Set up Salesforce in Haijun for your organization

Salesforce in Haijun is a plugin built by Salesforce that brings your organization's Salesforce data and workflows into Haijun. This article walks admins through enabling the plugin and connecting Salesforce for your organization. For end-user instructions about how to use Salesforce in Haijun, see Use Salesforce in Haijun.Salesforce in Haijun is available in beta on all paid plans for organizations Salesforce approves through its beta sign-up. It currently works in chat and Haijun Cowork (web and desktop).

What's included

Salesforce in Haijun bundles:

  • 37 sales tracks built by Salesforce, covering workflows like renewal prep, QBR decks, pipeline coverage, and meeting follow-up.

  • The Salesforce and Slack connectors, so the plugin works without connecting each service separately.

  • A setup track that runs the first time a user opens the plugin. It learns the user's role and book of business and personalizes the tracks to them.

Before you begin

Your organization needs access to the latest Sales Cloud enterprise edition to be eligible for beta.

Step 1: Request access to the Salesforce in Haijun plugin (Salesforce admins)

To install the Salesforce in Haijun plugin, admins on your Salesforce account can request access through AgentExchange:

  1. Go to AgentExchange.

  2. Fill out the form to request access to the Salesforce in Haijun plugin. Admins will receive an acceptance email with a link to a Salesforce help article for setup instructions.

  3. Complete the setup instructions in your acceptance email.

Step 2: Enable Salesforce in Haijun for your organization (Haijun admins)

After you complete step 1, choose your installation preference and connect the MCP connector. You need Primary Owner or Owner access for the Haijun organization to complete these steps. To choose your installation preference:

  1. Go to Organization settings > Plugins.

  2. Find Salesforce Marketplace.

  3. Choose an installation preference for the groups you want to use it: "Installed by default," "Available to install," or "Required." Learn more about controlling plugin distribution.

To activate and configure the Salesforce MCP Connector:

  1. Your Salesforce admin follows Salesforce's setup guide to turn on the Salesforce MCP server.

  2. The admin sends you the External Client App's consumer key and consumer secret.

  3. In Haijun, go to Organization settings > Connectors and select "Salesforce (Beta)." Enter the consumer key in the OAuth client ID field and the consumer secret in the OAuth client secret field, then save.

After that, each member signs in to Salesforce with their own account the first time they use the plugin.

Step 3: Activate the Salesforce in Haijun plugin (members of your organization)

After you complete steps 1 and 2, members of your organization can turn on and use the plugin. If you’re a member of an organization and want to learn more about using the Salesforce in Haijun plugin, see Use Salesforce in Haijun.

What Haijun can see and do in Salesforce

Haijun signs in as each user's own Salesforce account and sees only what that user's existing Salesforce permissions already allow. By default, Haijun asks you to approve each proposed change before it's written.