---
title: "Connect Salesforce to AI Email Using OAuth"
slug: "connect-salesforce-to-ce-using-oauth-1"
updated: 2026-07-16T11:04:19Z
published: 2026-07-16T11:04:19Z
canonical: "support.6sense.com/connect-salesforce-to-ce-using-oauth-1"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.6sense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Salesforce to AI Email Using OAuth

To connect Salesforce to AI Email (AIE) using OAuth:

1. In AIE, go to the **Integrations**.
2. Select Install. AIE redirects to Salesforce.
3. Log in with your Salesforce or the API User’s credentials. Upon authentication, you are redirected back to AIE.

### Follow the steps pictured below in Settings to complete your integration:

[See more here on how to implement Salesforce integration.](/v1/docs/integrate-ce-with-salesforce)

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/9982052536467-mceclip0-1024x518.png)

## Troubleshoot disconnections

The connection to Salesforce may occasionally expire, and disconnect the integration. This prevents AIE auto-enrollments and the pushing of updates. When there is a disconnection, follow these steps.

#### 1. Check the refresh token policy in Salesforce

1. In the Salesforce **Setup** page, search for and navigate to **Connected Apps OAuth Usage**
2. Find the Saleswhale / Conversational Email Connected app, and select **Manage App Policies**. If you do not see this option, but instead see an option to **Install** the app, click on that first, and then on **Manage App Policies** (The app is already connected, this installation simply allows more granular management of app policies).
3. Under **Refresh Token Policy**, if **Refresh token is valid until revoked** is not selected, select it.
4. Save the changes.

#### 2. Check the number of OAuth connections

Salesforce restricts users from being connected to more than 5 AIE Teams at a time. To check this:

1. Login as the API User.
2. Go to the user’s settings and search for **Advanced User Details.**
3. In the **OAuth Connected Apps** section, if you see the 6sense AIE Application appear 5 times, then you have reached the limit of Teams that can be connected. You will need to reconnect in the following step with a different Salesforce user.

#### 3. Unable to reconnect after a Salesforce security or compliance update

If you cannot reconnect Salesforce after a Salesforce security or compliance update, verify that the Salesforce integration user has the following permissions:

- Customize Application
- Manage Connected Apps
- Approve Uninstalled Connected Apps

These permissions are required to reconnect a Salesforce connected app that was uninstalled or disconnected during a Salesforce security or compliance update. After assigning the permissions, try reconnecting the Salesforce integration again.

#### 4. Reconnect to Salesforce in AIE.

Follow the steps above to reconnect to Salesforce.

Application Programming Interface; a set of rules that allows different software applications to communicate with each other.