---
title: "How to integrate Salesforce"
description: "Salesforce Integration step by step"
url: https://help.crono.one/en/articles/4-how-to-integrate-salesforce
collection: "Getting Started"
updated: 2026-10-26
language: en
---

# How to integrate Salesforce

Salesforce Integration step by step

First of all, the integration of Crono with any CRM can only be requested by a **Subscription Manager**.

To integrate Crono with Salesforce, you can request the integration immediately at the first login to your Crono account. Click to integrate, log in to your Salesforce profile, and at that point Crono will be connected to your Salesforce environment.

The integration will initially be **one-way**. To make it **two-way**, install the Salesforce package by following [How to install the Salesforce Package](https://help.crono.one/en/articles/71-how-to-install-the-salesforce-package.md).

**Note:** once the integration has been requested by the Subscription Manager, every user who logs in afterwards will need to integrate their own Salesforce environment before being able to access Crono.

To complete the integration at a later time, go to **Account Settings → Integrations → CRM**, then click **“Click here”**.

![](https://staticfiles.gleap.io/gattachments/StK6lXYAimVRpfvIuivCBID2LWFlSii8OccBzEQBfikTrUBQAsELn2NODuS9SdjUwM3epP1qaJP.png)

  
Select **Salesforce** and click **Integrate**:

![](https://staticfiles.gleap.io/gattachments/qm0AEY8e7QtJlRCWIZrLHFYhaQtK6OpOZyN0zv1BOs8x7azNz36OVHmWeGE2iGDcIIWrCr5fLZ8.png)

Log in to your Salesforce account and then return to Crono. To convert Salesforce leads into contacts in Crono, convert them directly in Salesforce. Once the conversion is complete, the changes will automatically sync to Crono and update the contacts there.

👉 **Done!**  

* * *

### If a user is blocked from integrating due to OAuth-related errors

### 1) Check whether the user already has **API Enabled**

Users with the **Standard User** profile do not display this permission directly in the profile.

The correct way to verify it is:

-   Go to **Setup → Users → \[User Name\]**
    
-   Check whether the user has one or more **Permission Sets** assigned that include the **API Enabled** permission
    

Alternatively, you can review failed authentication attempts in:

-   **Setup → Login History**
    

If you see errors such as **API\_DISABLED\_FOR\_ORG** or other API-related OAuth rejections, this usually indicates that the user is missing the required permission (or, in rare cases, that API access is disabled at the org level).

### 2) Create a dedicated Permission Set for Crono

If the user does not have **API Enabled**, create a new Permission Set:

-   Go to **Setup → Permission Sets**
    
-   Click **New**
    
-   Set:
    
    -   **Label**: for example, _“Crono API Access”_
        
    -   **License**: leave **None** (recommended for most cases)
        
-   Click **Save**
    

### 3) Enable the **API Enabled** permission

Inside the newly created Permission Set:

-   Go to **System Permissions**
    
-   Click **Edit**
    
-   Enable **API Enabled**
    
-   Click **Save**
    

### 4) Assign the Permission Set to users

-   Open the Permission Set
    
-   Click **Manage Assignments**
    
-   Click **Add Assignments**
    
-   Select the users who need to connect Crono
    
-   Click **Assign**
    

### After assignment

Users simply need to:

-   Log back into **Crono**
    
-   Repeat the **“Connect with Salesforce”** flow
    

The OAuth authentication should then complete successfully.

* * *

### ⚠ Additional step for Salesforce SSO users

If your Salesforce organization uses a **Single Sign-On (SSO)** system, you may need an extra step to allow Crono to work correctly.

In this case, a Salesforce Admin must manually install the connected app:

1.  Go to **Setup** in Salesforce
    
2.  Search for **Connected Apps OAuth Usage**
    
3.  Locate **Crono** in the list
    
4.  In the **App Actions** column, click **Install**
    
5.  Confirm the installation when prompted  
    
    ![](https://staticfiles.gleap.io/gattachments/itJPqT79xn6r0dr0HoUK1elqvCX5ARkbYKzvHStcl2cKQXCm16D5D3GZ9jPkLRXlzf0Xm6TC67e.png)
    

This step ensures that the app is properly installed and trusted within your Salesforce org. Without installing the connected app, Salesforce may restrict access for new users or block the integration.