---
title: How to Connect Your Salesforce Org to HeadQ
description: How to Connect Your Salesforce Org to HeadQ
---

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# How to Connect Your Salesforce Org to HeadQ

## Step-by-step guide for administrators

This guide explains how to install the **HeadQ Salesforce Integration Package** and connect your Salesforce org to HeadQ using a secure OAuth 2.0 flow.

After completing these steps, HeadQ can create Leads and Opportunities from your Salesforce environment.

 

### **Prerequisites**

Before starting:

- You must be a **Salesforce System Administrator**
- You must have a **HeadQ account** with admin access
- You need access to the **Salesforce Production** environment
- Your organization must allow installation of managed packages

### **Install the HeadQ Salesforce Package**

1. Log in to your Salesforce org as an administrator.
2. Open the installation link:

![:point\_right:](https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f449@2x.png) [https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdL000000MEKTQA4](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdL000000HJhNQAW)

1. You will see the installation screen.
2. Choose **Install for All Users**
3. *(Recommended. You can grant access to specific users later.)*
4. Click **Install**
5. Salesforce will complete the installation (may take a minute)

![Install\_Package](https://support.headq.io/hs-fs/hubfs/Knowledge%20base/Install_Package.png?width=417&height=310&name=Install_Package.png)

When installation is complete, you should see a success message.

![Näyttökuva 2025-12-17 kello 12.49.48](https://support.headq.io/hs-fs/hubfs/Knowledge%20base/N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.49.48.png?width=417&height=231&name=N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.49.48.png)

 

### **Confirm the Package Is Installed**

1. Go to **Setup → Installed Packages**
2. Look for: **HeadQSalesforceIntegration**

**![Näyttökuva 2025-12-17 kello 12.52.29](https://support.headq.io/hs-fs/hubfs/Knowledge%20base/N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.52.29.png?width=670&height=49&name=N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.52.29.png)**

 

### **Connect Salesforce from Your HeadQ Account**

1. Log in to your **HeadQ Admin Panel**
2. Go to: **Settings → Integrations → Add new integeration  →  Salesforce**

**![Näyttökuva 2025-12-17 kello 12.37.12](https://support.headq.io/hs-fs/hubfs/Knowledge%20base/N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.37.12.png?width=417&height=547&name=N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.37.12.png)**

1. Click **Add integration**
2. This will redirect you to a Salesforce login screen.
3. Log in using your **Salesforce Admin** credentials
4. Salesforce will show a permission request screen: Click **Allow**

After approval, you will return to HeadQ and see a success message.

 

**Edit Integration**

- Specify which leads and deals are synced and where in Salesforce

![Näyttökuva 2025-12-17 kello 12.55.01](https://support.headq.io/hs-fs/hubfs/Knowledge%20base/N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.55.01.png?width=417&height=473&name=N%C3%A4ytt%C3%B6kuva%202025-12-17%20kello%2012.55.01.png)

**Verify the Integration**

HeadQ will automatically test the connection.  To ensure everything works:

- Create a test **Lead** in HeadQ
- Run a manual sync by clicking "Run now" or wait for the automatic sync
- Confirm the Lead appears in the Salesforce view
- The information the HeadQ sends with the lead can be found in the lead’s *Description* field in Salesforce

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