Salesforce Integration
Salesforce OAuth connection, Contact/Lead/Account/Opportunity/Task sync, data synchronization.
Salesforce Connection
We use OAuth 2.0 to securely connect with your Salesforce organization. No API keys or credentials are needed — just authorize access through Salesforce.
- Navigate to Settings → Integrations
- Find "Salesforce" in the integrations list
- Click Connect
- You will be redirected to Salesforce to authorize the connection
- Log in with your Salesforce account and grant access
- You will be redirected back to EffiClose automatically
- A setup wizard will open — configure which objects to sync and how fields are mapped
- The integration status will show as "Connected"
Note: The Salesforce account you use to authorize the connection determines the permissions for reading and writing data. Make sure this account has access to the objects and fields you want to sync.
Data Synchronization
Data syncs between the platform and Salesforce automatically every 2 hours.
Imported Objects:
We import the following Salesforce objects:
- Contact: Update contact records with meeting insights
- Lead: Sync meeting data with lead records
- Account: Associate meetings with account records
- Opportunity: Sync opportunity-related meetings
- Task: Create and update tasks from meeting action items
Troubleshooting
Connection issues:
- Try disconnecting and reconnecting the integration
- Ensure the Salesforce account you used to authorize has API access enabled
- Check that your Salesforce organization allows OAuth connections
Sync errors:
- Disconnect and reconnect the integration
- Verify the authorized account has proper permissions for the synced objects
- Review error messages in the integration status page
Permission issues:
- Ensure the authorized account has access to the required objects (Contact, Lead, Account, Opportunity, Task)
- Check Salesforce profile and permission set configurations