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

# Salesforce

> Connect Salesforce to sync accounts, contacts, and leads, and trigger Default automation from CRM changes.

Connecting **Salesforce** lets Default read and write your CRM records, keep selected fields in sync, and
trigger workflows when records change in Salesforce.

<Note>
  Open **Settings** from the **Dock** (the app bar at the bottom of the screen), then select
  **Integrations** under **Workspace Settings** and open **Salesforce**. Admin access is required.
</Note>

## Before you connect

Salesforce needs the **Default managed package** installed in your org before you authorize the connection.

<Steps>
  <Step title="Choose Production or Sandbox">
    On the Salesforce card, **Connect** is a dropdown with two choices:

    * **Production** for your live Salesforce org.
    * **Sandbox** for a sandbox org. You'll be asked for your sandbox subdomain (for example, `acme--dev`
      from `acme--dev.my.salesforce.com`). You can paste the full URL and Default pulls out the subdomain.
  </Step>

  <Step title="Install the managed package">
    Follow the install link and, in Salesforce, choose **Install for All Users**. Installing for **Admins
    Only** or **Specific Profiles** can stop Default from reading the CRM objects it needs.
  </Step>

  <Step title="Authorize the connection">
    Back in Default, complete the Salesforce sign-in popup to link your org.
  </Step>
</Steps>

<Note>
  If the package is missing, out of date, or wasn't installed for all users, Default shows an alert on the
  Salesforce page with an option to install or upgrade it (with the same Production or Sandbox choice).
</Note>

## Sync configuration

Once Salesforce is connected, a **Sync configuration** section appears on its detail page. This controls
which Salesforce objects Default watches for changes, so those changes can trigger automation.

Default can sync these objects:

| Object          | Maps to     |
| --------------- | ----------- |
| **Account**     | Company     |
| **Contact**     | Person      |
| **Lead**        | Person      |
| **Opportunity** | Opportunity |

For each object you can:

* **Configure** which fields Default tracks. A change to a tracked field in Salesforce can trigger a workflow in Default.
* **Edit** the tracked field set later.
* **Stop Syncing** an object without disconnecting Salesforce.

## Manage or disconnect

**Connect** becomes **Manage** once connected. To remove the integration, open the Salesforce detail page
and select **Disconnect**.