# 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.


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# Agent Instructions: 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:

```
GET https://docs.complycube.com/documentation/sdks/third-party-integrations/salesforce.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.
