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Overview

The Salesforce connection lets Qontext read records from your Salesforce org and sync them into your context repository. Qontext connects to Salesforce through the REST API over OAuth.
Qontext only reads data; it never creates, edits, or deletes anything in Salesforce. Access is always bounded by the connected user’s own Salesforce permissions, so Qontext can only sync records that account can already see.
Supported objects: Unsupported:
Use a dedicated integration user in your Salesforce org to ensure a stable and uninterrupted connection.
Create a service account such as qontext@yourcompany.com, assign it a read-only profile or permission set, and grant it access to the objects and records you want Qontext to sync. This prevents sync disruptions when employee accounts or permissions change.
The integration user will:
  • Authenticate the connection between Qontext and Salesforce.
  • Access the selected records with read-only permissions.
Qontext requests the api, refresh_token, and id OAuth scopes: api to read records over the REST API on behalf of the connected user, refresh_token to keep syncing without re-authentication, and id to identify the connected org and user. The connection uses OAuth with PKCE.

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Setting up the connection

You can connect Salesforce from your Qontext workspace, authorize access with your Salesforce account, then choose what to sync and how often. The steps below walk you through the full flow.
You can also manage all your credentials, including Salesforce, from the Sources page.
1

Open Sources in your workspace

In the Qontext app, open your workspace and go to the Sources tab, then click + Connect data source.
2

Select Salesforce as the data source

Choose Salesforce from the list of available data sources. This starts the Salesforce connection flow.
3

Connect your Salesforce account

You can reuse existing Salesforce credentials (if you’ve already connected this account to Qontext) or create a new connection.If you create a new credential, sign in with Salesforce when prompted. On the consent screen, review the requested permissions and click Allow to grant Qontext read access to your Salesforce data.
4

Configure what to sync (filters)

Select what Qontext should sync into your context repository. By default, Qontext syncs every record of the standard objects (accounts, contacts, opportunities, leads, cases, emails, tasks, events, call transcripts, and notes).You can narrow this down, sync only specific records, add related records, restrict by date, and include custom objects. See Filtering what gets synced below for the full set of options.
5

Set sync frequency

Choose how often Qontext should refresh data from Salesforce (e.g. daily, weekly, monthly). More frequent syncs keep the context repository up to date but use more resources.
6

Review and create connection

Review your choices (account, selection, frequency), then confirm to create the connection. Qontext will start the initial sync shortly after.

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Filtering what gets synced

When configuring the connection, you choose how Qontext selects records. The default is to sync all records of the standard objects; the options below let you scope that down or extend it.
Sync every record of the object types you select. Clear the objects you don’t need, or add custom objects you do. This is the default.
Limit a sync to records created on or after a chosen date. This is useful for high-volume objects like tasks and events, where you rarely need the full history.
Custom objects (*__c) are off by default. Select the specific custom objects you want (for example Project__c or Contract__c) and Qontext syncs their records with all queryable fields.
When cases are in scope, Qontext syncs public case comments only by default. You can enable Include private comments to also sync internal comments. Because private comments are meant for internal handoffs, enabling this makes their content retrievable by anyone with access to the source, so it is off by default and opt-in.

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Sync latency

The initial sync time depends on how many objects and records are in scope. Large orgs can take up to 12 hours to fully sync.
Subsequent syncs are incremental: Qontext processes only the records that were added or changed since the last sync, which runs much faster than the initial sync.

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Managing permissions

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Salesforce OAuth scopes

When connecting, you authorize Qontext against your Salesforce org. Qontext requests these scopes:
Qontext uses this access only to read records. It never creates, edits, or deletes anything in Salesforce, and the api scope operates on behalf of the connected user, so Qontext can only ever see what that account can see.

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Salesforce permissions

  • Use a single integration user to manage Salesforce access for Qontext to avoid permission conflicts.
  • If you don’t see an object or record during filter setup, verify that the connected account has access to it in Salesforce.

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FAQ

Any workspace member with a Salesforce account that has access to the relevant records. Your Salesforce administrator may need to approve the Qontext connected app the first time, depending on your org’s settings.
No. Qontext only reads records. It never creates, edits, or deletes data in Salesforce.
Qontext connects to Salesforce production orgs by default. If you need to connect a sandbox org, contact support@qontext.ai.
Yes. Custom objects are opt-in: select the specific custom objects you want during filter setup, and Qontext syncs their records with all queryable fields.
Objects that depend on Service Cloud, such as cases and Voice call transcripts, simply return nothing if your org doesn’t use them. The rest of the connection works the same way.
Yes. You can create multiple Salesforce connections from the Sources tab in your Qontext workspace. Add each org as a separate data source.
Manual refresh is available via the Sources tab. Navigate to the respective Salesforce connection and open the Syncs tab. In the sync settings, you can select Resync all data.
Disconnecting stops further syncs. Content already synced from Salesforce remains in your context repository. For data removal, contact support@qontext.ai.
By default, Qontext only syncs records the connected Salesforce account can access. Additionally, you can add filters to every connection as described in the setup flow.