Connect Salesforce to Operelio
Install the Operelio package in your Salesforce org, then connect and push. Written for the Salesforce admin doing the one-time install.
By Operelio team · Updated October 8, 2026
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Why Salesforce needs a one-time install
HubSpot and Pipedrive connect to Operelio with nothing but an OAuth approval. Salesforce only allows an external app to connect to your org if the app is installed there first, and it applies that rule to every vendor.
So the Salesforce connection is two steps split between two people. A Salesforce admin installs the free Operelio package once, and then a workspace admin in Operelio connects in one click.
The package contains only the Operelio app definition, so your org recognizes Operelio when a user asks to connect. It runs no code and adds no objects, fields, or layout changes.
For the Salesforce admin: installing the package
Open the install link: operelio.com/install/salesforce. It redirects to Salesforce's standard package-install page. If a teammate sent you the link, it matches the one on the Salesforce card on Operelio's Integrations page.
Sign in with your admin account when Salesforce asks. On the install screen, choose Install for All Users, then Install. The install finishes in about a minute and Salesforce emails you a confirmation.
To check it worked, open Setup and search for External Client App Manager. Operelio appears in the list with type Packaged (Installed) and status Enabled.
Salesforce can take a while after the install to activate the app's sign-in configuration in your org. If a workspace admin connects right away and still sees the message that the org needs the Operelio package, wait and retry. No settings need changing.
In Operelio: connecting and pushing
Once your admin has installed the package, a workspace admin in Operelio opens Integrations in the sidebar and presses Connect on the Salesforce card. Salesforce asks them to sign in with their own account and approve the connection. Operelio never sees the password.
After they approve, the card shows Connected with your org's address, and Salesforce appears as a push destination at the export step of the CRM Formatter. Pushes create and update Contacts, Leads and Accounts, people matched on email and accounts on website or name, with a full report before anything is written.
Everyone in the workspace pushes through that one connection. Operelio looks for existing records through the Salesforce login that connected, so it only finds the records that person can see. If your org keeps some Leads, Contacts or Accounts private, the admin should connect as someone who can see all of them. Otherwise a record you cannot see is treated as new, and your org's duplicate rule may refuse it.
Connecting a sandbox instead? The workspace admin checks 'Connect a sandbox org' on the Salesforce card before pressing Connect, and ask your admin to install the package in that sandbox too.
If the connection is refused
"Your Salesforce org needs the Operelio package first": your org doesn't have the package yet (or Salesforce is still activating it after a very recent install). Send the install link to your Salesforce admin, or wait a few minutes if they've just run it.
Signed into the wrong org: if you have several Salesforce logins, Salesforce may send you into whichever org you used last. Sign out of Salesforce first, or use a private browser window, and log in with the account for the org that has the package.
Anything else: after a failed attempt the Integrations page shows the exact Salesforce error code. Include it when you contact support and we can tell you what happened.
Connect your Salesforce org once, then format and push to it from here.
Frequently asked questions
Does the package cost anything or run code in our org?
No on both. The package is free and contains only the Operelio app definition: no Apex code, no custom objects, no changes to your data or layouts. It gives your org a record of who Operelio is so users can connect.
Who can install it?
A Salesforce admin (someone with permission to install packages) in the org you want to connect. Regular users can't install packages, which is why the Salesforce card on Integrations gives a workspace admin a link to send to your Salesforce admin.
Do we need to install it again for each user?
No. The install happens once per Salesforce org. After that, a workspace admin connects once for the whole Operelio workspace, and everyone in it pushes through that connection.
What permissions does Operelio get?
Only what a user approves at the OAuth screen: API access to read and write contacts, leads and accounts as that user, plus the ability to stay connected with a refresh token. Admins can review and revoke the app any time in Setup under External Client App Manager.
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