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> Use this file to discover available pages before exploring further.
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# Salesforce Integration

Connect **Salesforce** to Review Collect to automatically trigger your review requests from your CRM data.

## Connect Salesforce

1. Go to the [**Integrations**](https://app.review-collect.com/home/integrations/) page in Review Collect
2. Click **Salesforce → Connect**

You will be redirected to Salesforce to authorize Review Collect to access your account. The connection is secured with **OAuth 2.0**.

## Send us your configuration details

Then send the following to **your account manager**:

**1. Trigger object** — which object should we use to trigger review requests?
*Examples: Opportunity, Account, Lead…*

**2. Date field** — which Date field should we use to schedule the sending?
*Examples: "Conversion date", "Close date"…*

**3. Contact fields** — from which object(s) can we retrieve them? For each field, specify the object + the field name:

* ID
* Order date (or signup, activation… depending on your business)
* First name
* Last name
* Email
* Phone number
* Language (optional)

**4. Filters or exclusions (optional)** — do you have rules to exclude certain records?
*Example: exclude opportunities where the "Customer type" field = "B2B"*

Copy-paste template for your message:

```
Trigger object:
Date field:
ID:
Order date:
First name:
Last name:
Email:
Phone number:
Language (optional):
Filters / exclusions:
```

## We take care of the rest

Once we have your information, our team sets up the integration on our side.

**Estimated time: 24 to 72 hours after your details are sent.**