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

# Salesforce

> Connect Salesforce to Windmill to sync accounts, opportunities, and pipeline activity so revenue context appears in recaps, 1:1 prep, and performance reviews.

## Benefits of connecting Salesforce to Windmill

Connecting Salesforce to Windmill brings sales and customer-impacting work directly into recaps, performance reviews, and 1:1s — without requiring reps or managers to manually summarize activity.

* Automatically captures deal progress, account work, and follow-through
* Makes sales activity available for weekly recaps when those activities are relevant
* Ensures employees get credit for the relationship-building and momentum they drive
* Reduces prep time for performance reviews and calibration cycles
* Helps managers coach more effectively using real customer context
* Makes evaluations more fair, consistent, and grounded in measurable outcomes

Windmill transforms ongoing Salesforce activity into structured insight for coaching, development, and recognition.

## Connected data

When Salesforce is connected, Windmill securely reads **high-signal revenue and customer interaction data**:

| Data Type                              | How Windmill Uses It                                                  |
| -------------------------------------- | --------------------------------------------------------------------- |
| Opportunities and stage history        | Shows pipeline movement, deal strategy, and momentum                  |
| Accounts                               | Provides customer context and attributes work to the correct employee |
| Contacts and opportunity contact roles | Links relationship-building activity to deals                         |
| Leads                                  | Captures early-stage prospecting and lead conversion                  |
| Tasks and events                       | Highlights follow-through, engagement, and activity patterns          |
| Notes                                  | Adds qualitative context for coaching and feedback                    |
| Users, roles, and groups               | Maps team structure and deal ownership                                |
| Field change history                   | Tracks how opportunities, accounts, contacts, and leads evolve        |

> Windmill syncs **only the fields required** to provide performance context — *not your entire CRM dataset.*

<Info>
  Learn more about [how Windmill syncs opportunities from Salesforce](/data/deals).
</Info>

## Permissions

Windmill requests only two OAuth scopes from Salesforce:

| Scope           | Purpose                                                             |
| --------------- | ------------------------------------------------------------------- |
| `api`           | Allows Windmill to read Salesforce data via the REST API            |
| `refresh_token` | Keeps the integration connected without requiring repeated sign-ins |

Windmill uses these scopes to **read** opportunities, accounts, contacts, and activity metadata — it never writes, edits, or deletes any data in Salesforce.

> Windmill follows **least-privilege access** and stores only what is necessary for coaching and evaluation.

## Enabling field tracking history

To ensure Windmill can track changes to Salesforce objects, you need to enable field tracking history:

1. Go to **Object Manager** in Salesforce
2. Select the object you want to track (e.g., Lead, Account, Contact)
3. Go to **Fields & Relationships**
4. Click **Set History Tracking**
5. Select **Enable History**
6. Select the fields you want to track

<Tip>
  Enable field tracking for all objects you want Windmill to monitor for activity.
</Tip>

## Prerequisites

You need to be a Salesforce Administrator and have your Salesforce Instance URL to connect Salesforce.

## FAQs

<AccordionGroup>
  <Accordion title="Does Windmill sync email content from Salesforce?">
    No. Windmill syncs metadata (e.g., that a follow-up occurred), not message bodies.
  </Accordion>

  <Accordion title="Can we choose which pipelines, teams, or objects sync?">
    Yes. During setup, you select which data objects and employee groups are included. You can modify or revoke access at any time.
  </Accordion>

  <Accordion title="Can Salesforce call activity appear in recaps?">
    Yes. When Salesforce is connected, Windy can use synced activity and stats, including logged calls, to inform weekly recaps when that context is relevant.

    Asking Windy to include Salesforce call metrics in a single recap does not save that request as an ongoing rule. For future recaps, ask again during recap confirmation or reuse a saved prompt template.
  </Accordion>

  <Accordion title="Does Windmill write anything back into Salesforce?">
    No. The integration is strictly read-only.
  </Accordion>

  <Accordion title="How often does Windmill sync data?">
    Continuously. Updates appear in Windmill shortly after they occur in Salesforce.
  </Accordion>

  <Accordion title="Is the integration secure?">
    Yes. All data is encrypted in transit and at rest. Windmill maintains SOC 2-level security standards and uses scoped OAuth tokens.
  </Accordion>

  <Accordion title="What happens when a rep changes roles or leaves the company?">
    Their historical contributions remain visible for review context, but Windmill stops attributing new work once they are deactivated.
  </Accordion>
</AccordionGroup>