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

# Connect Salesforce

> Connect your Salesforce so your agent can log leads, create contacts and leave follow-up tasks.

Connecting Salesforce means what happens on a call reaches the CRM without anyone typing it up afterwards. Your agent checks whether the person is already on file, creates them as a lead or as a contact depending on the case, and leaves the follow-up task for the team.

For operations that run on volume, that is the difference between a pipeline that reflects reality and one that is a day behind.

## What you need first

* A **Salesforce** account with permission to create leads, contacts and tasks.
* The **Starter** plan or higher in Ryvo, with the Engine module active.
* If your organization runs a sandbox and a production org, be clear about which one your agent should write to: the authorization applies to one.

## How to connect it

<Steps>
  <Step title="Open Settings › Integrations">
    In the portal, go to **Settings** and then **Integrations**. Find the **Salesforce** card.
  </Step>

  <Step title="Click Connect app">
    Salesforce's authorization screen opens in a new window. Meanwhile the card shows **In progress**.
  </Step>

  <Step title="Sign in and authorize">
    Sign in with the Salesforce user that should own whatever your agent creates, and accept the access.
  </Step>

  <Step title="Come back to Ryvo">
    You land back on the Integrations screen on your own and the card turns to **Connected**. Salesforce asks nothing else.
  </Step>
</Steps>

## What your agent can do once it is connected

| Action             | What it does in the conversation                                                                       |
| ------------------ | ------------------------------------------------------------------------------------------------------ |
| **Find lead**      | Checks whether the person is already on file. It is the first thing it does, so it does not duplicate. |
| **Create lead**    | Creates the lead when the search comes back empty. It needs at least a last name and a company.        |
| **Create contact** | Creates the person as a contact when they are already a customer and not a lead.                       |
| **Create task**    | Leaves a follow-up item for the team when something is left for a person to do.                        |

Actions are turned on one by one from **View actions** and the [**Tools**](/guides/agents/tools) section of the builder, with a cap of **10 integration actions per agent**.

## What to do if something fails

| What you see                                          | What happened                                                                        | What to do                                                                          |
| ----------------------------------------------------- | ------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------- |
| **Create lead** fails every time                      | Salesforce requires a last name and a company, and your agent is not asking for them | Adjust the agent's instructions so it asks for both before logging the lead         |
| The card is stuck on **In progress**                  | You closed the Salesforce window before finishing                                    | Click **Check again** and, if nothing changes, connect again                        |
| **The account stopped responding. Connect it again.** | The user who authorized was deactivated, or someone revoked access from Salesforce   | Click **Reconnect** and authorize with an active user who has the right permissions |