Connecting Salesforce lets Aira sync the companies and contacts already in your CRM, write company intelligence back into Salesforce, and add the Aira panel to your Account and Contact record pages.

In Aira on desktop:

Once Salesforce is connected, the Salesforce row shows what Aira is doing, for example Importing your companies, and its button changes to Manage. Everything about the connection lives on the Salesforce page behind that button: Import scope, Signals, Contact sync, Field mapping and Widget layout, plus the Install Aira in Salesforce card and the option to disconnect.

The install card is the second step that puts the Aira panel on your record pages.

After you click Connect you set up the sync, and that is where you choose the import scope: My companies or All companies. Aira imports the companies in that scope and keeps them up to date from Salesforce.

You make this choice once, at connection. The Salesforce page shows the scope you are on, for example Only my companies, but it is not editable there, and no scope can be changed in place. To move to a different one you disconnect Salesforce and connect again.

Aira can write company details back into Salesforce, such as company name, website, employee count and industry. You control every field and the condition under which Aira may write it. See Choose which fields Aira writes to Salesforce.

Aira can also send company signals, such as a new annual report or a change of director, into Salesforce for your workflows to act on. See Choose which signals Aira syncs to Salesforce.

To show Aira's company intelligence on your Salesforce Account and Contact records, install the Aira package and add the Aira component to your record pages. See Install the Aira panel in Salesforce.

Once Salesforce is connected, Aira also mirrors the people in your CRM and which company each one owns, so ownership stays in sync from Salesforce. See How Aira syncs users and company ownership from your CRM.

Click your name in the bottom left corner, open the Integrations tab, and on the Salesforce row click Manage. At the bottom of the Salesforce page, choose Disconnect. Aira stops syncing with Salesforce immediately. The companies Aira already imported stay in Aira, they just stop receiving updates.