> For the complete documentation index, see [llms.txt](https://orimon.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://orimon.gitbook.io/docs/integrations/salesforce.md).

# SalesForce

{% embed url="<https://www.loom.com/share/bce5240bcaf64c2299c2f94d89f9d9ca?sid=843e5281-a9e3-484c-904a-d04c2a78b10a>" %}

1. Log in to [Dashboard](https://orimon.ai/login) using your Google account/manual signup
2. Once logged in, you should see an icon for your bot. Click on it to go to the bot's overview page.

<figure><img src="/files/DQ1o4hKLHbUu3YwDC9fh" alt=""><figcaption></figcaption></figure>

3. On the overview page, you will see several tabs. Click on "**Settings**" -> "**LeadFlow** **Integrations**".

<figure><img src="/files/QdSNqIne96jcMg2ZopZq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kxojicdwdZPoeb3P9TTk" alt=""><figcaption></figcaption></figure>

Click on this option to navigate to a integrations page and click on "**SalesForce**". You will see a page shown below.&#x20;

<figure><img src="/files/kuyEFL4mPSkeFT6e6hAU" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note** : *You must Log In to your <mark style="color:blue;">**SalesForce**</mark> account to proceed, & integrate this feature with your chat-bot.*
{% endhint %}

Now click on "**Connect**" to start the Integration process, after which you will be redirected to an authentication page as shown below.

<figure><img src="/files/QeMM31bWXjXeuEFA8OEb" alt=""><figcaption></figcaption></figure>

Click on "**Allow**" and that will automatically connect & sync your leads from OrimonAI to SalesForce.

Once the authentication is complete, you will see a page as shown below.

<figure><img src="/files/atiSoRtPKCIEAAeV5QwK" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
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