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

> ## Agent Instructions
> Driven is a sales-compensation platform. Use its terminology: Compensation Plan, Compensation, KPI, Manual KPI, User Variable, Quota, Performance, Payout (Draft, Approved, Paid, Cancelled), Correction, Adjustment. Payout types are equal, deferred and advance. Default roles are Admin and Employee; companies can add custom roles. The Driven Agent builds plans from uploaded documents and chat. The Compensation Builder is where compensations are configured.

# Salesforce

> Connect Salesforce to sync users, pipelines, opportunity fields and opportunities into Driven about once an hour.

Salesforce is connected from **Integrations**. You need to be an admin. The shared steps, including what is synced and how currency is converted, are on [Integrations](https://docs.driven.work/integrations.md).

In Salesforce, a deal is an opportunity. Driven lists opportunities as deals.

**1. Start the connection**

On the Salesforce card, click **Connect**.

**2. Sign in to the org**

Sign in to the Salesforce org Driven should read. Grant the requested access. The connecting user needs access to the opportunities, users and fields you want in commission calculations.

**3. Wait for the first sync**

The card shows **Connected**. The first sync imports users, pipelines, stages, opportunity fields and opportunities. Later syncs run about once an hour and pick up changes.

Opportunity currency and Salesforce's converted amount are part of the sync. Driven uses Salesforce's rate when it converts into your company's reporting currency, and a reference market rate otherwise.

If the card shows **Missing permissions**, the connected user no longer has the access Driven needs. Click **Reconnect**. **Disconnect** stops the sync and keeps payouts and history.


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