Salesforce workflow — planned, not currently available.

Planned — not currently available

Minimum setup: An account with permission to authorize the documented connection scope.

Permissions: No provider permission is requested because this integration is not currently available.

Tested user outcome: No public user outcome is available. This repository contains no runtime class or declared actions for this page.

Limitations: Planning page only. No connection, synchronization, import, export, or provider action is currently available.

Capability owner: Unassigned — product decision required

Last verified: 2026-10-22

First-party provider documentation. First-party provider documentation reviewed 2026-10-22; it defines provider capability and permission boundaries, not a working FollowIncome connection.

Connect accounts and customers

Map an authorized Salesforce account to the corresponding FollowIncome customer.

Carry opportunity context

Use selected opportunity details when a confirmed engagement becomes a project.

Resolve duplicate records

Preview match candidates and require review when identifiers do not agree.

Frequently asked questions

How does the FollowIncome Salesforce plugin work?

This connection is not currently available in FollowIncome. Review the intended workflow, setup requirements, permissions, and limitations below.

What does the Salesforce connection require?

An account with permission to authorize the documented connection scope.

Can I install the Salesforce plugin now?

No. This integration is planned and no FollowIncome runtime or provider action is currently available.