> For the complete documentation index, see [llms.txt](https://docs.trycaliber.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trycaliber.ai/connect-your-providers/business-data.md).

# Business data

Salesforce, Mixpanel, and Snowflake connect today; deeper sync lands later.

These connectors store credentials securely. **CRM event pulls and warehouse queries are not fully live for every product yet.** Connecting early is safe prep; do not expect full sync until Caliber enables it for your org.

{% tabs %}
{% tab title="Salesforce" %}
**Auth:** In-app OAuth (PKCE) with scopes `api`, `refresh_token`, `openid`, `id`\
**Who:** Salesforce admin

1. Open **Settings → Integrations → Salesforce**.
2. Click **Connect** and complete Salesforce login. You do **not** paste a Consumer Key.

Closed / External Client App orgs may need Caliber’s managed package installed first (your Caliber contact will say if that applies).

**Today:** OAuth tokens stored encrypted. **CRM sync:** later.
{% endtab %}

{% tab title="Mixpanel" %}
**Auth:** Service account username + secret + project ID + region (no third-party OAuth)\
**Who:** Mixpanel analyst or higher on the project

1. Open **Settings → Integrations → Mixpanel**.
2. Paste service account credentials and project details.

**Today:** Credentials encrypted. **Event pull:** later / opt-in.
{% endtab %}

{% tab title="Snowflake" %}
**Auth:** Caliber generates a key pair; you run `ALTER USER` to set the public key\
**Who:** Snowflake user admin (ACCOUNTADMIN not required just to connect)

1. Open **Settings → Integrations → Snowflake**.
2. Follow the modal to create the service user and attach Caliber’s public key.
3. Never paste a private key or password into Caliber.

**Today:** Encrypted private key stored. **Warehouse queries:** later.
{% endtab %}
{% endtabs %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.trycaliber.ai/connect-your-providers/business-data.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
