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docs: add Salesforce integration page for Fleet#3568

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Brace Sproul (bracesproul) merged 2 commits intomainfrom
docs/fleet-salesforce-integration
Apr 14, 2026
Merged

docs: add Salesforce integration page for Fleet#3568
Brace Sproul (bracesproul) merged 2 commits intomainfrom
docs/fleet-salesforce-integration

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@jfglanc
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@jfglanc Jan Franco Glanc (jfglanc) commented Apr 14, 2026

Summary

  • New page at src/langsmith/fleet/salesforce.mdx documenting the Salesforce tool integration for Fleet.
  • Walks through the four-phase setup: register the connector (expected first-attempt failure), Salesforce admin install via Connected Apps OAuth Usage, granting user access via permission sets, and completing the connection from Fleet.
  • Adds a short "Use Salesforce with an agent" section pointing users to the Salesforce Query tool, plus troubleshooting entries for the failed-auth-on-first-attempt case and missing-object permissions.
  • Sidebar entry added to Fleet > Tools and automation in src/docs.json, after arcade.

Test plan

  • Local Mintlify preview renders the page at /langsmith/fleet/salesforce.
  • Sidebar shows Salesforce under Tools and automation.
  • Internal links resolve (/langsmith/fleet/tools, /langsmith/fleet/agent-identity, /langsmith/fleet/essentials#human-in-the-loop).

Adds a dedicated Salesforce page under Fleet > Tools and automation
documenting the LangChain Fleet Connector install flow (register,
admin install, grant access, connect) and how to add the Salesforce
Query tool to an agent.
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Thanks for opening a docs PR, Jan Franco Glanc (@jfglanc)! When it's ready for review, please add the relevant reviewers:

  • @lnhsingh (LangSmith Fleet)

@github-actions github-actions bot added langsmith For docs changes to LangSmith internal labels Apr 14, 2026
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Mintlify preview ID generated: preview-docsfl-1776142249-d1625b0

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approving to unblock, two small comments

Comment thread src/langsmith/fleet/salesforce.mdx Outdated
Comment thread src/langsmith/fleet/salesforce.mdx Outdated
Address review feedback:
- Custom domain step is conditional (not every org requires it).
- Replace vague 'share this page' with explicit 'send your admin the link
  to this page' so non-admins know exactly what to do.
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Mintlify preview ID generated: preview-docsfl-1776185803-a242e28

@bracesproul Brace Sproul (bracesproul) merged commit da0595f into main Apr 14, 2026
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@bracesproul Brace Sproul (bracesproul) deleted the docs/fleet-salesforce-integration branch April 14, 2026 17:45
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