The 15Five AI Salesforce integration connects your Salesforce org to 15Five AI, bringing CRM data — accounts, opportunities, leads, contacts, and activity — into the context agents draw on. The integration runs through a single dedicated integration user you configure in Salesforce; that account's permissions define exactly what 15Five AI can access.
Access and Availability
| Role | Requirement |
|---|---|
| Salesforce admin | Required to create and configure the integration user and manage OAuth/Connected App policies |
| 15Five Company Admin or IT Admin | Required to connect the integration from Agents Hub |
The same person can hold both roles, or two people can coordinate setup. A dedicated integration user (service account) is strongly recommended over a personal employee account — if the connected account is deactivated or changes roles, the integration will stop working.
A Production or Sandbox Salesforce org with API access enabled is required.
Note: To ensure the highest level of security, 15Five is continually investing in our overall information security program, resources, and expertise. To review 15Five's security documents, and how we handle your company data, see our Trust Website.
Feature Structure
The integration is configured from Agents Hub > Integrations > Salesforce.
Permissions and access
The integration user defines what 15Five AI can see. 15Five AI connects to Salesforce using a single main account, called the integration user, rather than each employee’s individual login. The data that 15Five AI can access depends on what this integration user is allowed to read in Salesforce. If the integration user cannot read certain records, those records will not be available to 15Five AI, which limits the insights it can provide when the features are activated.
You set that scope in Salesforce. All data goes through this one account, so controlling access to it is key for the entire integration. The profile and permission settings of the integration user in Salesforce decide what 15Five AI can access. You can easily expand or limit this access at any time using Salesforce's permission tools, without changing the connection itself.
You choose what's included. Standard Salesforce objects are currently synchronized. You can control which objects are included by managing the integration user's object access.
Administrative permissions
| Permission | What it's used for |
|---|---|
| API Enabled | Allow the integration user to connect and read data through the Salesforce API. |
| View Setup and Configuration | Read org configuration needed to interpret records and metadata correctly. |
| View Roles and Role Hierarchy | Read the role hierarchy so 15Five AI can provide role-aware insights |
| View All Users | Identify users so the integration can attribute records and activity accurately. |
| View All Profiles | Read profile information used when mapping access and ownership. |
| View Data Categories in Setup | Read data categories used to organize Knowledge content. |
| View All Data | Read records and the associated share records comprehensively for ingestion. |
| Query All Files | Reads files associated with records, where file content is in scope. |
| Chatter Internal User | Reads Chatter activity, where Chatter content is in scope. |
Object permissions: To sync standard objects (Accounts, Contacts, Leads, Opportunities), as well as activity objects (To-dos, Calls, Emails, Meetings), you need to grant Read access. If you need complete access, grant View All access as well. Check the ‘What gets synced’ section below for the full list.
What gets synced
Once the integration is connected, 15Five AI syncs records from the standard Salesforce objects that the integration user can read, including their fields and related metadata. The standard objects supported today are:
| Object | What It Covers |
|---|---|
| Accounts | Companies and organizations in your CRM |
| Contacts | People associated with those companies |
| Leads | Prospects not yet tied to an account |
| Opportunities | Deals and sales pipeline |
| Users | Salesforce users — reps, managers, admins |
| To-dos | Tasks and action items |
| Calls | Logged phone calls |
| Emails | Logged email correspondence |
| Meetings | Calendar meetings and appointments |
Custom objects are not currently synced.
Backfill and Sync Cadence
On first connect, 15Five AI backfills up to one month of records. After that, records sync incrementally multiple times each day. Initial sync completes within 24 hours.
Salesforce Org Requirements
A Production or Sandbox org with API access enabled is required (e.g. Enterprise Edition, or another edition with the API add-on).
Key Rules
- The integration user's permissions in Salesforce are the sole control point for what 15Five AI can access.
- To narrow sync scope, remove Read access to specific objects from the integration user's profile. To broaden it, grant Read access to additional objects.
- Custom objects are not synced today; standard objects only.
- The integration can be disconnected at any time from Agents Hub > Integrations, or by deactivating the integration user or revoking access in Salesforce under Setup > Connected Apps OAuth Usage.
Common Questions
What Salesforce data syncs to 15Five AI?
15Five AI syncs records from the standard Salesforce objects the integration user can read — Accounts, Contacts, Leads, Opportunities, Users, and activity objects (To-dos, Calls, Emails, Meetings) — including their fields and related metadata.
What Salesforce data does not sync to 15Five AI?
Custom objects are not synced today; only standard objects are supported. 15Five AI also cannot access any records the integration user is not allowed to read in Salesforce — if the integration user cannot read a record, it is not available to 15Five AI.
How is Salesforce access scoped?
Access is scoped through the integration user. 15Five AI only syncs the objects and records that account can read, and the integration user's profile and permission settings define the scope. Scope is managed in Salesforce, not in 15Five, and can be expanded or narrowed at any time without changing the connection.
Why is a dedicated Salesforce integration user recommended?
A dedicated integration user (service account) keeps the connection separate from a personal employee account. It keeps access easier to audit and avoids sync interruptions — if a personal account is deactivated or changes roles, the integration will stop working.
Can 15Five AI change Salesforce data?
No. The integration is read-only. 15Five AI reads Salesforce records for context and cannot create, edit, or delete accounts, contacts, leads, opportunities, activities, or users.