What You Can Do
Once connected, PlayerZero AI agents can:- Read customer data - Access account, contact, and case information for customer context during debugging
- Create and update cases - Generate support cases from debug sessions or update existing ones
- Add case comments - Post investigation findings and technical details to customer cases
- Search records - Find related accounts, opportunities, or cases when investigating customer-reported issues
Use Cases
- Customer context - When debugging a user-reported issue, agents pull in relevant Salesforce account and case history
- Support escalation - Convert technical findings into well-documented Salesforce cases for support teams
- Account intelligence - Understand customer tier, history, and open issues when prioritizing bugs
Scopes & Permissions
| Scope | Description |
|---|---|
api | Access to Salesforce APIs |
id | Access user identity information |
profile | Read user profile data |
email | Access user email address |
address | Access user address information |
phone | Access user phone number |
refresh_token | Maintain connection without re-authentication |
Setup
Setup starts in PlayerZero—no pre-configuration in Salesforce is required.
- In PlayerZero, navigate to Organization Settings → Integrations
- Find Salesforce and click Connect
- You’ll be redirected to Salesforce to log in and authorize PlayerZero
- After authorization, select which PlayerZero projects should have access to this integration