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Documentation Index

Fetch the complete documentation index at: https://docs.meetdoris.com/llms.txt

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Connect your Salesforce CRM to keep Accounts, Contacts, and Opportunities in sync with Doris. Changes flow both ways — updates in either platform stay in sync automatically.
Salesforce is an organization-wide integration configured by an admin from Settings > Admin. CRM data is shared across your entire team.

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Setup

1

Navigate to Admin Settings

Go to Settings > Admin in the Doris sidebar (admin only).
2

Connect Salesforce

Click Salesforce > Connect. You’ll be redirected to Salesforce to sign in and authorize access.
3

Grant permissions

Authorize Doris to access your Salesforce org. Doris needs read/write access to Accounts, Contacts, and Opportunities.
4

Wait for initial sync

Doris will begin syncing your CRM data. Initial sync may take a few minutes depending on the size of your Salesforce database.

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What Syncs

Salesforce ObjectDoris ObjectDirection
AccountsCompaniesBoth ways
ContactsContactsBoth ways
OpportunitiesDealsBoth ways
Sync happens automatically — changes are reflected in near real-time.

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What It Does

Once connected, Salesforce data powers several Doris features:
  • Deals — Your Salesforce opportunities appear in the Doris pipeline with AI qualification scores
  • Home — Account and contact profiles are enriched with CRM data
  • AI Chat — Ask questions about any account, contact, or opportunity from Salesforce
  • Deal Qualification — Opportunities are automatically scored based on conversation evidence

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Tips & Troubleshooting

Doris syncs standard Salesforce fields (name, amount, stage, close date, etc.). Custom fields are not synced at this time.
If you notice sync delays, an admin can re-authorize the connection from Settings > Admin to refresh it.
Disconnecting Salesforce will stop syncing new data but won’t delete existing data from Doris.