Salesforce
The Salesforce integration is available today.
Credit decisions benefit from relationship context. The Salesforce integration brings account and relationship data from your CRM into LORIQ, so lender-facing teams see pipeline and engagement context alongside credit metrics.
CRM data is contextual in LORIQ — it informs relationship views and never alters financial calculations.
Supported data
Synced from Salesforce on your schedule.
Accounts and contacts are linked to the matching LORIQ entities for a unified relationship view.
Security
Every LORIQ integration — including Salesforce — runs on one shared, hardened connectivity framework rather than per-integration plumbing:
- Credentials are stored in an encrypted, per-connection vault and are never exposed to browser sessions or logs.
- Every synced record is scoped to your organization — tenant isolation is enforced at the query layer and verified by automated guard tests.
- All incoming files pass malware scanning before storage; unscanned bytes are never persisted (fail-closed by design).
- Imports land as drafts for review — synced data never silently overwrites your records.
- Every sync, import, and connection change is captured in the platform audit trail.
Authentication
LORIQ connects to Salesforce using Native API (OAuth 2.0 connected app). An administrator on your team authorizes the connection directly with Salesforce — LORIQ never sees or stores your Salesforce password. Access tokens are held in LORIQ's encrypted credential vault and refreshed automatically.
Disconnecting removes the stored credentials immediately; where the provider supports token revocation, LORIQ revokes access as part of disconnect.
Setup guide
- 1Connect
Authorize the Salesforce connection from Settings → Integrations using an administrator account.
- 2Scope the sync
Choose which record types and views LORIQ should read.
- 3Preview & enable
Preview the records that would sync, confirm entity matching, and enable the schedule.
Frequently asked questions
Does LORIQ write to Salesforce?
No. The integration reads relationship data from Salesforce; your CRM remains the system of record.
Can we restrict which records sync?
Yes — the sync is scoped during setup and can be narrowed at any time.
Expanding capabilities
- Deeper pipeline analytics linking CRM opportunity data to revenue-visibility insights.
See Salesforce + LORIQ in action
Walk through the integration with our team and see how your data flows into a single commercial credit workspace.
Request a demo