# Salesforce

There are 2 Core Integrations with Salesforce:

1. Lead Forms&#x20;
2. Engagement Data

For either, you'll need to begin by setting up the connection between Tourial and Salesforce.

If you plan on using Salesforce lead forms, head to [Lead Forms in Salesforce](https://app.gitbook.com/o/40vZjXEohfDRIzD8aWob/s/KaMCOI4HEb21AIKZlkHe/~/changes/5/integrations/salesforce/leads-forms-in-salesforce).

## Connect in the Tourial App <a href="#h_052d129266" id="h_052d129266"></a>

### Step 1: Connect your Salesforce account to Tourial <a href="#h_4f7b5ab5ac" id="h_4f7b5ab5ac"></a>

From your [integrations page](https://app.tourial.com/integrations), click Connect to begin the authentication process

<figure><img src="/files/zlUL3qWWxtSpRTI5gq96" alt=""><figcaption></figcaption></figure>

### Click Allow Access on the Salesforce verification page <a href="#h_3430641523" id="h_3430641523"></a>

<figure><img src="https://downloads.intercomcdn.com/i/o/674064851/17d3bf8a64c303ccdcdad298/e7db16d3-2bf0-4c40-add4-c40014ed4d39.png" alt=""><figcaption></figcaption></figure>

### Next you need to install the SFDC package

<figure><img src="/files/ToWk0aJnxTWl8dFtoEln" alt=""><figcaption></figcaption></figure>

### Turn on Engagement Activity <a href="#h_3430641523" id="h_3430641523"></a>

<figure><img src="/files/qzJYqc7km4hNE6OISuV9" alt=""><figcaption></figcaption></figure>

Once you've successfully connected your Salesforce account, you'll be redirected back to the Integrations page in the Tourial app.

Now, click Manage Integration >> Settings to get to Salesforce settings page.

In the section labeled Engagement Activity, you'll see a dropdown menu to turn Engagement Activity on or off.

To ensure Tourial engagement data is captured and sent to Salesforce, select Engagement Activity ON. **This must be done before engagement activity can send to Salesforce.**

<br>


---

# 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.navless.ai/integrations/map-crm-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.
