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Salesforce Perplexity

Connect Salesforce to Perplexity

Send Salesforce orders, invoices, customers and 714 more data types to Perplexity on a schedule. Pick columns, filter by date and add your own filters. Refresh as often as every 15 minutes.

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Perplexity

Which open Salesforce deals haven't moved stage in the last 30 days?

Querying the Salesforce data set in Coupler.io
Perplexity queries your Salesforce data through the Coupler.io MCP connector. Access is read-only.
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How to connect Salesforce and Perplexity

7 steps. You can preview the Salesforce data in Coupler.io before anything reaches Perplexity.

Step 1 of 7

Connect Salesforce

Sign in to Salesforce and authorize Coupler.io. There's no API key to copy.

Sign in with Salesforce

Step 2 of 7

Choose a data type

Pick the kind of Salesforce data to export.

Show 32 more data types Show fewer data types

And 677 more data types.

Step 3 of 7

Choose what to export

Pick the Salesforce data you want in Perplexity.

Show 32 more data types Show fewer data types

And 677 more data types.

ReportNot setSpecify a report to extract data from. Only reports in a tabular format could be selected.
Custom SOQLNot setPut any SOQL query to extract the data you need from Salesforce. Click to see the example.

Step 4 of 7

Fine-tune the export

Optional settings for this Salesforce export.

Changed after dateAny dateSpecify the data entity’s last updated date to export data changed after this date. (e.g. after 2020-01-01 09:00).
Changed before dateAny dateSpecify the data entity’s last updated date to export data changed before this date. (e.g. after 2020-01-01 09:00).
ColumnsNot setSpecify the names of the columns and their order by entering each of them in a new line. If you leave this field empty, Coupler.io will import all standard fields.
Advanced filtersNot setUse the SOQL syntax to set up filters.Learn more

Step 5 of 7

Set the report period

Choose the date range the report covers.

Start dateAny dateLeave this field empty to use the report’s date setting. Otherwise, specify a new start date for the report.
End dateAny dateLeave this field empty to use the report’s date setting. Otherwise, specify a new end date for the report.

Step 6 of 7

Connect Perplexity

In Perplexity, add a connector named coupler-io that runs the Coupler.io MCP server in Docker, then paste your personal access token.

Data set to shareOrderThe data view Perplexity can read
Namecoupler-ioConnector name in Perplexity settings
Commanddocker run --pull=always -e COUPLER_ACCESS_TOKEN --rm -i ghcr.io/railsware/coupler-io-mcp-serverRuns the Coupler.io MCP server locally
COUPLER_ACCESS_TOKEN••••••••••••Environment variable holding your personal access token

Step 7 of 7

Set a schedule

Perplexity sees the data as of the last run. Run it as often as every 15 minutes.

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Get the most of Salesforce to Perplexity integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Salesforce to Perplexity questions

717 data types, including Order, Invoice, Customer, Campaign and Task.

You sign in to Salesforce and authorize Coupler.io. There's no API key to copy.

Yes. Set the start date and end date to cover the period you need. You can also filter by changed date.

Yes. Pick the columns you need, and only those reach Perplexity.

Yes. Add filter conditions in the source settings to keep only the Salesforce records you need.

Yes. Custom SOQL lets you write a query instead of picking a ready-made data type.

No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete Salesforce rows.

A Perplexity account and Docker. Perplexity reaches Coupler.io through a local MCP server that runs in Docker.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Perplexity.

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