> For the complete documentation index, see [llms.txt](https://docs.ixhello.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/pre-requisites/integrate-salesforce-with-ix-hello.md).

# Integrate Salesforce with iX Hello

This step demonstrates how you can connect your Salesforce account to iX Hello. Upon successful integration, you can access your objects in Salesforce via iX Hello.

Login to [iX Hello](https://bots.ixhello.com/) and go to Studio Mode.

On the left navigation click on Integration-> Connect System and click on Add New Connection.

<figure><img src="/files/fv5XVnZx4NEXjVOiCUzR" alt=""><figcaption></figcaption></figure>

Fill in the following details.

<figure><img src="/files/YKfWytNnoW2BocxMceHd" alt=""><figcaption></figcaption></figure>

Once you click on “**Connect System**” button, you will be redirected to the Salesforce login page as shown below. Enter your username and password and click on “**Login**” button.

<figure><img src="/files/17XtLec9ax8vubZVTDzZ" alt="" width="563"><figcaption></figcaption></figure>

Once you are logged in, Salesforce might show a screen with permissions options, allow it. You will be redirected to the iX Hello platform with a success screen as shown below.

<figure><img src="/files/bVY5T0ZcMzXLb3JXedeL" alt=""><figcaption></figcaption></figure>

Now, you have successfully integrated Salesforce with the iX Hello.

Salesforce Custom will appear in the list as shown below.

<figure><img src="/files/0yzQYhu7jUvwUpN2Ayss" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/pre-requisites/integrate-salesforce-with-ix-hello.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
