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

# Salesforce

> Create or update Salesforce Leads from conversations.

Available on Pro and above.

## Connect

1. Open **Integrations** and click **Connect** on Salesforce.
2. Choose **Production** or **Sandbox** for the login.
3. Sign in to Salesforce in the window that opens and approve access.
4. Back in Lark, click **Validate connection**.

## Settings

* **Create or update Lead:** turn on to create a Lead for each new contact, or update the existing one.
* **Lead source:** the source value set on each Lead. The default is `Lark`.

Use **Send a test contact** to check it works, then **Save settings**.


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