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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: custom field mapping and cadence are configured by the ClosedLoop AI team during your Enterprise onboarding, and you choose the optional objects yourself (see below). 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

ClosedLoop AI reads two groups of Salesforce objects.

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Always synced

This is the customer and revenue record the integration attaches to your insights.

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Optional

These four are off for new connections. Turn any of them on, or off again, from the Salesforce connection in Integrations: see Limiting what gets synced. Older connections keep syncing what they already sync until you change it.
Cases, Email Messages and Tasks carry conversations written by your team and by the people who contact you. They can be long and can mention individuals who are not your own customers. Leads are records of prospects, not of the accounts you serve. If either is a concern for your organization, keep those objects off, or restrict them in Salesforce. See below.
For Accounts, Contacts, Leads and Opportunities, ClosedLoop AI reads every field the connecting Salesforce user is permitted to see, including custom fields. If specific fields must never leave your Salesforce org, hide them from the integration user with field-level security, and they will not be read.
Salesforce data enriches your existing insights by adding customer context (account size, opportunity value, industry). It is not itself analysed by AI, so it does not consume AI analysis credits.

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Limiting what gets synced

There are two independent ways to narrow what gets synced. Using both is recommended.
Case, Email Message, Task and Lead each have a switch under Additional objects on the Salesforce connection in Integrations. A team integration manager can change them at any time; the change applies from the next sync.Switching an object off stops new records being read. It does not remove records already synced; ask your ClosedLoop AI contact if you need those removed.
Create a dedicated integration user with a minimal permission set, then grant read access only to the objects you want synced. ClosedLoop AI cannot read an object or a field the connecting user cannot see.You can confirm the effective scope at any time in Setup → Users → Permission Sets.

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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 the Salesforce user you want the integration to run as
  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, so choose it deliberately. We recommend a dedicated integration user with a permission set granting read access to exactly the objects and fields you want synced, rather than a System Administrator account. A personal admin account grants the integration everything that person can see, and the scope changes silently whenever their own permissions do.

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OAuth Scopes

ClosedLoop AI requests the following Salesforce scopes: 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