> ## Documentation Index
> Fetch the complete documentation index at: https://v1-docs.adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Connect Salesforce to Adapt to query and analyze your CRM data

Connect Salesforce to let Adapt query your CRM records (accounts, contacts, opportunities) and analyze your sales pipeline.

## Set up credentials

You create an OAuth app in Salesforce Setup, then copy its consumer key and consumer secret. As of the Spring '26 release, Salesforce recommends External Client Apps over Connected Apps, and creating new Connected Apps may require contacting Salesforce Support.

**1. Open Setup**

Log in to your Salesforce org. Click the gear icon and select **Setup**.

**2. Open App Manager**

In the **Quick Find** box, type `App Manager` and select **App Manager**.

**3. Create a new app**

Click **New Connected App**. If prompted, choose to create an **External
Client App** instead, which is the option Salesforce now recommends. Enter a
**Connected App Name**, **API Name**, and **Contact Email**.

**4. Enable OAuth settings**

Select **Enable OAuth Settings**. Enter a **Callback URL** (for example,
`https://login.salesforce.com/services/oauth2/callback`) and add the OAuth
scopes your integration needs, such as **Manage user data via APIs (api)**
and **Perform requests at any time (refresh\_token, offline\_access)**. Click
**Save**.

**5. Copy the consumer key and secret**

After saving, open the app and go to **Manage Consumer Details** (you may be
asked to verify your identity). Copy the **Consumer Key** and **Consumer
Secret**. Allow a few minutes for the new app to activate before using it.

> [!NOTE]
>
> In Lightning Experience you can find the app again later under **Setup > App
> Manager**. Use the row dropdown and select **View**, then **Manage Consumer
> Details** to retrieve the key and secret.

## Connect to Adapt

**1. Open Integrations**

In Adapt, go to **Settings > Integrations**.

**2. Find Salesforce**

Search for **Salesforce** and select it from the catalog.

**3. Start the connection**

Click **Connect** to open the connection form.

**4. Add your credentials**

Enter the values you gathered above, then click **Add connection**:

| Secret Name | Value |
| - | - |
| `SALESFORCE_CLIENT_ID` | Your connected app's consumer key |
| `SALESFORCE_CLIENT_SECRET` | Your connected app's consumer secret |

You can rename the connection and choose whether it is shared with your
organization or kept personal to you.

**5. Test the connection**

Ask Adapt to list your most recent opportunities.

### Security

* Credentials are encrypted at rest with AES-256
* Grant only the OAuth scopes your use case needs, such as `api` and `refresh_token`
* Use a dedicated integration user with least-privilege access where possible
* Never share the consumer key or secret publicly or commit them to source control

## Capabilities

Adapt can query CRM objects such as accounts, contacts, and opportunities, and analyze your pipeline. Use it to surface stalled deals, summarize account activity, and report on pipeline health.

### Examples

Pipeline summary

```
Summarize my open Salesforce opportunities by stage and total amount.
```

Account lookup

```
Show me the contacts and recent activity for the Acme Corp account in Salesforce.
```

Deal review

```
Which Salesforce opportunities closing this quarter have had no activity in the last 14 days?
```

Forecast analysis

```
Compare won versus lost Salesforce opportunities over the last two quarters by amount.
```


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