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

# Salesforce

> Connect Salesforce for deal and contact synchronization.

The Salesforce integration synchronizes deals and contacts between Salesforce and Superhawk AI. Keep your trial data aligned with your CRM by automatically syncing opportunities, contacts, and accounts so your team always has the latest information in both systems.

## Prerequisites

* A Salesforce account with administrator permissions (required for OAuth authorization)
* Workspace admin permissions in Superhawk AI

## Setup

<Steps>
  <Step title="Open integrations">
    Navigate to **Settings > Integrations** in your Superhawk AI workspace.
  </Step>

  <Step title="Find Salesforce">
    Locate Salesforce under the **CRM** category.
  </Step>

  <Step title="Start the connection">
    Click **Connect** on the Salesforce card.
  </Step>

  <Step title="Authorize via Salesforce OAuth">
    You will be redirected to Salesforce. Sign in and click **Allow** to grant Superhawk AI access to your Salesforce data.
  </Step>

  <Step title="Select objects to sync">
    Choose which Salesforce objects to sync with Superhawk AI:

    * **Opportunities** -- sync deal stages, amounts, and close dates
    * **Contacts** -- sync contact details and roles
    * **Accounts** -- sync company information and account hierarchies
  </Step>

  <Step title="Configure field mappings">
    Map your Salesforce fields to Superhawk AI fields. Superhawk AI provides default mappings for standard Salesforce fields, and you can add custom field mappings for any custom objects or fields in your Salesforce org.
  </Step>

  <Step title="Save">
    Click **Save** to activate the integration. The initial sync may take several minutes depending on the size of your Salesforce data.
  </Step>
</Steps>

## Configuration Options

After connecting Salesforce, you can adjust settings from **Settings > Integrations > Salesforce**.

* **Sync direction** -- choose between one-way sync (Salesforce to Superhawk AI), or two-way sync to push updates from Superhawk AI back into Salesforce.
* **Field mapping** -- customize which Salesforce fields map to Superhawk AI fields, including custom objects and fields.
* **Refresh interval** -- set how frequently Superhawk AI checks Salesforce for updates (e.g., every 15 minutes, hourly, or daily).

<Tip>
  After connecting Salesforce, link your CRM accounts to trials in Superhawk AI for a unified view. See [managing accounts](/trials/managing-accounts) for details.
</Tip>

## Troubleshooting

<Warning>
  If the OAuth authorization fails, verify that your Salesforce user has administrator permissions. Salesforce may also block third-party OAuth connections if your org has IP restrictions or connected app policies enabled -- check with your Salesforce admin.
</Warning>

<Tip>
  If you use a Salesforce sandbox environment for testing, make sure to select the **Sandbox** option during the connection step. Sandbox and production environments use different OAuth endpoints.
</Tip>