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

# Salesforce

> Let Jamie find accounts, contacts, and opportunities in Salesforce, and log meetings there as tasks

## Set up for yourself

Needs the Pro, Team, or Enterprise plan. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.

**1. In Salesforce**

Nothing to prepare. You sign in with your own Salesforce login.

**2. In Jamie**

1. Open [**Settings → Agent → Connectors**](https://app.meetjamie.ai/settings/agent#connectors)
2. Find **Salesforce** and click **Connect**
3. Under **Environment**, choose **Production** or **Sandbox**
4. Click **Connect for yourself**
5. In the popup, sign in to Salesforce and approve access

Jamie sees only what your Salesforce account can see. Everything Jamie logs in Salesforce shows as yours.

## Set up for the workspace (admins only)

Needs the Team or Enterprise plan. Only [workspace workflows](https://docs.meetjamie.ai/agent/workflows.md#workspace-workflows) use this connection. Jamie signs in as an integration user: a Salesforce account that your team creates only for Jamie.

**1. In Salesforce**

1. Create an integration user for Jamie. See [Salesforce's guide to integration users](https://help.salesforce.com/s/articleView?language=en_US\&id=platform.integration_user.htm\&type=5)
2. Give the user access to the records that workflows need, such as accounts, contacts, opportunities, and tasks

**2. In Jamie**

1. Open [**Settings → Agent → Connectors**](https://app.meetjamie.ai/settings/agent#connectors) and select **Salesforce**
2. Under **Workspace connection**, click **Connect for workspace**
3. Under **Environment**, choose **Production** or **Sandbox**
4. Click **Connect for the workspace**
5. Sign in to Salesforce as the integration user and approve access. Don't sign in with your own login

Workspace workflows can see and change only what the integration user can see and change. They act as the integration user, not as the person in the meeting. When Jamie logs a meeting, the task description names the person whose meeting it was.

## What Jamie can do

Jamie can:

* Find accounts, contacts, leads, and opportunities by name or email, and read their fields
* Log a meeting as a completed task on the account or opportunity, and on the contact or lead
* Update records, such as the stage or next step of an opportunity

Jamie can do more than this list. It can't delete anything in Salesforce.

Try asking: *"Log this meeting as a task on the Acme opportunity in Salesforce"*

## Disconnect

* **Your own connection.** Open **Salesforce** in [**Settings → Agent → Connectors**](https://app.meetjamie.ai/settings/agent#connectors) and click **Disconnect**.
* **The workspace connection.** Under **Workspace connection**, click **Disconnect**. Workspace workflows that use Salesforce pause. They start again when a workspace admin connects Salesforce again.


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