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.
