Salesforce integration

Using our Salesforce integration

incident.io Engineering Team avatar
Written by incident.io Engineering Team
Updated over a week ago

Using our Salesforce integration, you can attach your customer accounts to incidents in only a few clicks, enabling smarter workflows and making data analysis easier and more impactful. πŸ’₯

Before configuring the integration, make sure that you have a view of Accounts configured in Salesforce so that you can easily identify it when you install.


πŸ›  Setting Up

1️⃣ Go to Settings > Integrations

Find the Salesforce integrations card, and click Install. You'll be redirected to Salesforce, where you can login as the user you'd like to connect with -- or, if you're already logged in, you'll see a modal prompting you to authorise Incident.io to access a variety of scopes within Salesforce.

Click Allow, and you'll be redirected back to your integration settings page to complete configuration. From here, choose an Account List to integrate with the Catalog.

⚠️ Note: Your integration will be considered "incomplete" until you do this.

Once this is done, you'll be able to see the list of your customers' accounts as entries under the new 'Salesforce Account' Catalog type.

At the moment, we don't support syncing custom fields on accounts. We pull in the following fields from Salesforce:

  • Name

  • Owner

  • Description

  • Employees

  • Industry

Also note that you can only sync one Account List, with a limit of 50,000 accounts that can be synced from this list.

That's it! πŸŽ‰

If you run into any issues, get in touch πŸ‘‹


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