> For the complete documentation index, see [llms.txt](https://doc.duaer.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.duaer.com/guides/salesforce-knowledge-search.md).

# Search Salesforce in your knowledge base with Duaer

Connect Salesforce to the Duaer knowledge base. People ask about accounts, opportunities and cases, and find only the records Salesforce lets them see.
## What does Duaer find in Salesforce?

Duaer indexes accounts, contacts, opportunities, cases and published Knowledge articles, up to 1,000 of each, the most recently changed first. The key fields of each record become searchable text, such as an account’s industry and city, an opportunity’s stage and amount, or a case’s status and description.

People can ask “What stage is the Globex renewal in?” or “Which cases are still open for Acme?”. Duaer answers with a citation, and the citation opens the record in Salesforce.

## How do you connect Salesforce to Duaer?

1. In Duaer, create a Salesforce OAuth2 API credential and sign in with a Salesforce account that can read these objects.
2. As an owner or admin, open Knowledge base › Data sources, choose the credential on the Salesforce card and click Connect.
3. When indexing is done, ask a question whose answer is in a Salesforce record and check that the citation points to that record.

## Who finds which record?

Duaer keeps Salesforce’s own record access. Duaer members are matched by email to active Salesforce users, Duaer asks Salesforce which records each of those users may read, and a member finds only those records.

Knowledge articles open to every member matched to a Salesforce user; data categories are not applied. Members who are not Salesforce users find nothing from Salesforce. Changed records are read again every 10 minutes, and who may read every record every hour.

## What are the limits?

- Up to 1,000 records of each object, the most recently changed first.
- Notes, attachments and custom objects are not read; Knowledge data categories are not applied.
- The connected account needs API access and read access to these objects. In an org without Knowledge, only records are indexed.

## How is this different from the Salesforce process source?

A [process source](/build/process-sources.md) reads Salesforce records as cases of a process, for example how long an opportunity takes from creation to close. The knowledge base lets people find and ask about the records themselves. You can use both.

To see how Duaer puts knowledge search and follow-through together, open the [Duaer home page](https://www.duaer.com/).
## Questions

### Does Duaer change data in Salesforce?

No. Duaer only queries and reads records to index them. It never writes or edits.

### Can employees who are not Salesforce users find Salesforce records in Duaer?

No. Duaer opens a record only to members matched by email to an active Salesforce user who may read it.

### Which credential does Duaer use for Salesforce?

A Salesforce OAuth2 API credential, signed in with an account that can read accounts, contacts, opportunities, cases and Knowledge articles.

## Related

- [Turn SharePoint and Google Drive into a Q&A knowledge base with Duaer](https://doc.duaer.com/guides/sharepoint-drive-knowledge-base.md)
- [Permission-aware enterprise AI search: how Duaer keeps document access intact](https://doc.duaer.com/guides/permission-aware-ai-search.md)
- [Search HubSpot in your knowledge base with Duaer](https://doc.duaer.com/guides/hubspot-knowledge-search.md)
- [Search Zendesk tickets and articles with Duaer](https://doc.duaer.com/guides/zendesk-knowledge-search.md)
- [AI answers with citations and no hallucination: how Duaer does it](https://doc.duaer.com/guides/ai-answers-with-citations.md)
- [Add a process source in Duaer](https://doc.duaer.com/build/process-sources.md)