> ## Documentation Index > Fetch the complete documentation index at: https://support.parker.work/llms.txt > Use this file to discover all available pages before exploring further. # Connect Salesforce > Connect your Salesforce login, choose whether Parker's changes are live, and find the admin controls for your workspace's Salesforce connection. Everything about Salesforce lives on one page: **Settings** > **Connections** > **Salesforce**. Each person connects their own Salesforce login there. Admins also see an **Admin** section with workspace-wide controls. ## Before you begin * You need a Salesforce login for your org. * To use the **Admin** section, you need the **admin** role in Parker. ## Open the Salesforce page Go to **Settings** > **Connections**, then select the **Salesforce** row. The page has three cards: **Connection**, **How Parker works in Salesforce**, and, for admins, **Admin**. **Advanced** sits below them. ![Connection card showing the Salesforce account as Connected, the Salesforce MCP row, and the Email to Salesforce row with Set up.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/connect-salesforce-connection.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=745fac3d980ac3209962fede46b4639d) ## What's in the Connection card? * **Salesforce account**: shows **Connected** and "Connected as" your Salesforce username. Select **Details** to see more, or **Disconnect** to remove your login. * **Salesforce MCP**: how many Salesforce MCP servers are active in your org. Select **View servers** to see them. * **Email to Salesforce**: BCC your outbound emails to Salesforce so each one is logged to your activity. Select **Set up** to add your address. ### Check it worked The **Salesforce account** row shows **Connected**. On **Settings** > **Connections**, the Salesforce row also shows **Connected**. ## What can Parker see and change? Parker works as the person who's asking, under that person's own Salesforce permissions. Your Salesforce profiles, field-level security, and sharing rules still apply. So two people asking the same question can get different answers. ![Card with Agent mode set to Live, the Writes row listing objects with Manage, and the Sync row with View.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/connect-salesforce-how-parker-works.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=aaa9f03b19c09936c1253c74ff886ed0) ### Test and Live mode Under **How Parker works in Salesforce**, each person chooses an **Agent mode**: **Test** or **Live**. In **Live**, write tools commit changes to Salesforce, as you, under your own permissions. Every write is audited. > [!WARNING] > > **Check before Parker changes Salesforce.** > > * **Creating** a record shows a card with **Confirm** and **Reject**. Nothing is written until you select **Confirm**. > * **Updating** an existing record has no card. If you've told Parker exactly what to change, it makes the change straight away in **Live** mode. > > See [How Parker acts on your behalf](/get-started/how-parker-acts). ### Bulk updates On the **Writes** row, select **Manage**. Choose which objects allow bulk updates, and set **Approval required above (rows)**. Above that row count, a bulk change needs a second person's approval. A blank threshold means no threshold. Select **Save writes** to keep your changes. ## Admin controls ![Admin card with the Connected App row marked Configured, the Salesforce MCP servers switch, and the Org-wide test mode switch.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/connect-salesforce-admin.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=fc6e5c2d2bfee264ef5a90d03be9d26b) * **Connected App**: shows **Packaged connector** when Parker supplies the credentials, so there's no Consumer Key to maintain. Select **Manage** to see the connection details. There you can also enter an **Experience Cloud site URL** so community users can connect through your site's own login. * **Use Salesforce MCP servers for this connector**: when on, Parker reaches MCP servers that are active in your Salesforce org, for people who've connected Salesforce MCP. When off, Parker uses the standard Salesforce API only. * **Org-wide test mode**: forces everyone in your org into **Test** mode, whatever their own setting. Use it for rollout, regulated work, or an incident. ### What's under Advanced? Select **Advanced** for profiles, org limits, schema cache, API governance, tuning, and audit logs. For example: * **Schema cache**: select **Refresh schema** after a Salesforce admin adds, renames, or removes fields. * **Schema change review queue**: Salesforce metadata changes that might affect your reports. Select **Open** to accept or dismiss them. * **Org limits**: how much of your daily API requests and data storage is used. * **Recent Salesforce writes**: the newest write events from your org. Field names are recorded; values aren't. ## Troubleshooting > **Parker's changes aren't reaching Salesforce** > > Check that person's **Agent mode**, and whether an admin turned on **Org-wide test mode**. Only **Live** commits changes to Salesforce. > **Parker can't see a record or field** > > Parker sees what the asking person sees. Check that person's access in Salesforce. > **Parker doesn't know about a new field** > > Go to **Advanced** and select **Refresh schema**. ## Related > **[Connections and apps](/admin/connections-and-apps)** > > Everything else Parker connects to. > **[Ask about Salesforce data](/chat/salesforce-questions)** > > What your team can ask once connected. > **[Update records](/chat/updating-records)** > > How Parker changes Salesforce, and how you confirm. > **[Troubleshooting](/reference/troubleshooting)** > > More fixes. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.