Connect Salesforce to Realm to make cases, opportunities, knowledge articles, and other CRM data searchable. Navigate to Settings > Data sources and click Connect on Salesforce, or click Manage if already connected.Documentation Index
Fetch the complete documentation index at: https://docs.withrealm.com/llms.txt
Use this file to discover all available pages before exploring further.
Connecting Salesforce
Click Connect on the Salesforce data source page. You’ll be redirected to Salesforce’s OAuth flow. Log in and allow access. The person connecting should be a Salesforce admin with full read access to the objects you want to sync (e.g. Account, Opportunity, Contact, Contract, Order, Case, Campaign, Lead, Product).What gets synced
| Content | Synced |
|---|---|
| Standard objects (Accounts, Opportunities, Contacts, Cases, Leads, Campaigns, Contracts, Orders, Products) | Configurable |
| Custom objects | Configurable |
| Knowledge articles | Yes |
| Notes | Yes |
| Activities (tasks and events) | Yes |
| Email messages | Yes |
| File attachments (ContentDocuments) | Yes |
Configuring objects and fields
From the data source page, you can configure:- Which objects to sync - Select from standard and custom Salesforce objects.
- Which fields to include - Choose which properties/fields are synced for each object. Focus on fields that contain useful searchable content rather than system fields.
- Record type filtering - Filter which record types to include for each object.
