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

# Overview

> Overview of the Salesforce integration in Refold.

## Basic Overview

<CardGroup cols={2}>
  <Card title="Slug">
    Salesforce
  </Card>

  <Card title="Authentication Method">
    OAuth 2.0
  </Card>

  <Card title="Website">
    [https://www.salesforce.com/](https://www.salesforce.com/)
  </Card>

  <Card title="Developer Portal">
    [https://developer.salesforce.com/](https://developer.salesforce.com/)
  </Card>

  <Card title="API Reference">
    [Click here](https://developer.salesforce.com/docs/apis)
  </Card>

  <Card title="Supported Resources">
    Bi-directional, Webhook Events, Syncs
  </Card>
</CardGroup>

## Required Settings

* **Credentials required**
  * Consumer Key
  * Consumer Secret
  * Scopes

<Info>Learn how to create an OAuth app in Salesforce [here](https://docs.gocobalt.io/resources/integration-providers/salesforce).</Info>

* **Mandatory Scopes**

1. Manager user data via APIs(api)
2. Perform requests at any time (refresh\_token, offline\_access)

* **App Settings**

1. Require Secret for Refresh Token Flow
2. Enable Authorization Code and Credentials Flow
3. Enable Token Exchange Flow
4. Require Secret for Token Exchange Flow
5. Issue JSON Web Token (JWT)-based access tokens for named users

## Configurable Resources

<CardGroup cols={2}>
  <Card title="Account">
    Refold allows you to work with actions and triggers related to Accounts.
  </Card>

  <Card title="Contact">
    Refold allows you to work with actions and triggers related to Contacts.
  </Card>

  <Card title="Lead">
    Refold allows you to work with actions and triggers related to Leads.
  </Card>

  <Card title="Opportunity">
    Refold allows you to work with actions and triggers related to Opportunities.
  </Card>

  <Card title="Note">
    Refold allows you to work with actions related to Notes.
  </Card>
</CardGroup>