Salesforce is a CRM platform for managing customer relationships, sales pipelines, and support cases. The Salesforce connector lets your RShift Sites app query and update CRM records through your own Salesforce org. It’s designed for internal tools, customer portals, and support dashboards that need live access to Salesforce data.
| Use | If you want to |
|---|---|
| App + chat connector (this page) | Work with a shared Salesforce connection in the project chat and in your published apps |
| App user connector | Let each user of your published app connect their own Salesforce account and work with their own data |
With Salesforce, your app can:
- Query Accounts, Contacts, Leads, Cases, and other standard objects using SOQL.
- Display and filter CRM records in dashboards and internal tools.
- Create and update records via the Salesforce REST API.
- Run custom SOQL queries for reporting and data exports.
It’s a good fit for sales ops tools, support portals, and any app that surfaces Salesforce data to your team.
Common use cases and example apps
| Example app | Example prompt | Description |
|---|---|---|
| Support case dashboard | Use Salesforce and build a dashboard showing open Cases by priority and status. | A live view of your support queue, organized by priority. The app pulls Cases from Salesforce and groups them so agents can see what needs attention first. |
| Account health tracker | Use Salesforce and build an internal tool showing Account health scores and recent activity. | A per-account summary with activity history and key fields. The app runs SOQL queries to surface contact counts, open opportunities, and recent case history for each account. |
| Lead pipeline viewer | Use Salesforce and build a pipeline board showing Leads by stage and owner. | A Kanban-style board of your Leads, organized by sales stage. The app queries Salesforce Leads and renders them by status so reps can track progress across their pipeline. |
| Contact directory | Use Salesforce and build a searchable directory of Contacts with their account and role. | A filterable contact list tied to your Salesforce org. The app fetches Contact records and lets users search by name, account, or role without leaving the tool. |
| Case detail view | Use Salesforce and build a support portal where users can look up their Cases by email. | A self-service portal for customers to check their open Cases. The app queries Cases by supplied email and displays status, subject, and latest update for each one. |
| Sales activity report | Use Salesforce and build a weekly report of closed opportunities by rep. | An automated report of won opportunities, grouped by owner. The app runs a SOQL query against Opportunities and renders a summary table for your weekly sales review. |
How to connect Salesforce
Workspace admins and owners can connect Salesforce. You can create multiple Salesforce connections using different orgs or External Client Apps, which is useful for separating production and sandbox environments.
When the connection is created, Salesforce becomes available across all projects in the workspace. Anyone building in a project can ask RShift Sites in the project chat to link their project to it.
Prerequisites
Before connecting Salesforce, make sure you have:
- A Salesforce org (Developer Edition, production, or sandbox)
- A Salesforce External Client App with OAuth enabled (see Step 1 below)
- RShift Sites workspace owner or admin role
Step 1: Create a Salesforce External Client App
Salesforce uses External Client Apps to authorize third-party access via OAuth. You need to create one to get a Client ID and Client Secret for RShift Sites.
Open Setup in Salesforce
Sign in to your Salesforce org. Click the gear icon in the top-right corner and select Setup.
Navigate to App Manager
In the left sidebar, search for App Manager and select it under Apps.
Create a new External Client App
Click New External Client App in the top-right corner.
Fill in the required fields:
- Name: for example,
RShift Sites Integration - API Name: auto-populated from the name
- Contact Email: your email address
- Distribution State: leave set to Local
Enable OAuth settings
Expand the Enable OAuth section and check Enable OAuth.
Set the Callback URL to:
https://api.lovable.dev/workspaces/connectors/standard/oauth/callbackUnder Selected OAuth Scopes, add:
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
Leave all other settings at their defaults, then click Create.
Retrieve your credentials
Open your new app in Setup → External Client App Manager, select the Settings tab, and expand OAuth Settings.
Click Consumer Key and Secret to view your credentials:
- Consumer Key: this is your Client ID
- Consumer Secret: this is your Client Secret
Copy both values and store them securely.
See Salesforce External Client Apps documentation for more detail.
Step 2: Connect Salesforce to RShift Sites
Open Salesforce in Connectors
Go to Connectors and select Salesforce.
Add a connection
Click Add connection.
Enter your credentials
Fill in the connection fields:
- Display name: name the connection, for example
Salesforce Prod. This name is only used inside RShift Sites to identify the connection. - Environment: select Production for production orgs and Developer Edition. Select Sandbox only if your org is a
test.salesforce.comsandbox. - Account URL: your org’s My Domain URL, for example
https://acme.my.salesforce.com. Find this in Setup → My Domain. - Client ID: the Consumer Key from your External Client App.
- Client Secret: the Consumer Secret from your External Client App.
Choose who can use this connection
Under Sharing, the connection is private to you by default and shows a Private label. To share it, click Share with others. Then add workspace members by email, or click Invite entire workspace to make the connection available to everyone in your RShift Sites workspace.
See Who can use connections and clients for more information.
Authorize with Salesforce
Click Connect. The Salesforce authorization window opens, so make sure your browser doesn’t block pop-ups. If it does, RShift Sites redirects you instead.
Sign in to Salesforce if prompted, review the requested permissions, and click Allow.
You’ll be redirected back to RShift Sites with a confirmation.
When connected, anyone building in a project can ask RShift Sites in the project chat to link their project to Salesforce (based on configured connection-level access). Your RShift Sites apps can then query and update CRM records through your Salesforce org.
Limitations
The Salesforce connector cannot:
- Access orgs outside the
*.salesforce.comdomain. - Use Salesforce Bulk API or Streaming API endpoints.
Each connection represents a single Salesforce org shared across all projects linked to it.
If Salesforce authorization is revoked from the Salesforce side (for example, if the External Client App is deleted or the authorized user’s permissions change), you’ll need to reconnect the integration in RShift Sites before API calls can succeed again.
Troubleshooting
I get a redirect_uri_mismatch error when connecting.
Your Salesforce External Client App has the wrong callback URL. In your Salesforce app settings, set the callback URL to exactly:
https://api.lovable.dev/workspaces/connectors/standard/oauth/callbackSave the change in Salesforce, wait a few minutes for it to take effect, and connect again. Setups created before July 8, 2026 may have copied an incorrect URL from an earlier version of this page.
Manage your {connector_0} connection
Connections are managed from Connectors: select {connector_0}, then open the connection.
- Unlink projects to remove {connector_0} access from specific projects while keeping the connection available for others. See Unlink projects from a connection for the steps.
- Delete the connection to remove it from the workspace entirely. Deleting is permanent. It removes the credentials from all linked projects, and app features that use {connector_0} stop working until a new connection is added. See Delete a connection for the steps and who can delete.