Salesforce

Connect Salesforce to PlayerZero for AI-assisted CRM insights.

Salesforce is a cloud-based CRM platform that helps manage customer relationships and business processes.

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

PlayerZero requests only the permissions needed for AI agents to assist with customer context and case management. We follow the principle of least privilege—each permission directly enables a specific capability.

Scope	Why It’s Needed
api	Core access — Required for all Salesforce API calls, enabling agents to read cases, accounts, and contacts when investigating customer-reported issues
id	User identification — Allows agents to identify the connected user and properly attribute actions taken on your behalf
profile	User context — Provides access to your user profile so agents understand your role and permissions within Salesforce
email	Contact matching — Enables agents to correlate Salesforce contacts with users in your application when investigating issues
address	Account context — Allows agents to understand customer location context when relevant to support cases
phone	Contact details — Provides complete contact information when agents need to reference customer data during debugging
refresh_token	Persistent connection — Maintains the integration without requiring you to re-authenticate, ensuring agents can access Salesforce context whenever needed

Setup

Setup starts in PlayerZero—no pre-configuration in Salesforce is required.

1. In PlayerZero, navigate to Settings → Context → Ticketing
2. Find Salesforce and click Connect
3. You’ll be redirected to Salesforce to log in and authorize PlayerZero
4. After authorization, select which PlayerZero projects should have access to this integration