Docs · Docs
Salesforce + Closure
Complement Salesforce — Sales Cloud stays SoR; Closure seals governed journeys into it as the adapter deepens.
Value on top
| Closure | Salesforce |
|---|---|
| Experiences for partners / customers | Objects & flows remain SoR |
| Governed collect → seal | Leads/cases land in Salesforce |
| Knowledge Files for product doctrine | Salesforce Knowledge / CMS optional |
| AI agents under policy | CRM ownership stays with Salesforce |
Honesty
Salesforce pack connectivity is coming soon on some surfaces — claim live write only where the adapter has shipped. The product thesis is ready: when connected, Closure seals into Salesforce while Sales Cloud remains authoritative.
Typical pattern (target)
- OAuth connect + vaulted tokens.
- Experience journey collects structured fields.
- Seal to Salesforce objects; optional import of form-like metadata later.
- HITL adjuster/agent steps in Closure when CRM workflows are not enough.