Salesforce setup

Connect Salesforce.Ready in three steps.

Install ContactScanner AI once in your Salesforce organization. After that, every user can connect their own account.

Install Salesforce package

No installation permission? Send the copied details to your Salesforce admin.

Secure OAuth. Your Salesforce password is never stored by ContactScanner AI.

How it works

  1. 1

    Install once

    Open the installer and choose “Install for All Users”.

  2. 2

    Return to the app

    Open Settings → CRM integrations → Salesforce → Connect.

  3. 3

    Sign in

    Approve access. Auto-sync starts automatically and can be disabled at any time.

Requires a production Salesforce organization with API access.

Installer permission: Download AppExchange Packages

About direct installation

The package is directly installable. Until the public AppExchange listing is available, Salesforce may show a distribution notice during installation.

Need help? Contact support