# Salesforce

February 21, 2026

## Link a Questionnaire to Salesforce

1up lets you connect questionnaires directly to Salesforce opportunities.

**To get started:**

1. Hover over the three dots next to a questionnaire.
2. Click **Link to Salesforce**.

You’ll be prompted to log in to Salesforce to authorize the connection.

## Approve the 1up Connected App in Salesforce

After logging in:

1. Go to:
   **Setup → Apps → Connected Apps → Connected Apps OAuth Usage**
2. Find the connected app named **1up** and click **Install**.

Depending on your Salesforce policies, you may need your Admin to authorize the app.

Once installed, you’ll be able to link questionnaires to Salesforce opportunities:

If you need help at any point, contact **[support@1up.ai](https://help.1up.ai/en/articles/12997378-salesforce)**.