> ## Documentation Index
> Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce integration guide

> This guide provides instructions for integrating your Salesforce account with your Zenskar account, including prerequisites, steps for connecting the accounts, and details on object mapping between Zenskar and Salesforce.

Integrating Zenskar with Salesforce is a two-phase process: install Zenskar's managed package, then choose how Salesforce opportunities sync to Zenskar as customers and contracts.

## Install the package

Installing Zenskar's Salesforce package is mandatory and comes first — it sets up the named credentials, custom fields, and object layout that both flow options below depend on.

<Card title="Install and set up Zenskar's package" icon="box" href="/docs/20240301/third-party-integrations/CRMs-and-CPQs/salesforce/install-and-set-up-zenskar-package" horizontal>
  Configure API authentication, enable custom fields on Account, Opportunity, Product, and PriceBookEntry, and grant user access.
</Card>

## Choose how Opportunities sync

Once the package is installed, pick one of the two ways to sync a Closed Won Opportunity to a Zenskar customer and contract.

<CardGroup cols={2}>
  <Card title="Use the default Flow" icon="wand-magic-sparkles" href="/docs/20240301/third-party-integrations/CRMs-and-CPQs/salesforce/default-flow">
    The fastest path: use the Flow included in the package as-is. Best if your Price Book and Opportunity structure already match what Zenskar expects.
  </Card>

  <Card title="Create your own Flow" icon="code" href="/docs/20240301/third-party-integrations/CRMs-and-CPQs/salesforce/custom-flow">
    Build a custom Flow from the package's Apex Actions and Apex Classes. Best if you need custom mapping logic or a workflow the default Flow doesn't cover.
  </Card>
</CardGroup>