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

# Salesforce

> Connect Salesforce to Zelo to sync CRM feedback and account data

## Overview

The Salesforce connector pulls customer feedback and account data from your Salesforce CRM into Zelo. This gives you visibility into what customers are saying across your sales pipeline, tied to account and revenue context.

## Synced Data

* Account and opportunity information
* Customer feedback captured in custom fields
* Notes and activity data linked to accounts

## Prerequisites

* A Salesforce account with API access
* Admin permissions to authorize third-party integrations

## Setup

<Steps>
  <Step title="Navigate to Integrations">
    In the Zelo web app, go to **Knowledge** and find **Salesforce**.
  </Step>

  <Step title="Authorize Salesforce">
    Click **Connect** and sign in with your Salesforce credentials. Grant Zelo the requested permissions to read your CRM data.
  </Step>

  <Step title="Configure Sync Settings">
    Select which Salesforce objects and fields you want to sync. Zelo supports custom field mapping for org-specific configurations.
  </Step>

  <Step title="Start Sync">
    Click **Save** to begin the initial sync. Zelo will continuously pull new data going forward.
  </Step>
</Steps>