Salesforce Integration
Connect Lira to Salesforce CRM with full OAuth 2.0 + PKCE support for enterprise-grade security.
Setup
- Go to Organization Settings → Integrations → Salesforce
- Click Connect Salesforce
- Authorize via Salesforce's OAuth 2.0 + PKCE flow
- Map members to Salesforce users
Capabilities
| Feature | Description |
|---|---|
| Accounts | Manage account records |
| Contacts | Create and update contacts |
| Opportunities | Track opportunities through stages |
| Leads | Manage lead records and conversion |
| Pipelines | List and manage opportunity pipelines |
| Notes | Log meeting summaries and call notes |
| SOQL | Execute custom queries against Salesforce data |
Authentication
Salesforce uses OAuth 2.0 with PKCE (Proof Key for Code Exchange) via the jsforce SDK. This provides enterprise-grade security without requiring a client secret on the frontend.