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

# Salesforce Setup

> Sync pursuits and companies between SamSearch and Salesforce

<Tip>
  Connect Salesforce to automatically sync your pursuits as Opportunities and your companies as Accounts — no manual data entry between SamSearch and your CRM.
</Tip>

<Warning>
  You must have permission to authorize connected apps in your Salesforce org. If you're not a Salesforce admin, ask one to approve the connection.
</Warning>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/samsearch/images/integrations/salesforce-integration-card.png" alt="Salesforce integration card in Account > Integrations showing the Connect Salesforce button" style={{ maxWidth: '100%', height: 'auto' }} />
</Frame>

## What this integration does

* Pursuits sync as **Opportunities**
* Companies sync as **Accounts**
* Auto-syncs on pursuit save or status change
* Supports sandbox + production orgs

***

## Part 1 — Connect Salesforce

<Steps>
  <Step title="Open Integrations">
    In the left sidebar, scroll to **Account** and click **Integrations**.
  </Step>

  <Step title="Find the Salesforce card">
    Scroll to the **CRM** section. The **Salesforce** card shows your current connection status.
  </Step>

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

  <Step title="Choose sandbox or production">
    Before authenticating, select which org you want to connect: **Production** or **Sandbox**. Pick the org that holds the Opportunities and Accounts you want SamSearch to sync to.
  </Step>

  <Step title="Authenticate with Salesforce">
    A popup opens asking you to log in to Salesforce and authorize SamSearch. Log in with the org credentials for the org you selected, then click **Allow**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/samsearch/images/integrations/salesforce-oauth-consent.png" alt="Salesforce OAuth consent screen listing requested permissions with the Allow button, and the sandbox/production org selector above it" style={{ maxWidth: '100%', height: 'auto' }} />
    </Frame>
  </Step>

  <Step title="Confirm connected status">
    The popup closes and the Salesforce card now shows **Connected**, along with the org name and type (Production or Sandbox).
  </Step>
</Steps>

***

## Troubleshooting

**Opportunities aren't showing up in Salesforce**

* Confirm the integration status is **Connected** on the Integrations page.
* Confirm you connected the correct org — a sandbox connection won't sync to your production org, and vice versa.
* Auto-sync fires on save or status change; editing unrelated fields won't trigger a new sync.

**I connected the wrong org**

* Click **Disconnect** on the Salesforce card, then reconnect and choose the correct org (Production or Sandbox) during setup.

**The OAuth popup shows an "insufficient privileges" error**

* Your Salesforce user needs API access and permission to authorize connected apps. Ask your Salesforce admin to grant these, then try connecting again.

**Still stuck?** Contact [support@samsearch.co](mailto:support@samsearch.co) with your SamSearch account email and your Salesforce org type (Production or Sandbox).