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

# Salesforce Integration

> Sync accounts and push intelligent tasks directly to Salesforce.

The SignalArk Salesforce integration enables bidirectional data syncing and intelligent task creation to turn buyer signals into immediate sales actions.

## OAuth PKCE Flow & Environments

SignalArk supports connecting to both Production and Sandbox Salesforce environments using a secure OAuth PKCE flow.

1. Navigate to **Settings > Integrations**.
2. Click **Connect** under Salesforce.
3. Select your environment: **Production** or **Sandbox**.
4. Authorize SignalArk in Salesforce.

Tokens are stored securely per-workspace and feature single-flight refresh logic to ensure API reliability.

## Sync Capabilities

SignalArk supports pulling, pushing, or full bidirectional syncing of Salesforce objects:

* **Accounts**: Mapped to SignalArk Accounts.
* **Contacts**: Mapped to SignalArk Contacts.
* **Opportunities**: Mapped to SignalArk Deals.

You can manage sync directions and view mapping statistics directly from the Integration Manager.

## CRM Push & Task Creation

When pushing a signal to Salesforce, SignalArk does not create standard notes. Instead, it creates actionable **Tasks** to ensure your reps are prompted to take action.

The push process:

1. Resolves or creates the Salesforce Account based on the domain.
2. Resolves or creates the Salesforce Contact.
3. Creates a **Task** with a plain-text description containing the signal context, "Why Now" reasoning, and suggested outreach angles.

<Warning>
  **Content Quality Guardrails**: Just like the HubSpot integration, Salesforce pushes are protected by strict quality checks. Pushes containing generic AI-generated insights or missing domains will be blocked to maintain CRM hygiene.
</Warning>