Salesforce

The Salesforce connector indexes CRM data including accounts, contacts, opportunities, and cases.

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What gets indexed

• Accounts
• Contacts
• Opportunities
• Cases
• Leads
• Custom objects
• Notes and attachments

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Setup

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1. Create a Connected App

1. In Salesforce Setup, go to App Manager
2. Click “New Connected App”
3. Configure:
   • Name: “Grapevine”
   • Contact Email: your email
   • Enable OAuth Settings
   • Callback URL: https://auth.getgrapevine.ai/callback/salesforce

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2. Set OAuth scopes

Add these scopes:

• Access and manage your data (api)
• Perform requests on your behalf at any time (refresh_token, offline_access)
• Access your basic information (id, profile, email, address, phone)

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3. Connect to Grapevine

1. In Grapevine, go to Integrations
2. Click “Connect” on Salesforce
3. Authorize with Salesforce
4. Select objects to index

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Permissions

Salesforce permissions are preserved:

• Users only see records they have access to
• Sharing rules are respected
• Private records remain private

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Change Data Capture

For real-time updates, enable Change Data Capture:

1. In Salesforce Setup, go to Change Data Capture
2. Enable CDC for objects:
   • Account
   • Contact
   • Opportunity
   • Case
   • Lead

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Indexed fields

Standard fields for each object are indexed, plus:

• Custom fields
• Formula fields
• Lookup relationships
• Notes and attachments

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Limitations

• Maximum 1,000,000 records per object
• Archived records are not indexed
• Some custom objects may have limited support
• Large attachments (>10MB) are not indexed