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

# Salesforce

> Authorize Rulebase in Salesforce to enrich customer and company records with Contact and Account data, and link them through Zendesk external IDs.

Connect Salesforce to Rulebase to enrich customers and companies with Salesforce Contact and Account data.

## Prerequisites

* You must have permission in Salesforce to authorize third-party apps.
* You must have the Administrator role in Rulebase.

## Installation

### Step 1: connect Salesforce

1. Log in to your [Rulebase dashboard](https://app.rulebase.co)
2. Go to **Settings** > **Integrations**
3. Find **Salesforce** in the list and click **Add**
4. Sign in with your Salesforce credentials
5. Authorize Rulebase to access your Salesforce account

## Zendesk bridge

If Zendesk is also connected, Rulebase can link Salesforce records to Rulebase customers and companies.

To enable this, set the `external_id` field on your Zendesk users and organizations to the corresponding Salesforce Contact ID or Account ID. Rulebase detects the link and syncs enrichment data.

## Next steps

Once connected, Rulebase starts syncing Contact and Account data.

* Customer records are enriched with name, email, and phone from Salesforce Contacts
* Company records are enriched with name from Salesforce Accounts
* If you also use Zendesk, confirm your `external_id` values are set to valid Salesforce IDs to enable automatic linking