ConnectorsSetup guides
Salesforce
Records and their related notes.
What it brings in
Records and their related notes.
Credentials
A connected app client ID and secret, plus your instance URL.
Settings
| Setting | What it is |
|---|---|
client_id | Client ID |
client_secret | Client secret |
instance_url | Instance URL |
Adding it
- Connectors → Add connector → Salesforce
- Decide global or personal — this is the one choice that is awkward to change later
- Enter the credentials above
- Narrow the scope before the first sync
- Save. Syncing starts immediately
Nothing is searchable until the first sync finishes. Progress is on the connector page.
If it fails
The connector page shows the error. The usual causes are an expired credential, a permission changed on the far side, or — for Salesforce — access not having been granted to the specific content yet.