---
title: "Salesforce"
slug: "salesforce"
updated: 2025-12-12T23:59:11Z
published: 2025-12-12T23:59:11Z
canonical: "help.unleash.so/salesforce"
---

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

# Salesforce

## Connection

To set up a Salesforce integration:

- Navigate to **Sources.**
- Click on **New Source > Salesforce.**
- Select **Private** or **Shared.**
  - If selecting shared, choose **Discovery** or **Permission-based** and select the groups/members to share the link with. If choosing permission-based, you will need to follow the steps in the Salesforce Permission-Based Integration below.
- Select the resource types you want to sync to Unleash.
- Click **Done**.

> If you would like to index custom objects or custom fields, please contact your unleash representative.

## Salesforce Permission-Based Connection

Permission-based connections support the following objects: Account, Opportunity, Lead, Contact, and Case. For other objects, create a Discovery connection.

To allow the Salesforce Integration license user to support the permissions-based mode, an appropriate Permission Set with the necessary configuration should be assigned to allow the API requests to execute successfully.

Here are the steps to configure it:

- Navigate to **Setup** from the header.
- On the left side of the navigation panel, in the search bar, navigate to **Permission Sets**.
- Click on **New** to create a new Permission Set.
- Enter the Label and click **Save**. After clicking the Save, it should navigate you to the screen for that Permission Set.
- On the screen for the new Permission Set, click on the ***Object Settings***. This will navigate you to a new page.
- Click on the ***Account***. This will navigate you to configure Accounts.
- Click on Edit, and for the Object Permissions, check on the Read checkbox and the View All checkbox. Note that the ‘view all’ is critical; otherwise, the user will only see records explicitly shared with them.
- Then, go back to the **Object Settings** and repeat the previous step (as for the **Account**) for the following Objects from the list below:

**Objects List**

- ContactShare
- OpportunityShare
- LeadShare
- AccountShare
- CaseShare
- Contact
- Account
- Lead
- Opportunity
- Case
- CaseComment
- CaseFeed
- PermissionSetAssignment
- PermissionSet
- Organization
- ObjectPermissions

Then continue to the following steps:

- Go to the new Permission Set Screen and click on **System Permissions**. This will take you to a new page.
- On that page, check the Permission checkboxes for the following fields: “***Manage Profiles and Permission****”* ***Sets*** and “***View Setup and Configuration****.”*
- Click **Save**.
- Assign that Permission Set to the (Salesforce Integration) User. To do this, navigate to Users through the left-side navigation panel.
- Click on the (Salesforce Integration) User for which you want to add the Permission Set. This will navigate you to that user’s settings page.
- Scroll to the **Permission Set Assignments** section.
- Click on **Edit Assignments**.
- Now, you should add the newly created Permission Set from the **Available Permission Sets** to the **Enabled Permission Sets**.
- Click **Save**.
- At this point, the user should have the necessary permissions to connect.

[Screen_Recording_2024-06-28_at_15.50.43(1)](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screen_Recording_2024-06-28_at_15.50.43(1).mov)

## Supported Resources

The integration currently supports the following resources:

- Contacts
- Accounts
- Leads
- Opportunities
- Tasks
- Cases
- Dashboards
- Notes
- Files
- Knowledge Articles

## Filtering & Selection

You can refine the indexing scope of Salesforce to enable indexing specific objects.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screen Shot 2024-07-17 at 10.40.57.png)

## Sync

Following the initial sync, the integration updates incrementally every 15 minutes. Only the objects that have changed since the last sync are updated. For permission-based connections, the permissions are synced every 6 hours.

****Example Questions****

- Who owns the ACME account?
- What stage is the ACME opportunity?
- When is the <opp name> projected to close?
- What is the latest with ACME?
- What is <contact name> role?