---
title: Salesforce setup
description: Connect Niyra to Salesforce. She reads opportunities, updates accounts, runs forecast pulls.
url: /docs/integration-salesforce-setup
lastUpdated: 2026-06-10
---

# Salesforce setup


## Steps

1. Settings → Connections → Salesforce → Connect.
2. Salesforce OAuth → log in → approve.
3. Pick the org (sandbox vs production).

## What Niyra can now do

- Read opportunities, accounts, contacts, leads.
- Update fields, stages, close dates, owners.
- Run reports by stage, owner, region, product.
- File a new lead/opportunity from chat or email context.
- Cross-reference with HubSpot if both are connected.

## First prompt to try

> "Forecast pull for this quarter: weighted pipeline by region. Bullet points."