Connecting to Salesforce

We now offer a native integration with Salesforce, making it easier than ever to keep your workflow smooth and your data where it belongs.

In this article, we’ll walk you through connecting your Salesforce account and verifying the connection.

Connecting Your Salesforce Account

To get started:

1. Go to the Integrations tab in your platform dashboard.

2. Find Salesforce in the list and click Connect.

3. You’ll be redirected to the Salesforce login page.

💡 If you’re already logged in on your browser, you might skip the login screen altogether.

4. Enter your Salesforce credentials and click Log In. 

Permissions Required:

To complete the integration, the platform requires the following Salesforce permissions:

• Access the identity URL service

• Manage user data via APIs

• Manage user data via Web browsers

• Access Connect REST API resources

• Access Visualforce applications

• Access unique user identifiers

• Access custom permissions

• Access Analytics REST API resources

• Access Analytics REST API Charts Geodata resources

• Manage hub connections

• Manage Pardot services

• Access Lightning applications

• Access content resources

• Manage Data Cloud Ingestion API data

• Manage Data Cloud profile data

• Perform ANSI SQL queries on Data Cloud data

• Access chatbot services

• Perform segmentation on Data Cloud data

• Manage Data Cloud Identity Resolution

• Access Headless Forgot Password API

• Manage Data Cloud Calculated Insight data

• Access Headless Registration API

• Access Interaction API resources

• Access all Data Cloud API resources

• Access Einstein GPT services

• Access Headless Passwordless Login API

• Perform requests at any time

Once connected, you should return to the platform and see the integration screen.

If not, go to Integrations > Salesforce > Manage.

Finally, ensure the app is installed in Salesforce. Click Install if needed.

Once the integration is connected, the following prospect data can now be pushed to the default fields in Salesforce:

• First Name

• Last Name

• Email (personal email)

• Phone (default phone number)

For additional data points, custom fields can be configured. See the article below for further instructions:

➡ How to Set Up Custom Fields in Salesforce