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

# Salesforce Integration

> Connecting AVA to Salesforce CRM

<div style={{textAlign: 'center', margin: '2rem 0'}}>
  <img src="https://mintcdn.com/datarm-f2ac79a7/7n1x9bJ6CGaJhVO6/logos/brands/salesforce.svg?fit=max&auto=format&n=7n1x9bJ6CGaJhVO6&q=85&s=f0b657f3f0a7b0b84de3370bdb2e8c7f" alt="Salesforce" style={{width: '120px', height: 'auto'}} width="24" height="24" data-path="logos/brands/salesforce.svg" />
</div>

# Salesforce Integration

<Info>
  **Coming Soon**: This section is under development. Check back soon for step-by-step Salesforce integration instructions.
</Info>

## What You'll Learn

* Creating a Salesforce Connected App
* Configuring OAuth 2.0 for AVA
* Setting up delegated user permissions
* Accessing Opportunities, Leads, Cases, Accounts, Contacts
* Custom object access
* Troubleshooting Salesforce connectivity

## Use Cases

* Query pipeline and opportunities in conversations
* Update CRM records via AVA Tasks
* Generate reports from Salesforce data
* Search across Salesforce objects

## In the Meantime

Review the [Use Cases](/essentials/use-cases#sales-teams) documentation to see how sales teams use AVA with Salesforce CRM.

## Related Topics

* [Admin Guide - MCP Servers](/admin-guide/mcp-servers) - Setting up integrations
* [Sales Use Cases](/essentials/use-cases#sales-teams) - Real-world examples

***

*Last Updated: January 2025*
