Connect Salesforce

Open Connections → Salesforce → How to set this up and give the checklist to your Salesforce administrator. They provide the My Domain address, Consumer Key and Consumer Secret through your team's private credential-sharing channel.

Read customer historyResearch, account context and preparation

No record changesNo automatic Salesforce outcome checks

Enter those values in Connections and choose Connect. You need permission to manage connections. Ask the administrator to resolve any missing access shown in the check.

To confirm it works, ask Claude to find a familiar company and open its Salesforce link.

GrowthBricks can read Salesforce records for research and preparation. It cannot create or update them, or automatically check outcomes there.