SalesforceSearch, ground, and act on your Salesforce data in Glean
One authorization gives Glean both: permission-aware search over Accounts, Contacts, Opportunities, Cases, Knowledge, and Files, plus live data and tools so Glean and Glean agents can answer from up-to-the-minute records and act in Salesforce.
Choose your path
Which path is yours depends on your Glean deployment, not on when you personally connect Salesforce.
Choose your setup
Which of the two setups applies to your deployment, and how they compare.
New setup
You're on a new Glean deployment, created on or after August 14, 2026. Authorize the Glean connected app once and Glean gets a live connection and Salesforce tools right away. Permission-aware search switches on by itself when the first crawl completes.
Previous setup
You're on an existing Glean deployment. Set up Salesforce access, then choose the connector's retrieval methods, object scope, and crawl schedule.
General information
Setup and configuration
Attachments indexing
Index Salesforce Files so users can search and question file content, scoped to their own Salesforce permissions.
Additional objects
Crawl native objects that are off by default, and custom Salesforce objects, by supplying a permission model and field mapping.
Using the connector
Use the connector
How Salesforce content behaves in search, Glean Assistant, and agents once the connector is live.
Salesforce tools
The read and write tools Glean and Glean agents use to query Salesforce and update records, each running as the person asking.