Connect Salesforce to Specky.
Bring account, deal, and support-case context into decisions about product priorities.
Signal in
Activity
Context
Linked
Next move
Citable
What Salesforce does
The tool, in plain language.
Bring account, deal, and support-case context into decisions about product priorities.
Why connect it to Specky?
Keep the useful context attached.
Connect Salesforce when useful product context lives there and should be available beside the rest of your Product Graph.
- Searchable source context
- Recurring themes
- Evidence-backed product decisions
The job this connection does
Why would a product team connect Salesforce?
Make the useful context in Salesforce available when you need to answer a product question.
Specky pulls from Salesforce on a schedule
Specky checks Salesforce for new activity when your workspace syncs. You can also run a sync yourself whenever you need a fresh read.
Know what this connection is for.
A useful integration is clear about its boundary: what Specky can receive, what it returns to your product workflow, and what it deliberately does not do.
You provide
- Records Specky can read from Salesforce
- The credential and optional filters shown in the connect form
Specky gives back
- Typed, searchable evidence in the Product Graph
- Source-linked context for synthesis, decisions, and PRDs
A real example
Specky imports accessible records from Salesforce, preserves their source context, and makes them available beside your other product evidence.
Questions you can ask in plain English
These are the kinds of questions this connection helps answer. Specky keeps the source attached so the answer can be checked, not just trusted.
Connecting Salesforce
Here’s the quick version. The setup guide walks through every field and screen.
- 1
In Salesforce: Setup → App Manager → New Connected App
- 2
Enable OAuth Settings, add api refresh_token scopes
- 3
Use Salesforce CLI or Workbench to generate an access token
- 4
Paste the token above
Before you connect
Instance URLRequired
Your Salesforce instance URL (e.g. https://yourorg.salesforce.com).
Access TokenRequired
A Connected App OAuth access token with read access to Opportunities and Cases.
Find the Salesforce signal without the scavenger hunt
Ask about Salesforce in plain English instead of digging through another tab
See recurring themes alongside signals from the rest of your stack
Carry the useful quote or record straight into a PRD or decision
Keep the original source attached so someone else can check it
Before you connect it
How does Specky use my Salesforce data?
It becomes part of your Product Graph, where you can search it alongside related feedback from the rest of your stack. The source stays attached, and your workspace data is not used to train AI models.
Will Specky import my existing Salesforce history?
Yes. The first sync brings in recent Salesforce history, then Specky keeps up with new activity after that.
What do I need before I connect Salesforce?
You will need Instance URL, Access Token from your own Salesforce account. The setup guide walks you through each one.
How long will this take?
Usually a few minutes. You create a credential in Salesforce, paste it into Specky, and you are connected. Step-by-step instructions are in the setup guide.
Can I disconnect Salesforce later?
Yes — go to Settings → Integrations whenever you want. Disconnecting removes the connection and the data it brought in.
Can I use Salesforce on my plan?
Every plan can connect integrations. Your plan sets how many can be active at once, and a few providers are limited to Scale. Settings → Usage shows where you stand.
Bring Salesforce into your product graph
Connect it in a few minutes, then let Specky do the reading.