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

# Salesforce

> A direct API integration through a Connected App and OAuth.

Leads are created directly in Salesforce over its API. No email destinations.

This is the most involved CRM integration, because Salesforce requires a Connected App on your side.

## What you need

* A Salesforce administrator who can create a Connected App
* The credentials that app produces

<Warning>
  Set this up with your Salesforce admin. It needs org-level permissions that a standard user does not have.
</Warning>

## Set it up

<Steps>
  <Step title="Create a Connected App in Salesforce">
    Your Salesforce admin creates a Connected App enabled for OAuth, and records the credentials it issues.
  </Step>

  <Step title="Open the Salesforce sub-page">
    **Resource settings → Integrations → CRM → Salesforce**.
  </Step>

  <Step title="Authorize">
    Enter the credentials and complete the OAuth authorization to link Ekho to your Salesforce org.
  </Step>

  <Step title="Confirm field mapping">
    Check that Ekho's lead fields land on the right Salesforce fields for your org.
  </Step>

  <Step title="Save and test">
    Trigger a test lead and confirm it lands in Salesforce with the fields populated.
  </Step>
</Steps>

## Troubleshooting

| Symptom             | Usual cause                                                                  |
| ------------------- | ---------------------------------------------------------------------------- |
| Authorization fails | The Connected App is not enabled for OAuth, or the credentials were mistyped |
| Leads missing       | The authorization expired, or the connected user lost permissions            |
| Fields empty        | Field mapping does not match your org's configuration                        |

<Note>
  Because this is a direct API integration, a Salesforce-side permission change can break forwarding without anything changing in Ekho. If leads stop arriving, check the connection status first.
</Note>