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Connect Salesforce so Doris can import accounts, contacts, opportunities, owners and stages. A workspace admin does this once for the whole workspace. Salesforce needs an app that your organization owns. You create an External Client App in Salesforce, then give its key and secret to Doris.

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Before you start

You need:
  • A Doris role that can connect integrations. See People & access.
  • A Salesforce admin who can create an External Client App.
  • A Salesforce user to authorize the connection. Use an admin or a dedicated integration user.
  • No other CRM connected in Doris. Doris uses one CRM for each workspace.
The authorizing Salesforce user needs:
  • API access
  • Read access to User, Account, Contact and Opportunity, and to opportunity stages and owners
  • Edit access to Account, Contact and Opportunity if Doris will update CRM fields
  • Create access to Task if Doris will write notes back to Salesforce
A dedicated integration user is better than a rep’s account. The connection keeps working when people change roles.

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1. Start the connection in Doris

1

Open Integrations

Go to Settings > Workspace > Integrations.
2

Choose Salesforce

Select Add integration. In CRM, select Connect next to Salesforce. The Connect Salesforce dialog opens.
3

Choose the environment

In Salesforce environment, choose Production (login.salesforce.com) or Sandbox (test.salesforce.com).
4

Copy the callback URL

The dialog shows the callback URL. Select the copy button. You need it in Salesforce. In production it is:
Keep the dialog open.

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2. Create the External Client App in Salesforce

1

Open the app manager

In Salesforce Setup, open Apps > External Client Apps > External Client App Manager.
2

Create the app

Create a new External Client App. Turn on the OAuth settings.
3

Add the callback URL

Paste the callback URL from Doris. It must match exactly.
4

Add the OAuth scopes

Add these scopes:
5

Turn on PKCE

Turn on the Web Server Flow. Require PKCE with the S256 challenge method.
6

Copy the credentials

Save the app. Copy its Consumer Key and Consumer Secret.

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3. Authorize in Doris

1

Paste the credentials

In the Connect Salesforce dialog, paste the Consumer Key and Consumer Secret. Doris encrypts the secret and never shows it again.
2

Authorize

Select Save and authorize. Salesforce opens. Sign in as the integration user and approve access.
3

Return to Doris

Salesforce sends you back to Doris. The banner says Salesforce connected. Select Finish setup.
Authorization does not import CRM data. Doris imports nothing until you finish the setup below.

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4. Choose what Doris imports

The setup page is named Set up Salesforce. It has five steps: Authority, Pipelines, Record owners, Review and Initial import.
1

Pipelines

Choose the pipelines to import. Doris imports only records in the pipelines you select.
2

Record owners

Choose All CRM owners or Selected CRM owners. With selected owners, Doris processes only records those owners own.
3

Save

Select Save configuration. If you change the owner choice, Doris asks you to confirm it.
4

Start the import

In Review and start initial import, check the summary. Select Activate and start import.
Doris always imports amount, close date, stage, owner and pipeline. To import more deal fields, select Choose fields after setup, or open the Fields tab on the connection.
The record owners you select also filter Gong calls. If you choose Selected CRM owners and select nobody, Doris ignores every Gong call.

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What syncs

Doris checks Salesforce for changes every 15 minutes. Doris writes notes back to Salesforce as Task records when that write is turned on for your workspace.

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Troubleshooting

The callback URL in Salesforce must match the one in the Doris dialog exactly. Check for a missing https or an extra slash.
Start again and choose Sandbox in Salesforce environment. Production and sandbox use different sign-in domains.
Open the Salesforce connection, then the Connection tab. Select Disconnect. Connect again with a user from the correct org. Doris checks the org identity during authorization.
Check the pipelines and record owners on the Configuration tab. Then check the integration user’s object permissions and field-level security.
Doris uses one CRM for each workspace. Disconnect the current CRM before you connect Salesforce.