Start with one real question and leave with a next step.
Start with the question in front of you, then use the guide to make the next decision easier.
Try saying
“I am trying to make this decision. What should I look at first?”
Start with context
Bring the smallest useful example.
Look for the signal
Separate what is known from what is assumed.
Take one step
Choose an action you can review.
Salesforce Integration
What this connection is for
Bring account, deal, and support-case context into decisions about product priorities.
How your data reaches Specky
Specky pulls from Salesforce on a schedule. A sync runs when you open your workspace if the data is stale, and you can also start one by hand from the integration card.
Before you start
- Instance URL (Required) — Your Salesforce instance URL (e.g. https://yourorg.salesforce.com).
- Access Token (Required) — A Connected App OAuth access token with read access to Opportunities and Cases.
Setup
Open Settings → Integrations, find Salesforce, and click Connect. The form will tell you what to paste and where to find it.
How to get an Access Token
- In Salesforce: Setup → App Manager → New Connected App
- Enable OAuth Settings, add
api refresh_tokenscopes - Use Salesforce CLI or Workbench to generate an access token
- Paste the token above
Data synced
- Open Opportunities (deals, stage, amount)
- Open Cases (support tickets)
After connecting
New Salesforce items appear in Discovery alongside your other sources. You can search them, ask questions about them, and cite them in product work without opening another tab.
Disconnecting Salesforce removes the connection and the signals it brought in.
Troubleshooting
- Connected, but nothing appears. Open the Salesforce card and run a sync by hand. If it errors, the card shows the reason.
- "Upgrade to connect". Your plan caps how many integrations you can connect at once, and a few providers are Scale-only. Settings → Usage shows where you stand.
- Credentials stopped working. Tokens expire and get revoked. Reconnect with a fresh one — your existing signals are kept.
See the Salesforce integration page for what it's for and the questions people usually ask first, or the Integrations Overview for how integrations work in general.
Ready to apply this?
Start with your own product and keep the first read grounded. You'll create an account before the guided result so it can be saved to your workspace.