Salesforce
Connect Salesforce so Eric can follow leads and opportunities after the form.
How-to guide · Last updated 27 October 2026
Eric reads your Salesforce leads and opportunities. He only runs read queries and does not change anything in Salesforce.
Before you start
- A Salesforce login that can see the leads and opportunities for this business.
- In Eric, you need to be the owner or someone who Can change things.
Connect Salesforce
- Sign in to Eric. You need to be the owner of the business, or someone who Can change things.
- Open Connections from the menu on the left.
- Click the Connect your CRM row, then the Connect your CRM button inside it.
- Pick Salesforce from the list.
- Your browser goes to a secure connection page and then to Salesforce's own sign-in. Sign in and approve read access.
- You come back to Connections. Eric tells you what he can now read, or asks you one question to finish.
The connection page asks for a subdomain and an endpoint. As Eric says under Salesforce: "Leave both as they are and press Connect. I find your real instance after you sign in."
Disconnect or reconnect Salesforce
- Open Connections from the menu on the left (under Setup).
- Click the Connect your CRM row to open it. Salesforce is listed with its status.
- Click Disconnect next to Salesforce. Eric says what will happen; click Disconnect again to confirm, or Keep it.
- To connect again, click Add another (or Connect your CRM if nothing else is connected there) and pick Salesforce.
Important: Disconnecting Salesforce stops Eric reading it and deletes what he had already read from it. Connecting again reads the history again from the start.
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