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

# Salesforce

> Connect Salesforce to Modus so your scopes have context from your CRM data.

Connect Salesforce so your CRM objects and records become context that Modus
can reason over. Salesforce connects over **OAuth** — see
[Connecting apps](/guides/connect-apps) for the general flow.

## Who can connect

The connecting user needs the **API Enabled** permission. If your org
pre-authorizes connected apps (**Admin approved users are pre-authorized**), a
**Salesforce admin** must add the user's profile or permission set to the Modus
app before it can connect.

## Connect

<Steps>
  <Step title="Start the connection">
    In [Modus](https://app.getmodus.com), go to **Integrations**, find **Salesforce**
    under **CRM**, and click **Connect**.
  </Step>

  <Step title="Authorize in Salesforce">
    Sign in to Salesforce and approve access in the popup. To connect a **sandbox**
    instead of production, sign in with your sandbox login.
  </Step>

  <Step title="Choose objects">
    Back in Modus, select the **objects** Modus should use as context.
  </Step>
</Steps>

## What Modus can access

Modus queries Salesforce **read-only** using SOQL — it reads records and
aggregates from the objects you select, and never writes to your org.

This is a **workspace** connection shared across your Modus organization.

Need help? Contact us at [support@getmodus.com](mailto:support@getmodus.com).