Salesforce

Connect Salesforce so Tenali can answer questions about your pipeline from live Salesforce data: opportunities, accounts, contacts and activity, read with your own login. Ask in plain language instead of building a report.

What connecting unlocks

• Ask your CRM in chat: chat pulls opportunity, account and contact details into an answer. In the web app, the records it cites are listed in its Sources panel with a link straight to each one in Salesforce. Ask in the web app or in a Slack DM with Tenali, before and after calls.
• Pipeline totals and quiet deals: ask "what's closing this quarter, by rep?", "which deals are past their close date?" or "which deals have had no activity since July?" and Tenali totals or lists them from Salesforce itself.
• Callers, contacts and cases: look up who's calling by phone number, list the contacts on an account, and see the open support cases for a contact, an account or a case number. People who exist only as Leads are found too, and Person Accounts work if your org uses them.
• Updates from chat are coming: today Salesforce is read-only in Tenali. Tenali doesn't update opportunities or other records, log meetings or tasks, or create accounts or opportunities, from chat, Slack or the push panel. Clicking Push to Salesforce on a meeting summary opens the push panel, and Tenali tells you that updating Salesforce is not available yet. You can ask Tenali in chat to write the note or field text and paste it into Salesforce yourself. See Push a Summary to Your CRM.

Before you connect

What your Salesforce org needs

• An edition with API access. Enterprise, Unlimited, Performance and Developer editions include it. Professional Edition needs the API add-on. Essentials and Starter are not supported.
• The API Enabled permission for each person who connects.
• A non-sandbox org. Sandbox orgs are not supported yet.

One-time admin approval

Since September 2025, Salesforce blocks people from authorizing a connected app their org hasn't installed. The exception is someone on the standard System Administrator profile, or someone with the Approve Uninstalled Connected Apps permission. Tenali's app is a connected app named Tenali for Salesforce. Before the first person on your team connects, a Salesforce admin sets it up once:

1. The admin connects Tenali first, using the steps below. This admin must be on the standard System Administrator profile or have the Approve Uninstalled Connected Apps permission.
2. In Salesforce Setup, under Connected Apps OAuth Usage, the admin finds Tenali for Salesforce and installs it for the org. Installing and managing a connected app takes more permissions than approving one: Customize Application, plus either Modify All Data or Manage Connected Apps; opening the Connected Apps OAuth Usage page also needs View Setup and Configuration and Manage Users. The standard System Administrator profile has all of them. An admin who only has Approve Uninstalled Connected Apps can finish step 1 but not step 2; hand step 2 to someone who holds those permissions.

After that, each person connects their own account.

If someone tries to connect before the app is approved, Salesforce blocks the sign-in instead of showing the approval screen. Ask your Salesforce admin to approve the app, then try again. If your admin limits the app to certain profiles or permission sets, ask them to add yours.

Connect Salesforce

Salesforce connects through OAuth. You authorize once in a new browser tab, and Tenali stays connected after that.

1. 1

   Open Integrations

   In the web app at app.tenali.ai, open Integrations in the left sidebar. You'll see Salesforce listed in the table under the "Application" column.

2. 2

   Click Connect

   Click the Connect button in the "Action" column on the Salesforce row. A new browser tab opens, and Tenali shows the message "Complete the Salesforce connection in the new tab."

3. 3

   Authorize in the new tab

   Sign in to Salesforce and approve access. If nothing opens, check your pop-up blocker and allow pop-ups for app.tenali.ai. Tenali waits about two minutes for you to finish. If the tab is closed or the authorization stalls, the attempt ends with "Connection timed out. Please try again."

4. 4

   Confirm it's connected

   The Salesforce row now shows a green Connected badge with a Disconnect option, and you'll see the toast "Salesforce connected!"

Every teammate connects their own Salesforce account, and Tenali reads as you, inside your Salesforce permissions. See How CRM Connections Work.

When Salesforce needs a reconnect

If Salesforce ends Tenali's access (a password change, an admin revoke or an expired session), the Salesforce row shows an amber Needs reconnect badge with the reason and a Reconnect button, and the push button on meeting summaries reads Reconnect Salesforce. Click Reconnect and sign in again.

Disconnect Salesforce

On the Salesforce row, click Disconnect. Tenali confirms with "Your account has been disconnected!" Chat loses CRM access on your very next message, and the summary toolbar's push button reverts to a generic Push to CRM that only prompts you to connect one. You can reconnect any time by clicking Connect again.

Next Guides

• How CRM Connections Work
• Push Summary to CRM
• Connect HubSpot
• CRM Issues