Salesforce Connector Documentation Request

·Jan 12, 2026 08:54 PM·

Hi all: Is there any documentation avail for the Salesforce connector? Couldn't find anything in the docs. Working on prepping our business systems folks to implement the connector. thanks!

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9 comments

· Sorted by Oldest

Zach H.
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We don't have these documents public yet but I can DM you as well as publicly state how it will work:
New Object for Community Activity
This object will be tied to the customer Contact record
From here, the possibilities are endless across Reporting, Triggers, Salesforce Flows, and even Agentforce
Zach H.
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Stephen C. can also help answer any technical questions for them
Jacob G.
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thanks, zach; is there something we need to give our biz systems folks access to on the tightknit side (once we're active and onboarded, of course)? perhaps i can get them added to our working channel with you
Zach H.
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I don't believe they'll need access but that's actually a good point that I don't think we fully ran through. Stephen C. to login to Salesforce, does the user need to do that from Studio or from the Salesforce app? But yes please add them to the working channel in the meantime.
1
Stephen C.
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It will be from the Studio
👀2
2
Zach H.
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Stephen C. we might want to introduce a new role who called GTM Systems or IT who only has access to the integrations pages. I'll make a ticket for the future.
💡1
Jacob G.
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thanks guys. So once we sign the contract and we’re onboarded, would we just give our business systems person a seat on our tightknit instance so that they can take care of this connection?
Linear Asks
APP
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<@U04V2SNHAFR> created a new Feature Request on behalf of <@U0A7AFW2CUE>
Linear Asks
APP
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Zach H.
·
·
We don't have these documents public yet but I can DM you as well as publicly state how it will work:
New Object for Community Activity
This object will be tied to the customer Contact record
From here, the possibilities are endless across Reporting, Triggers, Salesforce Flows, and even Agentforce
Zach H.
·
·
Stephen C. can also help answer any technical questions for them
Jacob G.
·
·
thanks, zach; is there something we need to give our biz systems folks access to on the tightknit side (once we're active and onboarded, of course)? perhaps i can get them added to our working channel with you
Zach H.
·
·
I don't believe they'll need access but that's actually a good point that I don't think we fully ran through. Stephen C. to login to Salesforce, does the user need to do that from Studio or from the Salesforce app? But yes please add them to the working channel in the meantime.
1
Stephen C.
·
·
It will be from the Studio
👀2
2
Zach H.
·
·
Stephen C. we might want to introduce a new role who called GTM Systems or IT who only has access to the integrations pages. I'll make a ticket for the future.
💡1
Jacob G.
·
·
thanks guys. So once we sign the contract and we’re onboarded, would we just give our business systems person a seat on our tightknit instance so that they can take care of this connection?
Linear Asks
APP
·
·
<@U04V2SNHAFR> created a new Feature Request on behalf of <@U0A7AFW2CUE>
Linear Asks
APP
·
·