> For the complete documentation index, see [llms.txt](https://docs.peakcommerce.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.peakcommerce.com/integrations/crm-and-revops/salesforce-integration/salesforce-sales-cloud-integration.md).

# Salesforce Sales Cloud

### **Overview**

To begin setting up your Sandbox or Production tenants of PeakCommerce, one of the initial steps is to integrate with a CRM system. This integration is necessary if you want to keep track of leads, customers, and sales in a CRM system. PeakCommerce offers integration with Salesforce, among other CRM systems.

To access the CRM Integrations page, go to Integrations > CRM. You can manage these settings by clicking the edit button at the bottom of the page.

### Connecting

PeakCommerce connects to Salesforce through a **Connected App** using the OAuth 2.0 **client-credentials flow**. You create the Connected App in Salesforce, choose the **Run As** user whose identity the integration acts under, and enter three values into **Integrations → CRM** in PeakCommerce: the **Login URL**, the **Consumer Key**, and the **Consumer Secret**.

For the full, step-by-step setup — including how to choose the Run As user, and what the upcoming move from Connected Apps to **External Client Apps** means for you — see [Connecting Salesforce with a Connected App](/integrations/crm-and-revops/salesforce-integration/connecting-salesforce-with-a-connected-app.md).

### What happens during the e-commerce journey

Once connected, PeakCommerce keeps Salesforce in step with the commerce lifecycle:

* **Lead creation:** when a visitor enters their details during a signup journey, a **Lead** is created in Salesforce.
* **Conversion to account:** when that visitor completes checkout, the Lead is **converted** into an Account (and Contact). The resulting Salesforce account ID can be recorded on the customer's billing account so the two systems stay linked.
* **In-app account creation:** when a sales rep or customer service rep creates a new customer account in-app, the Account is created in Salesforce once the order is submitted.

All of these writes are performed as the Connected App's **Run As** user and are recorded in **API Call Stats**, so any rejected or failed Salesforce call stays visible for diagnosis rather than being hidden.

### Related

* [Connecting Salesforce with a Connected App](/integrations/crm-and-revops/salesforce-integration/connecting-salesforce-with-a-connected-app.md)
* [What Salesforce apps does PeakCommerce natively integrate with?](/integrations/crm-and-revops/salesforce-integration/what-salesforce-apps-does-peakcommerce-natively-integrate-with.md)
* [Agentforce](/integrations/crm-and-revops/salesforce-integration/agentforce.md)


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