# Connect Boomerang to Salesforce

Boomerang integrates directly with Salesforce to surface warm introduction paths using your team's existing relationships. To get started, a Salesforce admin needs to create a dedicated integration user and authorize it within the Boomerang app.

***

### Before You Begin

Make sure you have:

* Admin access to both Salesforce and Boomerang
* The ability to create a new Salesforce user

***

### Step 1: Create a Dedicated Salesforce Integration User

Boomerang requires a dedicated Salesforce Integration User — this should be a standalone user account, not tied to any individual employee.

Set up the user with the required permissions before proceeding. See the full list of required permissions:\
\
**Object Permissions (Full Read Access)**

* Contact
* Account
* Opportunity
* Opportunity Contact Role (OCR)
* Account Contact Relationship (ACR)
* Task
* Event

**System Permissions**

* API Enabled
* Run Reports
* Manage Reports in Public Folders
* View Reports in Public Folders
* Create Report Folders
* Edit My Reports
* Create and Customize Reports
* Export Reports
* View All Users
* Approve Uninstalled Connected Apps

{% hint style="info" %}
The integration user account should be a permanent, non-personal account. Avoid using a named employee's credentials as this can cause disruption if the employee leaves or their account changes. 
{% endhint %}

***

### Step 2: Log In as the Integration User

Before connecting to Boomerang, you need to be actively logged into Salesforce **as the integration user**.

{% hint style="info" %}
**Important:** Use an **Incognito or Private browser window** to avoid session conflicts with your own Salesforce account. Do **not** use Salesforce's **"Login As"** feature — this will not work for the authorization flow. 
{% endhint %}

Integration users with **SSO, 2FA, or API-only access** are supported. If you see a login error on an API-only user, don't worry — authorization will still complete once the session is active. 

***

### Step 3: Connect Salesforce in the Boomerang App

1. Log into your **Boomerang account** by going to app.getboomerang.ai. Please ensure you have IT Admin or Super Connector Admin role on Boomerang.
2. In the bottom left corner, click on **Workspace Settings**. Navigate to **Integrations**. You will see all available integrations listed here.

![Settings shelf](/files/Sp6A5GIIvbH5Q4Hly2u4)

3. Select **Salesforce** tile and click **Connect**

![Salesforce connect button](/files/hvhETVVq9X3150zRHwpK)

4. Complete the **Salesforce authorization flow** in the browser window that opens. Once authorization is complete, Salesforce will show as **Connected** in your integrations.

***

### Troubleshooting

**Seeing a login error on an API-only user?** This is expected — proceed through the flow and authorization will complete successfully.

**Used "Login As" instead of a direct login?** Log out, open a private browser window, and log in directly as the integration user before retrying.

**Still having trouble connecting?** Reach out to <support@getboomerang.ai> and include the name of your Salesforce integration user and the error message you're seeing.


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