The Fleece AI Brain Salesforce connector syncs the files stored in Salesforce — the text, CSV, HTML, PDF, Word, Excel and PowerPoint documents attached to your accounts and opportunities — into a local-first knowledge base of plain Markdown and SQLite on your own machine. Each file's latest published version is extracted to text, titled and linked back to its Salesforce record, so any MCP-compatible app such as Claude Desktop or Cursor can answer from what the CRM already holds, with the source one click away.
What syncs from Salesforce
The connector reads Salesforce Files — ContentDocument records — and stores each one as a knowledge node: an ordinary file you can open, link and search, not a row locked behind a login.
Salesforce Files
Every ContentDocument the connected account can see is pulled in, using each file's latest published version.
Text documents
Plain text, CSV, HTML, XML, JSON and Markdown files are downloaded directly and stored as notes verbatim.
Office and PDF documents
Word, Excel, PowerPoint and PDF files are extracted to readable text; images and archives are skipped, not half-imported.
Record links and file type
Each note keeps the file's title, a deep link back to its Salesforce Lightning view, and a tag for its file type.
Incremental by modified date
Sync resumes from the newest LastModifiedDate it has seen, ordered oldest-first, so each run fetches only what changed.
Built-in deduplication
A re-upload updates the note in place and a re-sync never creates a duplicate — the connector keys on the file's own id.
Connect Salesforce in four steps
No middleware, no nightly export job — one sign-in from the desktop app.
- 01
Install Fleece AI Brain
Download the desktop app for macOS, Windows or Linux and open your vault — a folder of plain Markdown files on your machine.
- 02
Open Connectors and pick Salesforce
In the app, open the connectors panel, choose Salesforce, and sign in with your org. OAuth is brokered securely; your Salesforce files never pass through Fleece's servers.
- 03
Scope what the connector can read
The connector sees exactly what the connected user's Salesforce permissions allow. Sign in with a restricted integration user to keep the scope tight.
- 04
Let it sync — then ask
Sync runs in the background and stays up to date. Point Claude Desktop, Cursor or any MCP app at your Brain and ask what a contract said or what was promised to an account.
The answer is in Salesforce. Only Salesforce can read it.
The proposal you sent, the signed contract, the spreadsheet a rep attached to the opportunity — they are all in Salesforce, as files you can only open one record at a time, behind a login your AI tools do not have. So the account team re-asks what was agreed, and every assistant you point at the deal starts blind.
The Salesforce connector ends that. Each file becomes a permanent note in one living knowledge graph, linked to the accounts, opportunities and people it mentions — so the terms buried in a PDF from March are still one question away in December.
Your files go from Salesforce to your disk. Nowhere else.
Authentication is a standard brokered OAuth sign-in, but the sync calls the Salesforce REST API directly from the desktop app on your machine, downloading each file straight to your vault. The document bytes never transit Fleece's servers.
That is the whole trust model: we cannot read your Salesforce files, period. The extracted text lands as Markdown and SQLite you own, it opens in Obsidian or any editor, and if you ever leave, you take everything with you.
- +Direct Salesforce-to-device download — file contents never touch Fleece's servers
- +Vault = plain .md files + SQLite, 100% Obsidian-compatible
- +Works offline once synced; cloud sync is optional and end-to-end encrypted
Give every AI app your Salesforce documents.
One copy-paste connects the Brain to Claude Desktop, Cursor, Cline, Zed or agents you build. From then on, "what did we commit to in the master agreement?" is answered from the actual document — with the source note, and its link back to the Salesforce record, one click away.
Because every agent and tool reads the same graph, you stop re-uploading the same PDF to each AI. On Teams, the organization map also shows which agents drew on that knowledge and what they cost.
Salesforce connector — FAQ
Do my Salesforce files pass through Fleece's servers?+
No. Sign-in uses a brokered OAuth flow, but the sync calls the Salesforce REST API directly from the desktop app on your machine and downloads each file straight into your local vault. The document contents never land on Fleece's servers.
Which files does the connector sync, and can I limit it?+
It reads Salesforce Files (ContentDocument): text, CSV, HTML, XML, JSON and Markdown files verbatim, and Word, Excel, PowerPoint and PDF files extracted to text. Images and archives are skipped. It only ever sees what the connected user's permissions allow, so you scope it by signing in with a restricted integration user.
Does it write anything back to Salesforce?+
No. The connector is read-only: it queries and downloads files into your knowledge base and never creates, edits or deletes anything in your Salesforce org.
How often does it sync?+
Sync runs in the background from the desktop app and resumes from the newest LastModifiedDate it has already processed, so each run only fetches files that changed. A re-uploaded file updates its note in place, and re-syncs never create duplicates.
Which plan do I need to connect Salesforce?+
The local brain is free, and connectors are the paid lever: Solo (€12/month) includes up to 3 connected tools, Pro (€24/month) makes them unlimited with auto-sync. Every plan starts with a 14-day trial, no card required.
How do I ask Claude or Cursor about my Salesforce files?+
Connect the Brain to Claude Desktop, Cursor or any MCP-compatible app with a single copy-paste. Your AI then answers from the synced documents, citing the exact note and its link back to the Salesforce record.
Can I open the synced files outside the app?+
Yes. Each file becomes an ordinary Markdown note in your vault, fully Obsidian-compatible — open, edit or grep it with any tool, and take it with you if you ever leave.
What happens if I disconnect Salesforce?+
Sync stops, and everything already in your vault stays yours — the notes are local files, not a mirror that vanishes with the connection.
Stop re-reading contracts one record at a time.
Connect Salesforce in one sign-in and give your whole AI stack the documents your CRM has been holding all along.