Salesforce - Realm Docs

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 Reconnect if already connected.

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
Additional standard objects (managed content variants, assets, entitlements, service contracts, price books, reports, dashboards)	Configurable when available
Custom objects	Configurable
Knowledge articles	Yes
Notes	Yes
Activities (tasks and events)	Yes
Email messages	Yes
File attachments (ContentDocuments)	Yes

Text extracted from image attachments (for example screenshots on cases) is also embedded into the parent case, so it is available when the case is used in search, chat, or agent runs. Other attached files are listed on the case by name.

Configuring objects and fields

From the data source page, you can configure:

Which objects to sync - Select from supported standard Salesforce objects and custom Salesforce objects. Realm does not show every Salesforce system object.
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.

Salesforce object selection UI with toggles for each object — Selecting Salesforce objects to sync

Salesforce field selection UI showing individual field toggles — Selecting fields for each Salesforce object

Permissions

All synced Salesforce data is searchable for users with a Salesforce account in your organization. You can override this by switching to “Everyone in this organization” on the data source settings page, which makes all synced Salesforce data visible to all Realm users.