> For the complete documentation index, see [llms.txt](https://help.dscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dscout.com/private-panels/integrations/salesforce-integration/set-up-the-salesforce-integration.md).

# Set up the Salesforce integration

This guide walks you through setting up the Salesforce integration in your Private Panels account.

{% hint style="info" %}
**Note:** The Salesforce integration is configured at the organization level, meaning it will be available to everyone with access to your Private Panels organization once configured without them needing to set it up themselves.
{% endhint %}

### Requirements

**To set up the Salesforce integration, you'll need:**

* Your organization's Salesforce domain.
* An Admin seat in your Private Panels account.

### Set up the integration

You can connect Private Panels to your Salesforce account from the **Settings** page within Private Panels.

**To connect Private Panels to Salesforce:**

{% stepper %}
{% step %}
Navigate to the **Settings** tab in Private Panels. Then, select **Integrations**.

<div align="left"><figure><img src="/files/nF7DIAo8z2EW0d2MsroY" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Under **Salesforce**, click **Connect**. The integration settings modal is displayed.

<div align="left"><figure><img src="/files/bUJzpvhMjvh9JRwAIlg9" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Enter your **Salesforce domain**. This domain must start with `https://` and end with `.my.salesforce.com`. In most organizations, the full URL looks like this: `https://[yourorganization].my.salesforce.com`.

<div align="left"><figure><img src="/files/meMgHMhy4kI98DbJoGbv" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="success" %}
**Tip:** To find your Salesforce URL, click your avatar on your Salesforce account page. The URL is listed beneath your name. Double-click the URL to select it, then copy it to your clipboard for easy pasting into Private Panels.
{% endhint %}
{% endstep %}

{% step %}
Click **Connect**. You'll be prompted to log in to your Salesforce account. Do so using your regular Salesforce credentials.
{% endstep %}

{% step %}
Click **Allow** when prompted to grant Private Panels access to your Salesforce account.

<div align="left"><figure><img src="/files/ICOrBmrLaRYZTml2FQ9V" alt="" width="375"><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

Now, your Private Panels organization is connected to your Salesforce account. You'll see your Salesforce account details displayed on the **Integrations** page:

<figure><img src="/files/xLWgczsd5e3qn2OFiTfp" alt="" width="563"><figcaption></figcaption></figure>

You can return to this page to configure what data is synced between Private Panels and Salesforce, or to **Disconnect** the integration altogether.

{% hint style="success" %}
**Tip:** Once you've set up the Salesforce integration, you'll still need to configure what data you want to sync between the two platforms. For more information, see [Configure data synchronization in the Salesforce integration](/private-panels/integrations/salesforce-integration/configure-data-synchronization-in-the-salesforce-integration.md).
{% endhint %}

**For more information on the Salesforce integration, see the following resources:**

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Configure data synchronization in the Salesforce integration</td><td><a href="/pages/wK0T1j5SEE4hsh4g9HsN">/pages/wK0T1j5SEE4hsh4g9HsN</a></td></tr><tr><td>Troubleshoot the Salesforce integration</td><td><a href="/pages/NSwT7iI7EZIZ4Sbf7Krx">/pages/NSwT7iI7EZIZ4Sbf7Krx</a></td></tr></tbody></table>


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