> 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 Sync KYC, identity verification, and AML data to Salesforce with the ComplyCube integration. ## 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 by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` 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 what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. 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.