> For the complete documentation index, see [llms.txt](https://docs.complycube.com/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.complycube.com/documentation/sdks/third-party-integrations/salesforce.md). # Salesforce ## Overview Our Salesforce integration lets you bring KYC and AML results, documents, and session status into your Salesforce org. Teams can review outcomes, trigger follow-ups, and report on compliance in one place. It works with both workflow-driven journeys and check-driven events. It also supports real-time updates through webhooks. ## Requirements * Salesforce Enterprise (or higher) recommended. * Admin access to install the managed package and create connected apps. * ComplyCube webhooks enabled for real-time updates. * Field mappings for your Lead/Contact/Account (or custom objects). ## Availability The detailed setup guide and managed package are currently available by invitation only. Contact your **Account Manager** to request access and onboarding support. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.complycube.com/documentation/sdks/third-party-integrations/salesforce.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.