistant who has a desk, a computer, and persistent memory, not a CRM database that demands hours of administrative data entry.

Is my Salesforce data secure?

Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. CRM data Joshu reads stays in that private sandbox. Joshu only accesses the Salesforce org and objects authorized by your login, and your data is never used to train public AI models.

Will Joshu alter Salesforce records without asking?

By default, no. Record updates, stage changes, and task creations wait on Joshu's desk for your explicit sign-off before committing to Salesforce. You keep complete control over enterprise data.

What can Joshu access in Salesforce?

Any standard or custom object accessible to your authenticated Salesforce user profile. Joshu can query accounts, contacts, leads, opportunities, cases, and tasks. It respects your org's field-level security and sharing rules.

What is the difference between Agentforce and Joshu?

Agentforce and Einstein run automations strictly inside Salesforce interfaces. Joshu is an assistant with long-term memory across your email, calendar, files, and chat. It takes what happens outside the CRM and reflects it accurately inside your org.

Do I need a paid plan?

Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Salesforce. Your Salesforce org must have API access enabled.

Home ConnectConnect Joshu to Salesforce

Connect Joshu to Salesforce

Connect Joshu to Salesforce so enterprise account histories, opportunity stages, and meeting notes update without tedious manual data entry.

Salesforce

“What is the current stage and expected close date on the Apex renewal?”

Joshu runs a SOQL query against your opportunity records, returning deal terms and owner details.

“Log the notes from this afternoon's discovery call to the Belmont account.”

Joshu extracts pain points and stakeholder names, staging an account note and task for your approval.

“Show me all open cases flagged as critical in the western territory.”

Joshu searches support cases and service objects in Salesforce, presenting an urgency brief for your desk.

Connect Salesforce so the enterprise system of record reflects real-world sales conversations without manual data entry.

What Joshu does

Joshu queries standard and custom objects across your Salesforce org, extracts details using SOQL, and logs meetings, notes, and next steps directly to the matching account. When preparing for pipeline reviews, Joshu surfaces deal stages, key contacts, and recent correspondence onto your desk.

What you do

Connect Salesforce through Joshu's connector panel using your enterprise login. Choose the relevant org and verify object access. Review proposed record creations and stage updates on Joshu's desktop before they save.

Why it sticks

Sales reps hate manual CRM logging, which leaves pipelines stale. Joshu translates emails and call notes into structured Salesforce records immediately after meetings conclude.

Permissions and limits

Joshu operates strictly within the permissions and field-level security assigned to your Salesforce user profile. It cannot view records your role cannot see. Access can be revoked anytime from Salesforce personal settings.

Frequently asked questions

: Joshu connects to Salesforce through Composio-managed OAuth. It runs SOQL queries, retrieves standard and custom objects, creates and updates records, logs call activities, and adds case comments. You work with an assistant who has a desk, a computer, and persistent memory, not a CRM database that demands hours of administrative data entry.
: Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. CRM data Joshu reads stays in that private sandbox. Joshu only accesses the Salesforce org and objects authorized by your login, and your data is never used to train public AI models.
: By default, no. Record updates, stage changes, and task creations wait on Joshu's desk for your explicit sign-off before committing to Salesforce. You keep complete control over enterprise data.
: Any standard or custom object accessible to your authenticated Salesforce user profile. Joshu can query accounts, contacts, leads, opportunities, cases, and tasks. It respects your org's field-level security and sharing rules.
: Agentforce and Einstein run automations strictly inside Salesforce interfaces. Joshu is an assistant with long-term memory across your email, calendar, files, and chat. It takes what happens outside the CRM and reflects it accurately inside your org.
: Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Salesforce. Your Salesforce org must have API access enabled.