> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Connect Salesforce to sync accounts, contacts, opportunities, and products

## Overview

The Salesforce integration syncs your CRM data into Quivly. Customers are matched across integrations by domain.

***

## What Syncs

| Object            | Data                                                 |
| ----------------- | ---------------------------------------------------- |
| **Accounts**      | Name, website, industry, type, custom fields         |
| **Contacts**      | Name, email, title, phone, associated account        |
| **Opportunities** | Name, amount, stage, close date, owner               |
| **Contracts**     | Contract status, dates, linked opportunity and owner |
| **Users**         | Name, email (for account assignments)                |

**Sync:** Continuous — changes stream in via webhooks

***

## Prerequisites

* Salesforce admin access to authorize the OAuth connection
* API access enabled (included in Professional, Enterprise, and Unlimited editions)

***

## Setup

<Steps>
  <Step title="Set up integration">
    Go to **Settings** → **Integrations**, click the **Salesforce** card, and open the **Configure** tab.
  </Step>

  <Step title="Log in to Salesforce">
    You will be redirected to Salesforce to authenticate. Enter your credentials and authorize access.
  </Step>

  <Step title="Select objects and fields">
    Choose the Salesforce objects you want to sync and select the specific fields to integrate with Quivly.
  </Step>

  <Step title="Install the integration">
    Click **Install** to complete the setup and begin the integration process.
  </Step>

  <Step title="Integration starts">
    Once installed, the integration will automatically begin syncing your data from Salesforce.
  </Step>

  <Step title="Monitor progress">
    Navigate to the **Logs** tab to see when your data starts flowing in and monitor sync progress.
  </Step>
</Steps>