> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM & Playbooks

> Automations to operationalize your sales process.

## Setting up Salesforce

The **Salesforce integration** allows you to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts.

To connect Salesforce, follow these steps:

<Steps>
  <Step title="Connect Salesforce">
    Navigate to `Integrations` in Settings and select `Salesforce`. Click on
    `Connect` and follow the instructions to authorize your Salesforce account.

    <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-integration.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=3fddca05ae133913b639dfa7367cb1bc" alt="Salesforce Integration" width="1736" height="772" data-path="images/salesforce-integration.png" />

    Once you've connected your Salesforce account, a `Playbook` will be automatically created to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts.

    You can click view to manage the `Playbook` or refine the `Audience` filters.

    <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-integration-connected.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=a04bca1530f5a4f4034c5abf7d438097" alt="Salesforce Integration Connected" width="1736" height="772" data-path="images/salesforce-integration-connected.png" />
  </Step>

  <Step title="Edit your Salesforce Object page">
    Navigate to your Salesforce object page that you'd like to edit (Opportunity, Lead, Contact, or Account). Select `Edit Page` under the `Setup Menu`.

    <Frame>
      <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-opportunity-page.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=5d55cf8886b3480dadf5625b419e2b81" alt="Salesforce Opportunity page" width="1280" height="706" data-path="images/salesforce-opportunity-page.png" />
    </Frame>

    Search for `Dynamic Related List - Single` in the `Components` search field.

    <Frame>
      <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-component-list.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=7e26bd4cb3f25a63d89e8305149e407c" alt="Salesforce component list" width="1280" height="706" data-path="images/salesforce-component-list.png" />
    </Frame>

    Search for `Dynamic Related List - Single` in the `Components` search field.

    <Frame>
      <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-component-list.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=7e26bd4cb3f25a63d89e8305149e407c" alt="Salesforce component list" width="1280" height="706" data-path="images/salesforce-component-list.png" />
    </Frame>

    Search for `Navattic Session` in the Related List field. Make sure that the Parent Record is set to the default `Use This Opportunity` (or the relevant Salesforce object).

    <Frame>
      <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-navattic-session.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=ae266e6f1f150d224d694e86b2c639e0" alt="Salesforce Navattic Session" width="1280" height="706" data-path="images/salesforce-navattic-session.png" />
    </Frame>

    Update the `Related List Fields` to show the following fields:

    * Email
    * Demos
    * Duration (minutes)
    * Full Name
    * Flows
    * Steps Viewed
    * Very Interested Areas
    * Somewhat Interested Areas
    * Not Interested Areas
    * Session ID

    <Frame>
      <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-navattic-fields.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=471e52c6be51f3c236c35d596ab19fe0" alt="Salesforce Navattic Fields" width="1280" height="706" data-path="images/salesforce-navattic-fields.png" />
    </Frame>

    Save the Page Builder and exit to the page layout.

    Once a visitor views the interactive demo share link and completes their session, this will be logged in Salesforce.

    <Frame>
      <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-opportunity-navattic-data.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=6d330851a3986e5c7e86a2ccb1c15eb0" alt="Salesforce Opportunity Navattic Data" width="2560" height="1184" data-path="images/salesforce-opportunity-navattic-data.png" />
    </Frame>

    <br />

    <Frame>
      <img className="rounded-xl border overflow-hidden" src="https://mintcdn.com/navattic-app/Wym34-C-snZlIePn/images/salesforce-opportunity-navattic-session-data.png?fit=max&auto=format&n=Wym34-C-snZlIePn&q=85&s=05ebdf84de1ddcec886e072a5d1ac47c" alt="Salesforce Opportunity Navattic Session Data" width="2560" height="510" data-path="images/salesforce-opportunity-navattic-session-data.png" />
    </Frame>

    <Icon icon="party-popper" /> **Congratulations** -- You've finished setting up Salesforce with Navattic. Reps can now connect <a href="/launchpad/share/demos#add-salesforce-opportunity">Salesforce opportunities to demos</a>.
  </Step>
</Steps>