Connect Salesforce

Outcome: Salesforce connected with read-only access, first sync complete, and the entities matched to the rest of your graph.

Steps

1. 1

   Open Connections and choose Salesforce

   In your workspace, go to Connections, then Add connection, then search for Salesforce.

2. 2

   Authenticate with read-only access

   OAuth with a read-only profile. SIGNLD never requests write scopes.

3. 3

   Select what to read

   SIGNLD reads: Accounts, contacts, opportunities, stages, owners, close dates, custom fields.

4. 4

   Confirm the first sync and entity matches

   Review the proposed entities once the first sync completes. Confirm which stage counts as committed pipeline before building a revenue Topic.

Notes

• The connection is read-only. SIGNLD does not write, update, or delete records in Salesforce.
• Refresh cadence follows your plan. See refresh cadence for details.
• A sync consumes 1 credit per source per run.