> ## Documentation Index
> Fetch the complete documentation index at: https://koreai.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.
# Configuring the Salesforce CRM Action
[Back to Actions Integrations](/ai-for-service/integrations/overview#actions)
Connect Salesforce CRM to create, update, search, and delete leads and opportunities. See [Salesforce CRM](https://www.salesforce.com/) for more information.
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## Authorizations Supported
The XO Platform supports OAuth 2.0 authentication for Salesforce CRM. See [Setting Up Authorization Using OAuth v2](/ai-for-service/app-settings/dev-tools/bot-authorization/setting-up-authorization-using-oauth-v2) for details.
Salesforce CRM integration can only be authorized for Developer and Enterprise editions — not Trial. See [Salesforce documentation](https://help.salesforce.com/s/articleView?id=sf.accounts.htm\&type=5) for account types.
| Authorization Type | OAuth - System | OAuth - Custom |
| ---------------------------------------- | -------------- | -------------- |
| Pre-authorize the Integration | Yes | Yes |
| Allow Users to Authorize the Integration | Yes | Yes |
***
## Step 1: Enable the Salesforce CRM Action
**Prerequisites:**
* Create a developer account in [Salesforce CRM Help Center](https://help.salesforce.com/s/).
* Copy the Client ID, Client Secret Key, Authorization URL, and Callback URL.
**Steps:**
1. Go to **App Settings** > **Integrations** > **Actions**.
2. Select **Salesforce**.
### Pre-authorize the Integration
**System Authorization**
1. Go to **App Settings** > **Integrations** > **Actions** and select **Salesforce**.
2. In **Configurations**, select the **Authorization** tab.
3. Set **Authorization Type** to **Pre-authorize the Integration** > **OAuth**.
4. Select the **System** card and click **Authorize**.
5. You are redirected to `login.salesforce.com`. Enter credentials and click **Allow Access**.
**Custom Authorization**
1. Select **Custom** and click **Select Authorization** > **Create New**.
2. Select **OAuth v2**. See [Setting Up Authorization Using OAuth v2](/ai-for-service/app-settings/dev-tools/bot-authorization/setting-up-authorization-using-oauth-v2).
3. Enter the OAuth v2 credentials:
* Call back URL
* Identity Provider Name
* Client ID
* Client Secret
* Authorization URL
* Token Request URL
* Scope
* Refresh Token URL
4. Click **Save Auth**, then select the new profile.
5. Click **Authorize**, enter credentials at `login.salesforce.com`, and click **Allow Access**.
6. Click **Enable**.
The Salesforce action moves from *Available* to *Configured* after enabling.
### Allow End User to Authorize
1. Go to **App Settings** > **Integrations** > **Actions** and select **Salesforce**.
2. In **Configurations**, select the **Authorization** tab.
3. Set **Authorization Type** to **Allow Users to Authorize the Integration** > **OAuth**.
**System Authorization**
1. Select the **System** card.
2. Click **Enable**. A link is sent to the end user to authorize.
**Custom Authorization**
1. Select **Custom** and click **Select Authorization** > **Create New**, following the Custom Authorization steps above.
2. You can also select an existing profile:
3. Click **Enable**.
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## Step 2: Install the Salesforce Action Templates
1. On the **Integration Successful** dialog, click **Explore Templates**.
2. Click **Install** to begin installation.
3. Once installed, click **Go to Dialog**. A dialog task for each template is auto-created.
4. Select the desired dialog task and click **Proceed**.
5. The dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.
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