Connecting Salesforce

Connect your Salesforce org to Katalyz to sync rooms, deals (opportunities), accounts, contacts, and activity.

⚠️ Requires org role Admin.

Before you start

You'll need:

• Salesforce admin access (to install and authorize the Katalyz app).
• A Salesforce org with access to Apex callouts enabled — this is the one hard requirement.

Full setup procedure

⚠️ Critical — both sides must use the same email. The Salesforce admin account installing the integration and the corresponding Katalyz account must share the exact same email address. Without this, the two orgs can't be paired.

1. Activate the integration on the Katalyz side

1. Go to Settings → Integrations.
2. Find Salesforce in the list, click Connect.
3. You're redirected to Salesforce for OAuth — sign in with an admin account and authorize the connection.
4. At this point, Katalyz captures your Salesforce Org ID and links it to your workspace.

2. Install the Salesforce package

Install the Katalyz managed package in your Salesforce org:

• Install URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000szEFIAY
• Package key: katalyzsalesforce
• Choose Install for all users.

3. Assign the permission set

Once the package is installed, assign the Katalyz permission set to the users who need to interact with the integration:

1. Setup → Permission Sets → Katalyz
2. Click Manage assignments
3. Add assignment → select the relevant users → Next → Assign

4. Fill in the Custom Settings

The integration needs your Katalyz API key and tenant:

1. Setup → Custom Settings → Katalyz Org Credentials settings
2. Click Manage, then New
3. Enter:
4. • API key — customer-specific key (ask your Katalyz contact; one per customer)
   • Tenant — tenant identifier provided by Katalyz

5. Add the Katalyz component to the Opportunity page (Lightning)

So the Katalyz rooms list shows up on every opportunity:

1. Setup → Object Manager → Opportunity → Lightning Record Pages
2. Open Opportunity Record Page → Edit
3. In the components search box, type Katalyz Dealrooms List
4. Drag-and-drop the component to the desired location on the page → Save
5. Activation → Assign as Org Default (so the component is shown by default on every opportunity)

6. Add the "Katalyz Dealroom Activities" related list

To surface Katalyz activity in the opportunity timeline:

1. Setup → Object Manager → Opportunity → Page Layouts
2. Open the active layout → Related Lists section
3. Add Katalyz Dealroom Activities → save

7. Activate client_id by creating a first room

To complete the pairing, create a Katalyz room from Salesforce (from any opportunity, via the Katalyz component you just added). This first creation activates the client_id on the Katalyz side and finalizes the link.

8. User-level connection

Once the Salesforce integration is enabled at the workspace level, each user also has to authorize Salesforce from their own profile for the integration to work fully for them — their own actions (creating a room from an opportunity, updating a field, back-sync) then authenticate with their own Salesforce permissions.

1. Each user opens their profile.
2. They click Sign in with Salesforce and authorize the connection.
3. From then on, their actions use their own Salesforce token.

Without this step, the org-level integration is still healthy but that user's individual actions won't sync. See My CRM isn't syncing for the full two-level model.

What Katalyz requests access to

The Salesforce OAuth screen lists the exact scopes Katalyz requests:

After connecting

Field mapping for Salesforce uses the same UI as HubSpot field mapping — same "Synced fields" surface, same workflow. The one difference: there is no "Import from CRM" action on the Salesforce side (unlike HubSpot). See CRM field mapping & sync for the UI; everything described there applies to Salesforce too.

Disconnecting

Settings → Integrations → Salesforce → Disconnect.

Related articles

• Salesforce: syncing rooms with opportunities, accounts and contacts
• Connecting HubSpot

Updated on: 18/06/2026