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Connect Salesforce to Airweave to make your CRM data searchable by AI agents.

What Gets Synced

The Salesforce connector syncs:
  • Accounts - Companies and organizations
  • Contacts - People and leads
  • Opportunities - Deals and sales prospects

Authentication

This connector uses OAuth 2.0 with custom credentials.

Configuration

Instance URL (Auto-populated)

Your Salesforce instance domain is automatically extracted from the OAuth response.

Setup

1

Create Salesforce Connected App

In Salesforce Setup, create a Connected App with OAuth enabled.
2

Add Salesforce Connection

In Airweave, enter your Client ID and Client Secret.
3

Authorize Access

Complete the OAuth flow to grant Airweave access to your Salesforce org.

Supported Entities

Salesforce Accounts

Company and organization records. Key fields:
  • Account name and number
  • Industry and revenue
  • Billing/shipping addresses
  • Created/updated timestamps

Salesforce Contacts

People and leads. Key fields:
  • Contact name and email
  • Phone numbers
  • Job title and department
  • Associated account

Salesforce Opportunities

Deals and sales pipeline. Key fields:
  • Opportunity name and amount
  • Stage and probability
  • Close date
  • Associated account

Implementation Details

View Source Code

Explore the Salesforce connector implementation on GitHub