Salesforce
Connection
See the connection in your workspace
Authorize Salesforce from workspace provider settings. Inspect its connection and sync status before relying on the imported data.
Explore integrationsSalesforce connection
Salesforce
Workspace CRM provider
Review synchronization status from workspace settings.
Illustrative connection · Example data
Connect the provider
Select Salesforce in workspace provider settings and authorize access through OAuth.
Review synchronization
Inspect sync status and the records available in your workspace. Confirm the fields you need for the workflow.
Configure agent work
Choose an audience from your workspace data, then set instructions, available tools and approval requirements.
A workspace connects to one CRM provider at a time. Review the available data and synchronization behavior for your configuration with the Lineer team.
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See Salesforce with your workflow
Bring your connection requirements and the records or conversations your team works with.