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

# Connect Salesforce

> Read accounts, contacts, and activity — and write follow-ups back to the record.

Connecting Salesforce lets Rivvi read your accounts, contacts, and activity history, run exact totals across your records, and write follow-up tasks and call outcomes back.

Rivvi connects using a Salesforce **connected app** — your own — so you control the access.

## What you'll need

From a Salesforce **connected app** in your org:

* Your **instance URL** (e.g. `https://acme.my.salesforce.com`)
* The connected app's **Client ID**
* The connected app's **Client secret**

<Card title="Salesforce: Create a connected app" icon="arrow-up-right-from-square" href="https://help.salesforce.com/s/articleView?id=sf.connected_app_create.htm">
  Salesforce's guide to creating a connected app and finding its credentials.
</Card>

## Connect it

<Steps>
  <Step title="Create a connected app in Salesforce">
    In Salesforce Setup, create a connected app with API access. Note your instance URL and copy the consumer key (**Client ID**) and consumer secret (**Client secret**).
  </Step>

  <Step title="Open Rivvi's connector settings">
    In the workspace, go to **Settings → Connectors**, select **Salesforce**, and click **Connect**.
  </Step>

  <Step title="Paste your credentials">
    | Field             | What to paste                                                   |
    | ----------------- | --------------------------------------------------------------- |
    | **Instance URL**  | Your Salesforce instance, e.g. `https://acme.my.salesforce.com` |
    | **Client ID**     | Your connected app's consumer key                               |
    | **Client secret** | Your connected app's consumer secret                            |
  </Step>

  <Step title="Set permissions">
    Reads are allowed by default; writes ask for approval. See [Permissions](/connectors/permissions).
  </Step>
</Steps>

## What Rivvi can do with Salesforce

**Read (allowed by default)**

* Search across accounts, contacts, and leads (with the real total).
* Read a contact and its linked records.
* List activity history on a record.
* Run exact server-side totals — sum, count, average by stage, owner, or source.
* List an object's fields, including custom ones, so requests hit real field names.

**Write (asks for approval by default)**

* Create a follow-up task on a record.
* Log a call outcome against a contact.
* Update fields on a contact record.

## Try it

```text theme={null}
Search Salesforce for open opportunities over $50k.
What's the total pipeline by stage?
Log this call against the contact and create a follow-up task.
```

## Next

<Card title="Connectors overview" icon="plug" href="/connectors/overview">
  Back to all connectors.
</Card>