> ## Documentation Index
> Fetch the complete documentation index at: https://docs.syntaxia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Connect a Salesforce production org to Syntaxia.

The Salesforce connector links a production Salesforce org to Syntaxia. Use it for live revenue data: accounts, contacts, leads, opportunities, users, and campaigns. For sandbox or developer orgs, use the [Salesforce Sandbox](/guide/connectors/salesforce-sandbox) connector instead, which authenticates against `test.salesforce.com`.

## Before you start

Confirm the following before opening the **Add Source** screen.

* You are signed in to Syntaxia under the **Data Ops** function.
* Your organization has fewer than **4 active Salesforce connections**. Salesforce production is capped per org.
* You have, or can borrow, a Salesforce user with the **API Enabled** profile permission. The user does not need to be a System Administrator, but they must have read access to the objects you want Syntaxia to see.
* Pop-ups are not blocked for `app.syntaxia.com`. The authorization window opens in a redirect.

<Info>
  The Salesforce user you authorize with becomes the integration user. Their permission set determines what Syntaxia can read. We recommend creating a dedicated Salesforce integration user with read-only access to the objects below.
</Info>

## What syncs

The Salesforce connector reads these standard objects:

| Object        | Notes                                        |
| ------------- | -------------------------------------------- |
| `Account`     | Companies and customers                      |
| `Contact`     | People associated with accounts              |
| `Lead`        | Pre-conversion prospects                     |
| `Opportunity` | Deals in your pipeline                       |
| `User`        | Salesforce users, used for owner attribution |
| `Campaign`    | Marketing campaigns and members              |

Custom fields on these objects are also synced. Custom objects are not yet supported.

## Connect Salesforce

<Steps>
  <Step title="Add the source">
    From your Data Ops command center, click **Add Source**, expand the **Salesforce** card, and enter a connection label. We recommend something like `Salesforce - Production` or `Salesforce - HQ` so it is easy to identify on the command center.
  </Step>

  <Step title="Authorize Syntaxia">
    Click **Connect**. You will be redirected to the Salesforce login page. Sign in with your integration user, then click **Allow** on the OAuth consent screen.
  </Step>

  <Step title="Return to Syntaxia">
    After approving access, you will be redirected back to your command center. The new source card shows status `syncing` while the first sync runs.
  </Step>

  <Step title="Wait for the initial sync">
    The first sync usually takes 5 to 30 minutes. Larger orgs with high record counts can take longer. The card turns green and switches to `active` once the sync finishes.
  </Step>
</Steps>

## Required Salesforce permissions

The integration user needs these profile or permission set entries:

* **API Enabled**
* **View All** for `Account`, `Contact`, `Lead`, `Opportunity`, `User`, and `Campaign` (or the equivalent object-level read access)
* **View All Users** if you want owner names to resolve correctly

If you see records missing from the Syntaxia UI after the first sync, the most common cause is a missing object-level read permission on the integration user.

## After the first sync

Once your Salesforce source is `active`, you can:

* **Resync** at any time from the source card to pull the latest changes.
* **Run ontology discovery** to analyze your Salesforce data and produce an L2 ontology. See [Ontology discovery](/guide/ontology-discovery).
* **Compose** the Salesforce ontology with other source ontologies into a unified L3. See [Ontology composition](/guide/ontology-composition).

## Troubleshooting

<AccordionGroup>
  <Accordion title="The OAuth window does not open">
    Check that pop-ups are not blocked for `app.syntaxia.com`, then click **Reconnect** on the source card.
  </Accordion>

  <Accordion title="The source card is stuck on `authorizing`">
    The OAuth flow did not complete. Click **Reconnect** on the source card to start a fresh authorization.
  </Accordion>

  <Accordion title="The source card is in `error`">
    Salesforce reported a broken connection. The integration user's password may have changed, the OAuth grant may have been revoked, or API access may have been removed. Click **Reconnect** and re-authorize.
  </Accordion>

  <Accordion title="No slots available">
    Your organization has 4 active Salesforce production connections. Disconnect and purge an unused source to free a slot, or contact [support@syntaxia.com](mailto:support@syntaxia.com) to discuss raising the limit.
  </Accordion>

  <Accordion title="The first sync seems too small">
    Verify the integration user's object-level read access in Salesforce. Records the user cannot see in Salesforce will not appear in Syntaxia.
  </Accordion>
</AccordionGroup>