Source: https://manu-tests-all-orgs.docs-staging.pageloop.ai/integrations/other-integrations/salesforce

# Salesforce

# Salesforce

## Salesforce: Overview and capabilities

Integrate Atomicwork with Salesforce to streamline access to sales data across your teams. With this integration, employees can use the Assistant to search for information from Salesforce, such as leads, accounts, opportunities, and cases.

Here are the key features and capabilities unlocked with the Atomicwork-Salesforce integration:

- **Search leads and contacts**: Find leads assigned to you or your team, search contacts, etc.
- **Search opportunities and deals**: Track opportunities nearing closure, filter opportunities by status, deal amount, or account, and check closed-won or closed-lost opportunities.
- **Search accounts and cases**: Find account owner information, filter accounts by industry and search associated support cases.

This integration simplifies accessing Salesforce data, saving time, and keeping your teams focused on what matters the most.

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## Salesforce: Permissions and setup

### Permissions

To connect your Atomicwork and Salesforce accounts, you need:

- **Atomicwork admin access:** You need org admin access in Atomicwork.
- **Salesforce admin access:** You need admin access in Salesforce, allowing you to manage permissions and integrate Salesforce with Atomicwork.

To access the full range of Salesforce-Atomicwork features, the admin connecting the Salesforce account must have the following permissions in Salesforce:

| **Permission**                                                       | **Purpose**                                                    |
| -------------------------------------------------------------------- | -------------------------------------------------------------- |
| Access the identity URL service (id, profile, email, address, phone) | To allow retrieval of identity-related information.            |
| Manage user data via APIs (api)                                      | To enable access to the logged-in user’s account through APIs. |
| Perform requests at any time (refresh\_token, offline\_access)       | To allow token-based interaction with user data while offline. |

To allow users to access their Salesforce leads and opportunities in Atomicwork, we obtain the following permissions in Salesforce:

| **Permission**                                                       | **Purpose**                                                    |
| -------------------------------------------------------------------- | -------------------------------------------------------------- |
| Access the identity URL service (id, profile, email, address, phone) | To allow retrieval of identity-related information.            |
| Manage user data via APIs (api)                                      | To enable access to the logged-in user’s account through APIs. |
| Perform requests at any time (refresh\_token, offline\_access)       | To allow token-based interaction with user data while offline. |

### Setup

- As an Atomicwork admin, navigate to **Settings > App Store (in Organization) > Salesforce**, then click on **Connect**.
- Enter your Salesforce URL, and select **Connect**.
- Log into Salesforce and grant the required permissions.
- Your Salesforce account is now connected to Atomicwork.

### Setup - Employee

Before employees are able to search for information on Salesforce, they need to connect their Salesforce user account. This ensures that we’re able to honour access permissions when retrieving data.

This can be done when employees ask the Assistant for information from Salesforce for the first time (e.g., “Show me my leads”)

The Assistant will prompt the user to connect their Salesforce account and guide them through the process.

Alternatively, users can navigate to **Settings > Connections**, then select **Connect** under the Salesforce integration to complete the setup.

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