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

# Salesforce

> Sync Salesforce accounts, opportunities, and account hierarchies so every insight knows the customer behind the request — and the dollars behind them.

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.

<Note>**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](mailto:sales@closedloop.sh) if you'd like it enabled for your team.</Note>

## 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

## What Gets Synced

| Data                 | Description                                                                    |
| -------------------- | ------------------------------------------------------------------------------ |
| Accounts             | Account name, website, industry, annual revenue, employee count, account owner |
| Contacts             | Names, emails, titles, account associations, owner                             |
| Opportunities        | Stage, amount, close date, pipeline, associated account and primary contact    |
| Opportunity Contacts | The junction records linking contacts to the opportunities they participate in |
| Owners               | Sales rep assignments and team information                                     |
| Cases *(optional)*   | Support case metadata — status, priority, subject, account                     |

<Note>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.</Note>

## 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.

## Setup Guide

<AccordionGroup>
  <Accordion icon="plug" title="Connect your Salesforce org">
    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

    <Warning>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.</Warning>
  </Accordion>
</AccordionGroup>

## OAuth Scopes

ClosedLoop AI requests the following Salesforce scopes:

| Scope           | Purpose                                                 |
| --------------- | ------------------------------------------------------- |
| `api`           | Read standard and custom objects via the REST API       |
| `refresh_token` | Keep 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.

<Card title="Connect Salesforce" icon="plug" href="https://app.closedloop.sh/integrations">
  Set up your Salesforce integration in the ClosedLoop AI dashboard
</Card>