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

# Salesforce integration

> Connect Salesforce in Forecastable, install the connector package, configure sync settings, and map Lead fields.

Connect Salesforce to sync accounts and partner lead/opportunity mappings into Forecastable. This guide covers the Forecastable connection flow and the required Lead field mapping.

## Connect Salesforce in Forecastable

Salesforce appears under **CRM** when your Forecastable organization has Salesforce configured.

Start on [Settings → Integrations](https://app.forecastable.com/settings/integrations).

<Frame caption="Salesforce integration card">
  <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/card.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=817d01109f12c95c4ac56b922b21e7fe" alt="Salesforce integration card" className="max-w-[480px]" width="580" height="442" data-path="images/integrations/salesforce/card.png" />
</Frame>

1. On the **Salesforce** card, click **Connect**.
2. Complete Salesforce login in the OAuth popup.
3. Click **Install package** for a new installation. If Forecastable detects an older package version, click **Update package** to install the current release.
4. After the package is installed, open **Salesforce settings** to configure partner account types, lead mapping, opportunity mapping, and account syncs.

<Frame caption="Salesforce account sync settings">
  <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/settings-dialog.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=780c6be33718d27ef2d9d88c0d986c2c" alt="Salesforce account syncs settings dialog" width="2400" height="1872" data-path="images/integrations/salesforce/settings-dialog.png" />
</Frame>

Disconnecting Salesforce also deletes Salesforce sync settings for the organization.

## Post-install steps in Salesforce

After the Forecastable connector package is installed, configure Lead field mapping so Lead conversion keeps Forecastable fields in sync.

### Before you start

Make sure you have:

* installed the Forecastable connector package in Salesforce
* Salesforce admin access (or enough access to manage Object Manager)

## Configure Lead field mapping (required)

Map Forecastable Lead fields to Opportunity fields so values carry over when a Lead is converted.

1. Click the **Setup** (gear) icon and open **Setup**.

   <Frame caption="Open Setup">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/setup-gear.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=f29d6d3c396e9980526bc4a2fe8d7195" alt="Salesforce gear menu with Setup selected" width="1376" height="776" data-path="images/integrations/salesforce/setup-gear.png" />
   </Frame>

2. Navigate to **Object Manager**.

   <Frame caption="Open Object Manager">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/object-manager.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=a665ea50c0b5a6c7fc23f8b4019f1eb4" alt="Salesforce Setup with Object Manager selected" width="1376" height="776" data-path="images/integrations/salesforce/object-manager.png" />
   </Frame>

3. In Quick Find, search for **Lead** and select **Lead**.

   <Frame caption="Select the Lead object">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/select-lead.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=84be725d16034eb669d6d3b553d79690" alt="Object Manager Quick Find with Lead selected" width="1376" height="776" data-path="images/integrations/salesforce/select-lead.png" />
   </Frame>

4. Click **Fields & Relationships**.

   <Frame caption="Open Fields and Relationships">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/fields-and-relationships.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=8f4214da2d59c4741ffe5e11070652ee" alt="Lead object sidebar with Fields and Relationships selected" width="1376" height="776" data-path="images/integrations/salesforce/fields-and-relationships.png" />
   </Frame>

5. Select **Map Lead Fields**.

   <Frame caption="Open Map Lead Fields">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/map-lead-fields.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=03c7dc883eb43c088d4cfaf30a827458" alt="Fields and Relationships page with Map Lead Fields highlighted" width="1376" height="776" data-path="images/integrations/salesforce/map-lead-fields.png" />
   </Frame>

6. Open the **Opportunity** tab.

   <Frame caption="Open the Opportunity mapping tab">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/opportunity-tab.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=1221ccd73c597d392a72ef6172fef7fe" alt="Map Lead Fields page with the Opportunity tab selected" width="1376" height="776" data-path="images/integrations/salesforce/opportunity-tab.png" />
   </Frame>

7. Configure these field mappings:

   | Lead field           | Opportunity field    |
   | -------------------- | -------------------- |
   | Forecastable Lead Id | Forecastable Lead Id |
   | Partner Account      | Partner Account      |

   <Frame caption="Map Forecastable Lead fields to Opportunity fields">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/configure-field-mappings.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=5ae6d110e10db1638984dff2573fe07d" alt="Lead to Opportunity field mappings for Forecastable Lead Id and Partner Account" width="1376" height="776" data-path="images/integrations/salesforce/configure-field-mappings.png" />
   </Frame>

8. Click **Save** to apply the field mappings.

   <Frame caption="Save the Lead field mappings">
     <img src="https://mintcdn.com/forecastable/fU69crspsqRT-kfC/images/integrations/salesforce/save-field-mappings.png?fit=max&auto=format&n=fU69crspsqRT-kfC&q=85&s=152eeefb4886fe44c4fe8080ee97beb8" alt="Save button on the Map Lead Fields page" width="1376" height="776" data-path="images/integrations/salesforce/save-field-mappings.png" />
   </Frame>

## Verify the setup

After completing the field mapping, converting a Lead to an Opportunity carries over **Forecastable Lead Id** and **Partner Account**.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Forecastable Lead Id or Partner Account is empty after Lead conversion">
    Re-open **Setup → Object Manager → Lead → Fields & Relationships → Map Lead Fields**, select the **Opportunity** tab, and confirm both fields are mapped to their matching Opportunity fields before saving again.
  </Accordion>
</AccordionGroup>