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Salesforce Integration

Turn CRM Data into
Product Insights

Stop letting feature requests hide in Salesforce Cases and Opportunities. IdeaLift captures CRM data as signals in your inbox with AI categorization. Review and decide what makes it to your issue tracker.

Connect SalesforceView Setup Guide
SOC 2 Compliant
Encrypted Tokens
Enterprise Ready

Powerful CRM-to-Product Pipeline

Bridge the gap between your sales and support teams and your product roadmap.

Bidirectional Sync

Pull Cases, Opportunities, and Contacts into IdeaLift as ideas. Push ideas back to Salesforce as new Cases.

AI Categorization

Automatically categorize imported records into themes like feature requests, bug reports, and UX feedback.

Field Mapping

Map custom Salesforce fields to idea properties. Preserve your CRM data structure in every imported idea.

Incremental Sync

Only new and modified records are synced every 30 minutes. No duplicate imports, no wasted API calls.

Account & Contact Enrichment

Attach customer context, account size, and contact details to every idea for better prioritization.

Multi-Object Support

Choose which Salesforce objects to sync: Cases, Opportunities, Contacts, or all three at once.

How It Works

From Salesforce record to tracked product idea in minutes.

1

Connect Salesforce

Authorize IdeaLift via OAuth to access your Salesforce org securely

2

Choose Objects

Select which objects to sync: Cases, Opportunities, Contacts, or all three

3

AI Processes

IdeaLift categorizes, deduplicates, and enriches records automatically

4

Review & Route

Signals appear in your IdeaLift inbox. Review, then push approved items to Jira, Linear, or GitHub

Routes to Your Tools

Approved signals from Salesforce push to your issue tracker.

J
Jira
L
Linear
G
GitHub
A
Azure DevOps

Frequently Asked Questions

How do I connect Salesforce to IdeaLift?
Go to the Integrations page in your IdeaLift dashboard and click "Connect Salesforce." You'll be redirected to Salesforce to authorize OAuth access. Once approved, IdeaLift will begin syncing your selected objects automatically.
Does it support Salesforce sandbox environments?
Yes! You can connect a Salesforce sandbox for testing before going live with your production org. Select "Sandbox" during the OAuth flow to connect to test.salesforce.com instead of login.salesforce.com.
What Salesforce objects are synced?
IdeaLift supports syncing Cases, Opportunities, and Contacts. You choose which object types to import during setup. Each object type maps to ideas with relevant context preserved.
Can I map custom Salesforce fields?
Yes. IdeaLift's field mapping lets you map any custom Salesforce field to idea properties like title, description, category, or custom fields. This ensures your CRM data structure is preserved.
How often does it sync?
IdeaLift runs an incremental sync every 30 minutes, pulling only new and modified records since the last sync. You can also trigger a manual sync from the dashboard at any time.
Is my data secure?
IdeaLift is SOC 2 compliant. All OAuth tokens are encrypted at rest with AES-256-GCM. Data is encrypted in transit via TLS. We only access the Salesforce objects you explicitly authorize.

Ready to Unlock Insights from Salesforce?

Stop letting valuable product feedback sit in your CRM. Turn every Case, Opportunity, and Contact into an actionable product idea.

Connect SalesforceTry Free