# Salesforce

Startdeliver integrates with Salesforce CRM. Once connected, Salesforce accounts sync to Startdeliver customers, contacts sync to users, and activity — events, tasks, ContentNotes, and engagement history — syncs as customer interactions. The integration is bi-directional with webhook support for real-time updates. Teams using Salesforce as their CRM can connect via OAuth and configure in a few hours.<br>

**Where to find it:** Apps → Salesforce **Who can access it:** Admins

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#### What it does

The Salesforce integration keeps your CRM and Startdeliver aligned in both directions. Account and contact data syncs into Startdeliver so CS teams have current customer records without manual imports. Activity data — events, tasks, notes, and comments — syncs between the two platforms so nothing gets siloed. Webhooks are available for immediate real-time updates when records change in either system.

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#### What syncs

**Accounts → Customers** Salesforce accounts sync to customer records in Startdeliver. Field mapping, filters for selective syncing, and customizable sync behavior are all configurable.

**Contacts → Users** Salesforce contacts sync to user records in Startdeliver, ensuring the right people are connected to the right customer accounts.

**Startdeliver customers → Salesforce accounts** The sync works in reverse too. Webhooks are available for immediate creation or update of a Salesforce Account when a customer is created or updated in Startdeliver.

**Startdeliver users → Salesforce contacts** User updates in Startdeliver sync back to Salesforce contacts. Webhook available for immediate updates.

**Events** Salesforce events sync to Startdeliver as interactions. Startdeliver meeting interactions sync back to Salesforce as events — keeping activity history consistent across both platforms.

**Tasks** Tasks sync bi-directionally between Salesforce and Startdeliver. When a task is created in Startdeliver it is immediately created in Salesforce if webhook sync is enabled. Updates to Salesforce tasks sync back to Startdeliver. Task comments from Startdeliver can also sync to Salesforce via webhook.

**ContentNotes** Salesforce ContentNotes sync to Startdeliver as interactions — giving CSMs visibility of notes written in Salesforce directly on the customer profile. Customer comments made in Startdeliver can sync back to Salesforce as ContentNotes.

**Salesforce owners → Startdeliver team members** Optionally set Salesforce account owners as the assigned team members in Startdeliver. When enabled, Salesforce ownership overwrites Startdeliver team member assignments on sync.

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#### Setup

1. Go to Apps → Salesforce
2. Click "Click to start authentication" and authorize Startdeliver access to your Salesforce org via OAuth
3. Configure the Config field with your Salesforce connection settings
4. Enable the sync options you need (see Settings below)
5. Configure field mapping for customers and users
6. Set up filters for selective syncing if needed
7. Save

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#### Settings

**Sync tasks from Startdeliver to Salesforce** When enabled, tasks created in Startdeliver are immediately created as tasks in Salesforce. Useful for keeping task activity visible to Sales teams who work primarily in Salesforce.

**Set Salesforce owners as Startdeliver team members** When enabled, the Salesforce account owner is used to set the assigned team member in Startdeliver. The app will overwrite existing Startdeliver assignments with the Salesforce owner on each sync. Enable this if Salesforce is your source of truth for account ownership.

**Sync ContentNotes from Salesforce to Startdeliver** Salesforce ContentNotes appear as interactions on the customer profile in Startdeliver. Enable this to give CSMs visibility of notes written by Sales or other teams in Salesforce.

**Sync comments from Startdeliver to Salesforce ContentNotes** Comments made on customers in Startdeliver sync back to Salesforce as ContentNotes. Webhook available for immediate syncing. Enable this if Salesforce needs to stay current with CS team notes and activity.

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#### Webhooks

Webhooks are available for real-time updates across multiple sync types — customer creation and updates, user updates, task creation and updates, and comment syncing. Enable webhooks for the sync types where immediacy matters. Scheduled sync jobs continue to run alongside webhooks to catch anything missed between real-time events.

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#### Common use cases

* Give CSMs full visibility of Salesforce account and contact data without needing Salesforce access
* Keep account ownership aligned between Sales (Salesforce) and CS (Startdeliver)
* Surface Salesforce activity history — events, notes, tasks — on the customer profile in Startdeliver
* Push CS task activity back to Salesforce so Sales teams stay informed
* Maintain a single source of truth for notes across both platforms via ContentNotes sync

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