--- title: "Zentrik + Salesforce" canonical_url: https://zentrik.ai/docs/integrations/salesforce markdown_url: https://zentrik.ai/docs/integrations/salesforce.md category: "Integrations" learning_track: null last_reviewed: 2026-07-05 --- # Zentrik + Salesforce Bring Salesforce Cases, Opportunities, and Accounts into Discovery while keeping account identity grounded in CRM. Install the Zentrik Salesforce package once, connect the workspace in Zentrik, then import records, review matches, and re-import mapped fields when customer records change. ## Overview Salesforce in Zentrik is a **read-only CRM integration**. Zentrik uses it to import selected CRM records into Discovery, review Salesforce accounts against existing Zentrik accounts, link the right records, and re-import mapped fields when upstream CRM data changes. Before OAuth can succeed, the Salesforce org must install the **Zentrik package** that pre-authorizes the connection. After that, a workspace admin can connect Salesforce from **Settings → Integrations** in Zentrik. ## Access and permissions - **Salesforce Cases and Opportunities**: Import selected CRM records into Discovery as signals, insights, or ideas with source links preserved. - **Salesforce Account records**: Read account identity fields so Zentrik can import account context, review matches, and import mapped CRM data. - **Connected Salesforce identity**: Show which Salesforce user and org are currently authorized for the workspace. - **Account schema metadata**: Load available Salesforce Account fields so admins can configure mappings in Zentrik. ## Connect Salesforce Salesforce setup has two parts: install the Zentrik package in Salesforce first, then complete the workspace connection in Zentrik with a user covered by that package install. ### Before you start - A Salesforce user who can install the package or choose the correct install scope. - A Zentrik workspace admin who can open **Settings → Integrations**. - A clear decision about **which Salesforce user will complete the connection in Zentrik** after the package is installed. ### Install the Salesforce package 1. Open the [Zentrik Salesforce package install link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdM000000SV45QAG). 2. Sign in to Salesforce if prompted. 3. Review the package details shown on the install screen. 4. Choose the install option that includes the Salesforce user who will connect the integration in Zentrik afterward. 5. If only Salesforce admins will connect the integration in Zentrik, choose **Install for Admins Only**. Otherwise, select an install scope that includes the connecting user. 6. Select the Salesforce acknowledgment checkbox for the non-Salesforce application, then complete the installation. ### Connect in Zentrik 1. Sign in to Zentrik. 2. Open **Settings → Integrations**. 3. Select **Salesforce**. 4. Choose **Connect** and complete the Salesforce authorization flow. 5. Return to Zentrik once Salesforce confirms the connection. If Salesforce opens but access is denied, the package install scope usually does not include the user who is trying to connect. ## How to use it Once connected, Salesforce helps Zentrik bring CRM evidence into Discovery and keep customer account identity aligned with CRM data. ### Import Discovery records From Discovery, choose **Import → Salesforce**. Select Salesforce **Cases**, **Opportunities**, or **Accounts**, then import selected records as **signals**, **insights**, or **ideas**. Zentrik keeps Salesforce source metadata and links so the imported record remains traceable to CRM. ### Map account fields Open the Salesforce integration settings in Zentrik and map the **Salesforce `Account` fields** you want Zentrik to import. These mappings are used for the bulk review flow and later manual re-imports on linked accounts. ### Review account matches Start the Salesforce account review flow in Zentrik to compare Salesforce accounts with existing Zentrik accounts. Review proposed matches, link the correct records, and create missing Zentrik accounts where appropriate. This version is **read-only toward Salesforce**. Zentrik does not write account changes back into Salesforce. ## For workspace admins - Complete the workspace connection with a Salesforce user whose package access will remain available for ongoing administration. - If a different Salesforce user needs to reconnect later, make sure the package install option or selected profiles include that user before retrying OAuth. - Keep field mapping current when your Salesforce **Account** schema changes, or some expected fields may disappear from the picker in Zentrik. - Disconnect in Zentrik and reconnect with the right Salesforce user if the wrong org or identity was authorized. ## Troubleshooting ### Salesforce denies access during connect Confirm the Zentrik Salesforce package was installed in the correct org and that the selected install option includes the Salesforce user finishing the connection in Zentrik. Then retry from **Settings → Integrations → Salesforce**. ### Connected the wrong Salesforce user or org Disconnect the integration in Zentrik, sign out of Salesforce if needed, and connect again with the correct Salesforce identity. ### Mapped fields are missing Reconnect if the authorization expired, then review the Salesforce field mapping in Zentrik. If your Salesforce **Account** schema changed recently, refresh the mappings before running the review flow again. ## Related guides - [Zentrik + Zendesk](https://zentrik.ai/docs/integrations/zendesk) - [Zentrik + Pendo](https://zentrik.ai/docs/integrations/pendo) - [Zentrik + Aha!](https://zentrik.ai/docs/integrations/aha)