> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get2dial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Salesforce

> Connect Salesforce so every call your team makes or takes is logged there automatically, with no extra step for the agent.

Connect Salesforce so every call your team makes or takes is logged there automatically, with
no extra step from the agent.

## Before you start

* You need an **admin** role in both Get2Dial and Salesforce, to authorize the connection.

## Steps

<Steps>
  <Step title="Go to Integrations">
    Select your name, then **Settings**, then **Integrations**.
  </Step>

  <Step title="Connect Salesforce">
    Select **Connect** on the Salesforce card. You're redirected to Salesforce to sign in and
    authorize Get2Dial.
  </Step>

  <Step title="Confirm the connection">
    You're returned to Get2Dial, and the card shows **Connected**.
  </Step>
</Steps>

## Verify

<Check>
  Place or receive a call for a phone number that matches a Salesforce contact or lead. A new
  **Task** appears on that record in Salesforce shortly after the call ends, with the
  direction, duration, and outcome.
</Check>

<Note>
  Get2Dial can also send click-to-call and screen-pop events to a Salesforce Open CTI panel,
  but there's no supported, installable adapter for it yet — what's shipped today is the
  connection and automatic activity logging above.
</Note>

## Common problems

* **No Task appears after a call.** Confirm the phone number matches a Contact or Lead in
  Salesforce exactly — matching is by phone number, not by name.
* **The connection shows disconnected.** Salesforce access tokens can be revoked from the
  Salesforce side (for example, by a Salesforce admin). Reconnect from **Integrations**.

## Next steps

<CardGroup cols={2}>
  <Card title="Answer, hold, transfer, and end a call" href="/agent/handle-a-call" />

  <Card title="Call detail records" href="/reports/call-detail-records" />

  <Card title="Place a click-to-call" href="/developers/cti/click-to-call" />

  <Card title="Embedded softphone" href="/developers/cti/embedded-softphone" />
</CardGroup>