Databases & CRM
Set up Salesforce (CRM)
Connect a Salesforce org. It reads your accounts, contacts, opportunities, cases and leads and how they relate, and turns each into a record the assistant reasons over — account health, open opportunities and their amounts, recent activity — with the tasks, events and files logged against them brought in. Read-only.
- The self-service way (no vendor involved): in Salesforce Setup → App Manager → New Connected App, enable OAuth, tick “Enable Client Credentials Flow”, give it the api scope, and set a run-as integration user on the app's policies.
- Copy the app's Consumer Key and Consumer Secret into this source, and set the Instance URL to your org's My Domain (https://yourcompany.my.salesforce.com).
- Sandboxes: pick “Sandbox” as the org type so sign-ins refresh against test.salesforce.com.
- Choose access groups, Test, then Sync.
Read-only — only SOQL reads are issued. The consumer key/secret path never expires on its own; a pasted access token dies within hours, so treat it as a quick test. Opportunity amounts are totalled per account, and the files attached to your synced records become documents (only linked files — never the whole org's file library).
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Last updated 29 Aug 2026