> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useparagon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Integration

> Connect your Salesforce account to Paragon

<Check>
  ✨ This integration is included in the [**Business
  Plan**](https://www.useparagon.com/pricing) and above. [View
  pricing](https://useparagon.com/pricing).
</Check>

## Setup Guide

### 1. Add Salesforce to Paragon

Click the "+" button in the workflow canvas and choose Salesforce from the sidebar. Under **Choose your Salesforce account**, select "Add new account for Salesforce" and log in to the Salesforce account you want to connect to.

<Info>
  **Note:** You can also connect to a Sandbox Salesforce environment if you have
  one. Select "Add new sandbox account for Salesforce".
</Info>

### 2. Query Salesforce

Once your Salesforce account is connected, you can add steps to perform the following actions:

* Create record

* Update record

* Delete record

* Get record by ID

* Search records

* Search records by SOQL query

* Get record metadata

When creating or updating records in Salesforce, you can reference data from previous steps by typing `{{` to invoke the variable menu.

<Frame caption="">
  <img src="https://mintcdn.com/paragon/EuLlf5VxgsSnEq57/assets/Creating%20a%20Salesforce%20Lead%20in%20Paragon.png?fit=max&auto=format&n=EuLlf5VxgsSnEq57&q=85&s=1161d0267917f4333dbcafde8c86e718" width="1005" height="872" data-path="assets/Creating a Salesforce Lead in Paragon.png" />
</Frame>