Docs/Integrations/Salesforce
Enterprise

Salesforce Integration

Enterprise-grade integration with Salesforce CRM including leads, contacts, accounts, and custom objects.

Integration Features

Create Leads or Contacts automatically
Link to existing Accounts
Log conversations as Activities
Create Cases for support requests
Sync to custom objects
Trigger Process Builder flows
Support for Salesforce Sandbox
Field-level security respected

Prerequisites

  • Salesforce Edition

    Professional, Enterprise, or Unlimited edition required

  • API Access

    API access must be enabled for your org

  • User Permissions

    Connected user needs Create/Edit permissions on target objects

Setup Steps

  1. 1

    Navigate to Settings → Integrations → Salesforce

    Open the Salesforce integration settings

  2. 2

    Click 'Connect Salesforce'

    Choose Production or Sandbox environment

  3. 3

    Log in to Salesforce

    Use your Salesforce credentials to authenticate

  4. 4

    Grant OAuth Permissions

    Allow Chatmefy to access your Salesforce org

  5. 5

    Select Object Type

    Choose Lead, Contact, or Custom Object

  6. 6

    Map Fields

    Map Chatmefy fields to Salesforce fields

  7. 7

    Configure Options

    Set duplicate handling, assignment rules

  8. 8

    Test & Activate

    Send test data and verify in Salesforce

Advanced Configuration

Duplicate Handling

Skip, update existing, or always create new records

Assignment Rules

Use Salesforce assignment rules for Lead/Case routing

Record Type

Specify which Record Type to use for new records

Owner Assignment

Assign to specific user, queue, or use round-robin

Next Steps

Slack IntegrationSet Up Webhooks