Salesforce is a CRM platform for managing customer relationships, sales pipelines, and support cases. The Salesforce connector lets your Lovable app query and update CRM records through your own Salesforce org. It’s designed for internal tools, customer portals, and support dashboards that need live access to Salesforce data. With Salesforce, your app can:Documentation Index
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- Query Accounts, Contacts, Leads, Cases, and other standard objects using SOQL.
- Display and filter CRM records in dashboards and internal tools.
- Create and update records via the Salesforce REST API.
- Run custom SOQL queries for reporting and data exports.
Common use cases and example apps
| Example app | Example prompt | Description |
|---|---|---|
| Support case dashboard | Use Salesforce and build a dashboard showing open Cases by priority and status. | A live view of your support queue, organized by priority. The app pulls Cases from Salesforce and groups them so agents can see what needs attention first. |
| Account health tracker | Use Salesforce and build an internal tool showing Account health scores and recent activity. | A per-account summary with activity history and key fields. The app runs SOQL queries to surface contact counts, open opportunities, and recent case history for each account. |
| Lead pipeline viewer | Use Salesforce and build a pipeline board showing Leads by stage and owner. | A Kanban-style board of your Leads, organized by sales stage. The app queries Salesforce Leads and renders them by status so reps can track progress across their pipeline. |
| Contact directory | Use Salesforce and build a searchable directory of Contacts with their account and role. | A filterable contact list tied to your Salesforce org. The app fetches Contact records and lets users search by name, account, or role without leaving the tool. |
| Case detail view | Use Salesforce and build a support portal where users can look up their Cases by email. | A self-service portal for customers to check their open Cases. The app queries Cases by supplied email and displays status, subject, and latest update for each one. |
| Sales activity report | Use Salesforce and build a weekly report of closed opportunities by rep. | An automated report of won opportunities, grouped by owner. The app runs a SOQL query against Opportunities and renders a summary table for your weekly sales review. |
How to connect Salesforce
Workspace admins and owners can connect Salesforce. You can create multiple Salesforce connections using different orgs or Connected Apps, which is useful for separating production and sandbox environments. When the connection is created, Salesforce becomes available across all projects in the workspace. Anyone building in a project can ask Lovable in chat to link their project to it.Prerequisites
Before connecting Salesforce, make sure you have:- A Salesforce org (Developer Edition, production, or sandbox)
- A Salesforce Connected App with OAuth enabled (see Step 1 below)
- Lovable workspace owner or admin role
All API requests made through this connector count against your Salesforce org’s API limits. Billing and quota are handled directly by Salesforce, not Lovable.
Step 1: Create a Salesforce Connected App
Salesforce uses Connected Apps to authorize third-party access via OAuth. You need to create one to get a Client ID and Client Secret for Lovable.Open Setup in Salesforce
Sign in to your Salesforce org. Click the gear icon in the top-right corner and select Setup.
Create a new Connected App
Click New Connected App in the top-right corner.Fill in the required fields:
- Connected App Name: for example,
Lovable Integration - API Name: auto-populated from the name
- Contact Email: your email address
Enable OAuth settings
Under API (Enable OAuth Settings), check Enable OAuth Settings.Set the Callback URL to:Under Selected OAuth Scopes, add:
- Access and manage your data (api)
- Perform requests at any time (refresh_token, offline_access)
Save and retrieve your credentials
Click Save, then Continue.Salesforce may take a few minutes to provision the app. Once ready, open the Connected App and click Manage Consumer Details to view your credentials:
- Consumer Key: this is your Client ID
- Consumer Secret: this is your Client Secret
Step 2: Connect Salesforce to Lovable
Enter your credentials
Fill in the connection fields:
- Display name: name the connection, for example
Salesforce Prod. This name is only used inside Lovable to identify the connection. - Environment: select Production for production orgs and Developer Edition. Select Sandbox only if your org is a
test.salesforce.comsandbox. - Account URL: your org’s My Domain URL, for example
https://acme.my.salesforce.com. Find this in Setup → My Domain. - Client ID: the Consumer Key from your Connected App.
- Client Secret: the Consumer Secret from your Connected App.
Choose who can access this connection
Under Who can access this connection, decide who in your workspace can use the connection:
- Only you (default): only the person creating the connection can use it and its associated data.
- Invite specific people: only you and explicitly added workspace members can use the connection and its associated data.
- Invite entire workspace: click Invite entire workspace to make the connection available to everyone in your Lovable workspace.
Authorize with Salesforce
Click Connect. The Salesforce authorization window opens, so make sure your browser doesn’t block pop-ups. If it does, Lovable redirects you instead.Sign in to Salesforce if prompted, review the requested permissions, and click Allow.You’ll be redirected back to Lovable with a confirmation.
Limitations
The Salesforce connector cannot:- Support per-end-user Salesforce login. Each connection represents a single Salesforce org shared across all projects linked to it.
- Access orgs outside the
*.salesforce.comdomain. - Use Salesforce Bulk API or Streaming API endpoints.
How to unlink projects from a connection
Editors and above can remove specific projects from a connection without deleting the connection entirely. The connection will remain available for other projects. To unlink projects:
When unlinked, those projects will no longer have access to through this connection. If a project needs again, you can link it to any available connection.