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Documentation Index

Fetch the complete documentation index at: https://docs.usepropane.ai/llms.txt

Use this file to discover all available pages before exploring further.

This guide is for the Salesforce MCP connector (per-user session context). It is not an org-wide Integration. For Context ingestion and Signals, see What integrations bring in.
Propane connects to Salesforce through OAuth. The cleanest setup is a dedicated integration user with read-only permissions — not an admin account. Plan for a few minutes in Salesforce Setup, then authenticate in Propane as that user.

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Where to find connectors in Propane

There are two ways to reach the connectors panel: From a chat session — Click the + icon in the composer and select Connectors. A side panel opens showing every connector available in Propane. Find Salesforce in the list to start setup. From Settings — Go to Settings → Connectors. You will see the full list of available connectors, including Salesforce. Click Connect to begin. Both paths lead to the same setup flow. Create the integration user in Salesforce first, then return to Propane to complete OAuth.
Your Salesforce admin may need to approve Propane on first connection. Since September 2025, Salesforce blocks self-authorization for connected apps in customer orgs by default. An admin can pre-approve Propane in Setup → Connected Apps OAuth Usage — click Install, then assign a permission set or profile. This is a customer-side control; it cannot be bypassed from Propane.
1

Create a read-only profile

In Salesforce, permissions are controlled via Profiles or Permission Sets. A cloned read-only profile is the simplest approach for a connector user.
  1. Go to Setup → search Profiles → click it.
  2. Find the Standard User profile → click Clone.
  3. Name it something like Integration Read Only.
  4. In the cloned profile, open Object Permissions and, for every object:
    • Uncheck Create, Edit, Delete, and Modify All.
    • Keep only Read and View All checked.
  5. Save the profile.
If your org prefers Permission Sets over profiles, you can attach a read-only permission set to a standard user instead. The goal is the same: read access only, no create, edit, or delete.
2

Create the integration user

  1. Go to Setup → search Users → New User.
  2. Fill in the details (for example, [email protected]).
  3. Set Profile to your new Integration Read Only profile.
  4. Set License to Salesforce (this uses a full license seat) or Salesforce Integration if your org has it — the Integration license is cheaper and designed for API-only access with no UI login.
  5. Save the user.
Salesforce Integration license — If your org has the Salesforce Integration user license available, use it for this connector. It costs less than a full seat and is intended for API-only integrations like Propane.
3

Activate the account

Salesforce sends an activation email to the integration user’s address. Complete activation and set a password so the account is live and can authenticate.
Store the integration user’s credentials securely. Anyone with access to this account can read Salesforce data within the permissions you granted.
4

Connect in Propane

Return to the Connectors panel in Propane (either via the + in the composer or from Settings → Connectors). Find Salesforce and start the OAuth flow.When prompted, sign in as your integration user — not an admin or personal account. Propane will request only the access needed to read context for your session.If OAuth is blocked on first try, ask your Salesforce admin to complete the Connected Apps approval above, then retry.
That is it — Propane will start pulling context from Salesforce on your next session.