How to Connect Salesforce to Skopx: Complete Integration Guide

Step-by-step guide to connecting Salesforce with Skopx for CRM analytics, pipeline tracking, and sales performance insights. Set up in under 60 seconds.

Prerequisites

• A Skopx account (sign up free)
• A Salesforce account with the data you want to analyze
• Your Anthropic API key (for AI-powered queries)

Step 1: Navigate to Integrations

Log in to your Skopx dashboard and click Integrations in the left sidebar. You will see all available integrations organized by category.

Step 2: Find Salesforce

Search for "Salesforce" in the search bar or browse the categories. Click the Connect button on the Salesforce card.

Step 3: Authorize Access

A popup window will appear asking you to authorize Skopx to access your Salesforce account. Review the permissions and click Allow. The connection is established in under 10 seconds.

Step 4: Start Querying

Once connected, go to any chat and start asking questions about your Salesforce data. For example:

• "Show me my recent Salesforce activity"
• "Summarize what happened in Salesforce this week"
• "Send a message via Salesforce"

What You Can Do With Salesforce Connected

With Salesforce integrated into Skopx, you can:

• Search: Find specific items, messages, or records across your Salesforce workspace
• Analyze: Get AI-powered insights on your Salesforce usage patterns and data
• Automate: Take actions in Salesforce directly from the Skopx chat (send messages, create items, update records)
• Report: Include Salesforce data in AI-generated reports and documents

Security

Your Salesforce connection uses encrypted OAuth tokens stored in Composio's secure vault. Skopx never sees your raw credentials. The connection can be revoked at any time from the Connections page.

Troubleshooting

If the connection fails, try:

1. Ensure you are logged into the correct Salesforce account
2. Check that popup windows are not blocked by your browser
3. Try disconnecting and reconnecting from the Connections page
4. Contact support@skopx.com if the issue persists