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

# Salesforce

Salesforce provides customer relationship management (CRM) software and applications focused on sales, customer service, marketing automation, e-commerce, analytics etc.

The integration between **Salesforce** and **Togai** requires only a one-time setup. Follow the steps below:

## Install

<img src="https://mintcdn.com/zuora-togai/gpDI_SmUijp8C7vA/docs/integrations/images/salesforce-login.png?fit=max&auto=format&n=gpDI_SmUijp8C7vA&q=85&s=11d90b72f1a5683cc40e33d95328818a" alt="Login to Salesforce" width="3456" height="2160" data-path="docs/integrations/images/salesforce-login.png" />

* Navigate to the No code Center section from the left navigation bar in Togai
* Click on `Apps` to access the list of apps with tight integration support
* Locate and select `Salesforce` from the available apps
* Click on the `+Add connection` button
* You will be redirected to Salesforce login page
* Enter your Salesforce credentials and log in to your Salesforce account
* Click on `Accept` to grant Togai access to your Salesforce account
* You will be redirected back to Togai and the connection will be added to your account

## Flows

### 1. Togai - Salesforce Account Sync

* Flow is triggered on a new account creation in Salesforce
* Togai creates a corresponding customer and syncs the customer identifier between Togai and Salesforce.
* You can see this mapping of customer identifier in the Settings tab of every customer. The setting name for Salesforce customer identifier in Togai is `SalesforceAccountId`.

### 2. Togai - Salesforce Quote Sync

* Flow is triggered on a Quote accepted event in Salesforce
* Flow continues to fetch the Salesforce product from the Quote, so that it can be transformed into a Togai entity
* Togai creates a corresponding price plan for the Salesforce product
* Togai either marks the invoice created for the customer as paid or attaches a price plan to the customer depending on the Quote
