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 Jira data syncs to 15Five AI?
15Five AI syncs issues, comments, and users from Jira projects the integration user can read. Issue data includes title, description, type, status, priority, assignees, creator, parent issues, sub-tasks, labels, and custom fields. Comment data includes the comment body, author, and privacy status.
What Jira data does not sync to 15Five AI?
15Five AI does not sync Jira data hidden from the integration user. Draft tickets, restricted-project content, attachment contents, security-restricted issues, and internal-only comments hidden from the integration user do not sync.
How is Jira access scoped?
Jira access is scoped through the connected Atlassian account. 15Five AI only syncs projects and issues that account can read. Scope is managed in Jira, not in 15Five.
Why is a dedicated Jira integration user recommended?
A dedicated integration user keeps the connection separate from a personal employee account. It keeps access easier to audit and helps avoid sync interruptions when employees change roles or leave the company.
Can 15Five AI change Jira data?
No. The Jira integration is read-only. 15Five AI cannot create, edit, transition, or delete Jira issues, comments, projects, or users.