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

# Salesforce connector

> Install, authenticate, and map Salesforce objects to the product.

The Salesforce connector reduces copy-paste between CRM and your workspace. Plan object mapping before you sync thousands of rows—rework is cheaper in a spreadsheet than in production data.

## Prerequisites

Admin access in Salesforce and an administrator to approve the connector.

### Sandboxes

Pilot against a full or partial sandbox before production. Validate picklist values, required fields, and validation rules that might block writes.

## Field mapping

Map accounts, contacts, and opportunities to entities. Resolve duplicates by external ID where possible.

### Ownership

Decide who owns records when Salesforce and the product disagree. Document the rule in your runbook so support can answer “why did this flip?”

## Sync modes

Choose one-way or two-way sync depending on which system owns each field.

### Monitoring

Alert on sync lag and error rates. Backfills can look healthy while a handful of poison records retry forever.