SpeckyDocs

Salesforce Integration

What it does

Connect CRM deals, accounts, and support cases.

How your data reaches Specky

Specky pulls from Salesforce on a schedule. A sync runs when you open your workspace if the data has gone stale, and you can trigger one by hand from the integration card at any time.

What you'll need

  • 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

    Go to Settings → Integrations, find Salesforce, and click Connect.

    How to get an Access Token

  • In Salesforce: Setup → App Manager → New Connected App
  • Enable OAuth Settings, add api refresh_token scopes
  • 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

    Everything Specky pulls in from Salesforce shows up in Discovery alongside your other sources, and feeds synthesis, clustering, and the AI chat's answers about your product. You don't have to do anything with it directly — it's there so the rest of Specky has something to reason over.

    Disconnecting Salesforce removes both 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.