> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/salesforce-integration.md).
# Salesforce integration
With sipgate, you can call directly in Salesforce and manage your contacts in the sipgate app. This way you always see who is calling and don't have to switch between different tools.
After you have connected sipgate with Salesforce, your existing contacts are automatically synchronized. All changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Salesforce. In addition, sipgate also updates your call activities for the respective contacts in Salesforce. This way you are always up to date and know when you called which of your contacts and what you noted about your conversation.
#### **Salesforce integration in the sipgate app:**
{% stepper %}
{% step %}
**Select integration**
In the sipgate app, click the gear icon on the left and select **Integrations** from.\
Under **Integrations** search for the entry **Salesforce** and click the button **Connect with Salesforce**. 
{% endstep %}
{% step %}
**Log in and connect**
Log in to your Salesforce instance and agree to the data exchange. This will successfully connect Salesforce and the sipgate app
{% endstep %}
{% endstepper %}
#### **What can I do if my contacts/leads do not load?**
If problems occur when loading contacts or leads, follow this path: **Salesforce ➔ Setup ➔ Administration ➔ Users ➔ Permission Sets**. Make sure the following permissions are enabled:
**Administrative permission**: API enabled (default: ON)
**Standard object permissions**:\
Accounts: Read/Create/Edit/Delete (default: ON)\
Contacts: Read/Create/Edit/Delete (default: ON)\
Leads: Read/Create/Edit/Delete (default: ON)\\
**How do I set up Click2Dial Tel for Salesforce?**
{% hint style="warning" %}
**Important:** The phone numbers of Salesforce contacts must be saved in the format +49xxxx so that Click2Dial can be used. In Salesforce **➔** Setup **➔** Call Center may not have another CTI solution active for Salesforce to be able to use Click2Dial.
{% endhint %}
{% tabs %}
{% tab title="Windows 10/11" %}
Go to Default apps **➔** Select default values by link type **➔** \[**Tel: sipgate]** (**Tel: sipgate"")** select as default values.
{% endtab %}
{% tab title="macOS 11-15" %}
FaceTime ➔ Settings ➔ General ➔ Default for calls ➔ set the sipgate app as the default.
{% endtab %}
{% tab title="macOS 26" %}
Apple no longer offers a setting here. Copy the phone number and paste it into the sipgate app to make the call.\\
{% hint style="warning" %}
**Exception**: If migrating from MacOS 15 **➔** 26 **and** If the sipgate app was already set for calls in FaceTime, click2Dial via the sipgate app continues to work.
{% endhint %}
{% endtab %}
{% endtabs %}
#### **How can I enter notes for a call in Salesforce (Call Logging)?**
* During the call in the **notes field** leave a message
* After the call has ended, **click into the note field within 10 seconds** and enter note
* After the call, select the desired entry via the call list and enter note
{% hint style="warning" %}
**Important:** Note that only open opportunities are suggested if you want to attach the notes to the opportunities.
{% endhint %}
**Save notes during a call**
* in Salesforce via Contact ➔ Activity ➔ Completed outgoing call (sipgate app)
* in the activities under Details ➔ Comment you can see the note field
* optionally you can create a task: Call ➔ Email ➔ select Task
**after the call, record note via call list**
* in Salesforce **➔** contact **➔** Activity **➔** Completed outgoing call (sipgate app)
* in the activity details **➔** Comment you can see the note
* Task must be created directly in the call or **at the latest** 10s after call
Alternatively, you can create the notes directly in the sipgate app during or after the call. These are then automatically updated in Salesforce and assigned to the call or deal.\\
#### Errors and solutions
Error: Connecting Salesforce does not work: “OAuth error”
**Error: Connecting Salesforce does not work: “OAuth error”**\
\- OAUTH\_APPROVAL\_ERROR\_GENERIC\
**Cause**: unclear, several solutions are possible here\
**Approach**:\
Salesforce **➔** Setup **➔** Administration **➔** user **➔** open affected users\
Check which profile is used, if necessary “Identity user”\
Salesforce **➔** Setup **➔** Administration **➔** Profiles: open “identity user”\
\&#xNAN;**➔** API Enabled: active
Salesforce **➔** Setup **➔** Platform Tools **➔** Apps **➔** Connected Apps **➔** Connected Apps OAuth Usage **➔** sipgate\*\*➔\*\*Edit Policies\
\&#xNAN;**➔** OAuth Policies: all users may self-authorize\
\&#xNAN;**➔** IP Relaxation: Refresh token is valid until revoked\
\&#xNAN;**➔** Timeout Value: none
Salesforce **➔** Setup **➔** Settings **➔** Identity **➔** OAuth and OpenID Connect Flows\
-> Enable Allow OAuth Username-Password Flows\
-> Enable Allow OAuth User-Agent Flows\\
---
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