# Salesforce

```
{
  "manifest_version": "1.0.0",
  "product": {
    "slug": "salesforce",
    "name": "Salesforce",
    "description": "Connect your Salesforce org — contacts, accounts, and opportunities fill Loop content live.",
    "longDescription": "Salesforce integration connects Loop to your CRM through a per-org Connected App grant. Search contacts, accounts, and opportunities from any picker; one pick fans out to fill contact, company, and deal variables at generation time. Nothing is stored in Loop — records are fetched live from your own Salesforce instance.",
    "category": "apps",
    "icon": "Cloud",
    "logoUrl": "/logos/Salesforce.svg",
    "website": "https://salesforce.com"
  },
  "kbArticleSlug": "kb-integration-hubspot",
  "connection": {
    "method": "oauth",
    "provider": "salesforce",
    "requiredScopes": [
      "api",
      "refresh_token"
    ],
    "optionalScopes": [],
    "setupUrl": "/api/integrations/salesforce/connect",
    "setupSteps": [
      {
        "id": "authorize",
        "title": "Connect your Salesforce org",
        "type": "oauth_redirect",
        "description": "Sign in with Salesforce and grant Loop read access to your CRM."
      },
      {
        "id": "verify",
        "title": "Verify connection",
        "type": "verify",
        "description": "We'll test the connection against your Salesforce instance."
      }
    ]
  },
  "features": {
    "featureKeys": [
      "hubspot_sync",
      "crm_enrichment"
    ],
    "requiredTier": "team",
    "capabilities": [
      "Contacts",
      "Accounts",
      "Opportunities",
      "Live variable fill"
    ]
  },
  "actions": {
    "provides": []
  },
  "settings": {
    "syncFrequencies": [
      "realtime",
      "hourly",
      "daily",
      "manual"
    ],
    "configFields": []
  }
}
```

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---

Source: https://loopllm.ai/public/files/kn7aqvbapf6sdskgsrtcrtnsvs8brd1r
Updated: 2026-10-06