Workspace

Salesforce connection setup

Review what this connector unlocks, what data it syncs, and start the install flow from a dedicated setup surface.

SSO + SCIM readyTenant-safe routing
Signals ingesting
Agents reasoning
Actions queued

Connection Center

Salesforce

Sync accounts, opportunities, contacts, and forecast changes into the shared work graph.

Connection method

OAuth 2.0 admin connection

Current status: Ready to Connect

What gets synced

AccountsContactsOpportunitiesTasksForecast signals

Setup note

Best for revenue automation, account context, and pipeline hygiene.

What this unlocks

Create or update opportunities from meeting signals
Push next steps and follow-up tasks back into CRM
Track pipeline influence from product and launch workflows

Next recommended action

Start OAuth and map opportunity fields

Latest activity: Not connected