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Salesforce Integration

Connect Salesforce to ClosedLoop AI and every product insight gets revenue context. Salesforce data enriches your intelligence with account details, opportunity values, and contact information — so you know the business impact behind every feature request, bug report, and customer theme.
Enterprise plan only. Salesforce is a customized integration — sync scope, custom field mapping, and cadence are configured by the ClosedLoop AI team during your Enterprise onboarding. Contact us if you’d like it enabled for your team.

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What You’ll See

Once Salesforce is connected, every product insight shows the customer behind it:
  • Who it came from — company name, industry, and size next to every feature request, pain point, and theme
  • What’s at stake — active opportunities, stage, and value attached to the feedback
  • Who’s asking — contact titles and roles so you know whether it’s a power user, champion, or decision-maker
  • A full customer view — filter every insight by a specific account, opportunity, or contact to prep for any customer conversation

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What Gets Synced

DataDescription
AccountsAccount name, website, industry, annual revenue, employee count, account owner
ContactsNames, emails, titles, account associations, owner
OpportunitiesStage, amount, close date, pipeline, associated account and primary contact
Opportunity ContactsThe junction records linking contacts to the opportunities they participate in
OwnersSales rep assignments and team information
Cases (optional)Support case metadata — status, priority, subject, account
Salesforce is a metadata-only integration. CRM data enriches your existing insights by adding customer context (account size, opportunity value, industry) but does not consume AI analysis credits.

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Connection Method

Salesforce uses OAuth 2.0 authentication. You authorize ClosedLoop AI to read CRM data from your Salesforce org. My Domain orgs are supported — provide your custom login URL during connection.

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Setup Guide

  1. In ClosedLoop AI, navigate to Integrations in your dashboard
  2. Find Salesforce in the integrations list and click Connect
  3. If your org uses a My Domain URL (e.g. yourcompany.my.salesforce.com), enter it in the login URL field. Otherwise leave it blank to use the standard Salesforce login.
  4. You’ll be redirected to Salesforce’s authorization page
  5. Sign in with a Salesforce user that has read access to the objects you want to sync
  6. Review the permissions and click Allow
  7. You’ll be redirected back to ClosedLoop AI — the integration is now active
The connecting user’s record access determines what ClosedLoop AI can sync. Use an account with a System Administrator or equivalent read profile to ensure all accounts, opportunities, and contacts are visible.

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OAuth Scopes

ClosedLoop AI requests the following Salesforce scopes:
ScopePurpose
apiRead standard and custom objects via the REST API
refresh_tokenKeep the connection alive without re-prompting the user
No write, delete, or admin scopes are requested. ClosedLoop AI cannot create, modify, or delete records in your Salesforce org.

Connect Salesforce

Set up your Salesforce integration in the ClosedLoop AI dashboard