Use the Salesforce Connected Search integration to search for and preview Salesforce records in ClickUp! Search records, see detailed Salesforce link previews in tasks, and create new Salesforce tasks and leads from the AI Command Bar without leaving ClickUp.

If you need to sync all your Salesforce account and opportunity updates between ClickUp and Salesforce, read about the Salesforce Sync integration.

What you'll need

• The Salesforce Connected Search integration is available on the Business Plus and Enterprise Plans. Pricing and packaging are subject to change.
• Guests and limited members cannot use the Salesforce Connected Search integration.
• A Salesforce admin must install the ClickUp for Salesforce managed package in your Salesforce org before anyone can connect.

Install the Salesforce managed package

Before you can connect Salesforce Connected Search, a Salesforce admin must install the ClickUp for Salesforce managed package in your Salesforce org. Only Salesforce admins can install or upgrade the package.

To install or upgrade the package:

1. Open the install package and log in to Salesforce as an admin.
2. Select who can use the package:
   • Install for Admins Only
   • Install for All Users
   • Install for Specific Profiles
3. Click Install. If an earlier version is already installed, click Upgrade instead. Upgrading keeps your existing data.

After connecting, you should receive an email confirmation that the installation was successful. To manually confirm the package is installed:

1. In Salesforce, click the settings icon in the upper-right corner.
2. Select Open Advanced Setup.
3. In the Quick Find box, type Installed Packages and select Installed Packages.
4. Confirm ClickUp for Salesforce appears in the list.

After the package is installed, connect Salesforce in ClickUp. If you connected Salesforce before the package was installed, reconnect it from the App Center.

Connect Salesforce

To set up the integration:

1. Ensure the Salesforce managed package is installed.
   • If you haven't installed it, you'll see an error message on the Salesforce app in the App Center.
2. Open the App Center.
3. Search for and select Salesforce.
   • Optional: To deactivate personal connected search for Salesforce, click the toggle off.
4. Click Connect and follow the authorization steps. Only personal connections are supported.

Search Salesforce records using Connected Search

After enabling the integration, you can use Personal Connected Search to search Salesforce records in ClickUp.

The following Salesforce records can be searched:

• Tasks
• Opportunities
• Contacts
• Leads
• Accounts
• Quotes
• Contracts
• Case objects

Ask Brain or Super Agents about your Salesforce records!

Salesforce link previews

When you paste a Salesforce link mid-sentence or within existing text, it will display an inline link preview that you can hover over for more details.

When you paste a Salesforce link on a new line, you can choose to display it inline, as a live preview, or as a regular URL.

Link previews work in task descriptions, comments, Docs, and Chat messages. To manually change a link preview type, hover over it and click the ellipsis … icon.

If you select the Preview type, the following types of Salesforce URLs generate dynamic previews:

Task previews

Task previews include the following information:

• Name
• Owner
• Status
• Priority
• Due date

Opportunity previews

Opportunity previews include the following information:

• Name
• Owner
• Account
• Close date
• Creation date
• Status
• Amount

Contact previews

Contact previews include the following information:

• Name
• Account
• Title
• Email
• Phone number

Lead previews

Lead previews include the following information:

• Name
• Company
• Title
• Email
• Phone
• Status

Account previews

Account previews include the following information:

• Name
• Owner
• Type
• Contact

Case object previews

Case object previews include the following information:

• Case name
• Case number
• Contact
• Case owner
• Status
• Account

Salesforce app panel in Task view

After you paste your first Salesforce link in a task description or comment, you'll see a new Salesforce icon in the right sidebar of your Task view. You can click this icon at any time to see every Salesforce link posted in the task.

Previews are grouped by type. You can switch between grid and table layouts using the icons in the upper-right corner.

Use commands to create Salesforce tasks and leads

Create new Salesforce tasks or leads directly from ClickUp.

Create a Salesforce task

To create a new Salesforce task from ClickUp:

1. Open the AI Command Bar:
   • At the top of your Workspace, click Search.
   • Press Cmd + K on Mac or Ctrl + K on Windows.
2. Type Create New Salesforce Task.
3. Add task details.
4. Click Create.

Create a Salesforce lead

To create a new Salesforce lead from ClickUp:

1. Open the AI Command Bar:
   • At the top of your Workspace, click Search.
   • Press Cmd + K on Mac or Ctrl + K on Windows.
2. Type Create New Salesforce Lead.
3. Add task details.
4. Click Create.

Disconnect the integration with Salesforce

If you no longer wish to use the integration, you can disconnect it.

To disconnect the integration with Salesforce, from the App Center:

1. Browse for and select Salesforce.
2. Click the ellipsis ... menu and select Disconnect.

You can add the Salesforce Connected Search integration back to your Workspace at any time.

OAuth scopes

Below is a table of all OAuth scopes for the Salesforce Connected Search integration so you can make informed security and compliance decisions before enabling it in your Workspace.

FAQ

Frequently asked questions about the Salesforce Connected Search integration.

Can I customize which Salesforce item fields display in ClickUp?

Customization options are not currently available. You can view tasks, opportunities, contacts, leads, and accounts with predefined fields.

What happens to my data if I disconnect the integration?

Disconnecting the integration does not delete your data from either platform. When you disconnect, you'll lose the ability to view Salesforce link previews in ClickUp.

Can I track changes made through Salesforce in ClickUp?

Yes, changes made in Salesforce are updated in ClickUp link previews, ensuring your data stays synchronized across both platforms.

Can I integrate multiple Salesforce accounts with ClickUp?

No, each ClickUp member can only connect to one Salesforce account at a time using a personal connection.

If only I have Salesforce connected with ClickUp, what will other Workspace members see when I post a Salesforce URL in ClickUp?

Others will see an empty link preview with the option to connect Salesforce with ClickUp.