> ## Documentation Index
> Fetch the complete documentation index at: https://player-zero-drop-coordinator-docs-updates.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Connect Salesforce to PlayerZero for AI-assisted CRM insights.

Salesforce is a cloud-based CRM platform that helps manage customer relationships and business processes.

## What You Can Do

Once connected, PlayerZero AI agents can:

* **Read customer data** - Access account, contact, and case information for customer context during debugging
* **Create and update cases** - Generate support cases from debug sessions or update existing ones
* **Add case comments** - Post investigation findings and technical details to customer cases
* **Search records** - Find related accounts, opportunities, or cases when investigating customer-reported issues

## Use Cases

* **Customer context** - When debugging a user-reported issue, agents pull in relevant Salesforce account and case history
* **Support escalation** - Convert technical findings into well-documented Salesforce cases for support teams
* **Account intelligence** - Understand customer tier, history, and open issues when prioritizing bugs

## Scopes & Permissions

<Info>
  PlayerZero requests only the permissions needed for AI agents to assist with customer context and case management. We follow the principle of least privilege—each permission directly enables a specific capability.
</Info>

| Scope           | Why It's Needed                                                                                                                                               |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `api`           | **Core access** — Required for all Salesforce API calls, enabling agents to read cases, accounts, and contacts when investigating customer-reported issues    |
| `id`            | **User identification** — Allows agents to identify the connected user and properly attribute actions taken on your behalf                                    |
| `profile`       | **User context** — Provides access to your user profile so agents understand your role and permissions within Salesforce                                      |
| `email`         | **Contact matching** — Enables agents to correlate Salesforce contacts with users in your application when investigating issues                               |
| `address`       | **Account context** — Allows agents to understand customer location context when relevant to support cases                                                    |
| `phone`         | **Contact details** — Provides complete contact information when agents need to reference customer data during debugging                                      |
| `refresh_token` | **Persistent connection** — Maintains the integration without requiring you to re-authenticate, ensuring agents can access Salesforce context whenever needed |

## Setup

<Note>
  Setup starts in PlayerZero—no pre-configuration in Salesforce is required.
</Note>

1. In PlayerZero, navigate to **Settings → Context → Ticketing**
2. Find **Salesforce** and click **Connect**
3. You'll be redirected to Salesforce to log in and authorize PlayerZero
4. After authorization, select which PlayerZero projects should have access to this integration