Salesforce Integration and Data

Last updated: June 8, 2026

Salesforce Connected App Permissions

All of Unwrap's Salesforce Integrations are managed through Connected Applications. Salesforce recently introduced a change to their Connected Apps as of 09/16/2025 that requires the Authenticating User to have upgraded permissions. Specifically, the User must have the permission "Approve Uninstalled Connected Apps". Follow the directions below to attach this permission to the Authenticating User. Once the User has the necessary permissions, you can proceed with the integration.

Create the required Permission Set

  1. Go to setup

  2. Click on Users -> Permission Sets

  3. Create a new permission set

  4. Click on System Permissions

  5. Click edit at the top of the list

  6. Enable the "Approve Uninstalled Connected Apps" permission

  7. Click save

Add The Permission Set to the User

  1. Go to setup

  2. Click on Users

  3. Find the user in the list and click on them

  4. Navigate to the Permission Set Assignments section

  5. Click "Edit assignments"

  6. Find the previously created Permission Set, and add it to the "Enabled Permission Sets"

  7. Click save

Integrating with Salesforce

Unwrap allows you to import feedback entries from Salesforce via the following sources:

  • Support Cases

  • Chatter Posts

  • Live Chat Transcripts

  • Messaging Sessions

Setup

  • Navigate to the Integrations page and select "New Integration"

  • Search for "Salesforce" and select any of the displayed options (they will lead to the same setup flow)

  • Enter your Salesforce domain and click "Connect with Salesforce". You'll be asked to log in and grant permission for Unwrap to access your data.

  • Select which data source you want to integrate.

  • Select which of the available metadata fields you would like to include in your entries. The preview pane displays example entries and metadata as you make these choices.

  • Optionally, apply filters to restrict which feedback is imported.

  • Name the integration and click "Save".

Allow a couple of hours for Unwrap to start importing your data.