Salesforce

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Overview

The Salesforce integration allows you to sync data between Sample and your Salesforce instance. This guide walks you through setting up a new Salesforce connection.

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Prerequisites

• A Salesforce account with API access
• Admin access to your Sample organization

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Recommended: Create a dedicated service account

We recommend creating a dedicated Salesforce service account for the Sample integration rather than connecting with a personal user account. This ensures the connection is not tied to any individual employee and provides better access control. To set up a service account:

1. In Salesforce Setup, create a new user (e.g., sample-integration@yourcompany.com)
2. Assign a profile or permission set with the following minimum permissions:
   • API Enabled — required for all API access
   • Read access on any objects you want Sample to sync (e.g., Accounts, Contacts, Opportunities, Cases)
   • Create, Edit, and/or Delete on objects you want Sample to write back to
3. Avoid granting Modify All Data or View All Data unless necessary — scope permissions to only the objects and fields Sample needs
4. Use this service account’s credentials when logging in during Step 5 below

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Setting up a connection

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Step 1: Navigate to the Salesforce integration

Go to Settings > Integrations > Salesforce in your Sample dashboard.

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Step 2: Create a new connection

Click New connection to begin setting up a Salesforce connection.

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Step 3: Enter your Salesforce domain name

In the Salesforce domain name field, enter your Salesforce domain prefix. This is the subdomain of your Salesforce instance (e.g., samplehealthcare-dev-ed.develop).

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Step 4: Enable sandbox mode (if applicable)

If you are connecting to a Salesforce sandbox environment, check the Is a sandbox connection checkbox.

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Step 5: Log in to Salesforce

Click the Connect button. You will be redirected to the Salesforce login page. Enter your Salesforce username and password, then click Log In.

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Step 6: Authorize the connection

After logging in, Salesforce will ask you to authorize Sample to access your account. Review the permissions and confirm.

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Step 7: Verify the connection

Once authorized, you will be redirected back to Sample. The connection page will show your connected account, confirming the integration is active. You should see a message like Connected as [Your Name] along with a Reconnect button, indicating the connection was successful.