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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: 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

ClosedLoop AI reads two groups of Salesforce objects.

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Always synced

This is the customer and revenue record the integration exists to attach to your insights. We do not switch these off: without them an insight has nothing to attach to.

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Optional

These four are on unless you tell us otherwise, and any of them can be left out: see Limiting what gets synced.
Cases, Email Messages and Tasks carry conversations, written by your team and by the people who contact you. Case descriptions and email bodies in particular often run to thousands of characters and can mention individuals who are not your own customers. Leads are different: the text is usually short, but a lead is by definition someone who has not become a customer, so the object is a record of prospects rather than of the accounts you serve. If either is a concern for your organization, leave those objects out, or restrict them at the Salesforce end. See below.
For Accounts, Contacts, Leads and Opportunities, ClosedLoop AI reads every field the connecting Salesforce user is permitted to see, including custom fields. Fields that map onto a named ClosedLoop AI attribute (company name, industry, opportunity value, and so on) are used directly; the rest are retained alongside the record. 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

Sync scope is part of your Enterprise configuration, and there are two independent ways to narrow it. Using both is recommended.
Case, Email Message and Task carry the richest record of what customers said and who was involved, so they are what teams ask us to analyse when they want processing beyond the standard customer, revenue and roadmap context. They are also where free text concentrates. Lead extends that customer context to prospects who have not bought yet. Teams differ on all four: some want them read, others would rather they never leave Salesforce. Tell your ClosedLoop AI contact which to leave out and we will configure it for your team.
The stronger control, because you own and can verify it. 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, so an object denied in Salesforce is never requested, never transmitted, and never stored.You can confirm the effective scope yourself at any time in Setup → Users → Permission Sets, without relying on us to describe it.

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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