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Documentation Index

Fetch the complete documentation index at: https://docs.spotzee.com/llms.txt

Use this file to discover all available pages before exploring further.

Connecting Salesforce takes about two minutes and doesn’t involve sharing your password. Spotzee uses OAuth, so authorisation flows through Salesforce’s consent screen and you stay in control of permissions.
You need admin access to your Salesforce org or at least permission to authorise third-party OAuth apps. Connecting also requires the Spotzee project admin role.

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Pick your Salesforce environment

Three environment types are supported. Pick the one that matches the org you want to sync.
EnvironmentWhen to useLogin URL
ProductionYour live Salesforce orglogin.salesforce.com
SandboxTesting or stagingtest.salesforce.com
Custom domainYour org uses My Domain<yourdomain>.my.salesforce.com
If your org uses a custom domain, make sure to enter the full hostname when prompted. Spotzee uses it to generate the correct OAuth authorisation URL.

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Connect the integration

1

Open the Salesforce integration

Inside the project, open Integrations and pick Salesforce.
2

Start the connection

Choose Connect. Spotzee asks you to pick the environment (production, sandbox, or custom domain).
3

Authorise on Salesforce

You’ll be redirected to the Salesforce login page. Sign in with the user account that should hold the integration credentials. Review the requested permissions and approve.The authorising user matters: the OAuth token Spotzee stores inherits that user’s record visibility. Use a user with access to all the records you want to sync.
4

Land back in Spotzee

On approval, Salesforce redirects you back to Spotzee with a success message. The integration record is created with status Incomplete until you finish setup.

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What happens next

The integration is connected but not yet syncing. Status shows Incomplete until you finish three more steps:
  1. Pick objects and configure sync rules.
  2. Map Salesforce fields to Spotzee properties.
  3. The integration flips to Active automatically once both are saved.
The initial sync runs immediately after the integration goes Active.

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Reconnecting

OAuth tokens expire and can be revoked. You’ll need to reconnect when:
  • The Salesforce admin revokes the connected app.
  • The connecting user is deactivated or has their permissions changed.
  • Salesforce expires the OAuth refresh token (rare on long-lived integrations).
To reconnect, open the integration and choose Reconnect. The flow is identical to the initial connection. Reconnecting preserves your sync rules, field mappings, and history. Only the OAuth credentials are refreshed.

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One org per integration

Each Salesforce integration connects to exactly one Salesforce org. If you try to connect the same org twice, Spotzee detects the duplicate and stops you. Use multiple integrations only when you have multiple distinct Salesforce orgs to sync (for example, separate orgs per business unit).

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Next steps

Configure sync rules

Pick which objects to sync and filter records.

Map fields

Map Salesforce fields to Spotzee user properties.

Salesforce overview

What the integration does and what data flows.

Troubleshoot

OAuth failures and common connection issues.