Connect Your Salesforce Org: How It Works
Connect your org and let consultants view your automations directly during support calls.
Why Connect Your Org?
The CRM Force training platform offers the ability to connect your Salesforce org. This gives you access to powerful analysis tools like Flow Coach and Flow Overview, and allows our consultants to view your environment directly during support calls.
No screenshots to send, no lengthy explanations about your setup. The consultant sees your flows, your objects, and your complexity directly — and can advise accordingly.
How Does Connecting Work?
Connecting your Salesforce org uses a secure OAuth connection. You give the platform permission to read metadata — such as flows, objects, and fields. This takes about 5 minutes.
- Log in to the CRM Force training platform
- Go to Settings > Salesforce Connection
- Click 'Connect' and log in to your Salesforce org
- Grant permission and the connection is active
You can connect a Trailhead Playground, Sandbox, or Production org. For most purposes, we recommend a Sandbox.
What Can You Do With It?
After connecting, you get access to various features that work directly with your Salesforce data:
Flow Coach
Analyze any Flow in your org. Get complexity scores, explanations in plain language, and learning signals to watch for.
Flow Overview
Overview of all Flows in your org. Filter by type, complexity, or status. Set goals and track your progress.
Case Builder
Ask an optimization question and get advice based on the actual flows in your environment.
Expert Support
Consultants can view your automations directly during a support call and give targeted advice.
Why This Improves Your Support Calls
This is the unique advantage of the connection: when you schedule a support call with one of our consultants, you don't have to spend 15 minutes building context first. The consultant immediately has a picture of your environment.
"No generic tips or 'it depends'. The consultant sees your flows, your objects, and your complexity — and advises accordingly."
This makes support calls more efficient and advice more concrete:
- Faster to the point: no time wasted building context
- Concrete advice: based on your specific situation
- Realistic assessment: the consultant sees the complexity
- Knowledge preserved: findings can go directly into your documentation
Privacy and Security
We understand you're cautious about access to your Salesforce environment. Here are some important points:
- Read-only: the platform cannot make changes to your org
- Metadata only: we read flows, objects, and fields — not customer data
- OAuth 2.0: standard Salesforce security protocol
- Revocable: you can remove the connection at any time
Salesforce in plain language. Finally.
- 14-day free trial
- No credit card required
- Expert support included
- Connect your Salesforce org instantly