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Connect Salesforce

Sync customer feedback with Salesforce records.

One-click OAuthRecommended auth: OAuth 2.0 (Web Server + PKCE)
Open Integrations in the app

Before you start

  • A Salesforce account with access to the records you want to sync.
  • Owner or admin access to the organization in the app.

Step-by-step

  1. 1

    Connect

    Integrations → Salesforce → Connect, then "Continue with Salesforce" and approve access. Your instance URL is returned by Salesforce automatically and validated as a public https host.

  2. 2

    Token fallback (only if needed)

    If you maintain your own connected app, you can still provide an instance URL + credentials under manual setup.

Security best practices

  • Use the Web Server (authorization-code) flow with refresh tokens, not a static password.
  • The instance URL is checked to block private/internal addresses (SSRF protection).
  • Credentials are encrypted at rest with AES-256-GCM — they are never stored in plain text.
  • Only organization owners and admins can create or modify a connection.
  • Prefer OAuth where available: it issues short-lived, scoped, revocable tokens instead of long-lived secrets.
  • When you must use a token, create a fine-grained, least-privilege token and rotate it periodically.