> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/integrations/crm/salesforce.md).

# Salesforce

Mobly's Salesforce integration syncs captured leads into Salesforce Leads, Contacts, and Accounts (configurable). Three matching strategies, custom object support, per-event Campaign sync. Connection runs through Mobly's new integration platform — no Connected App or OAuth Consumer Key to manage on your side.

|                |                                                                                     |
| -------------- | ----------------------------------------------------------------------------------- |
| **Setup time** | \~30 minutes                                                                        |
| **Difficulty** | Moderate (validation rules, profiles, field-level security)                         |
| **Required**   | Salesforce user with **API Enabled** + create/edit access to Lead, Contact, Account |
| **Status**     | Generally available                                                                 |

## What you can do

* Sync leads to Salesforce Leads, Contacts, or Accounts (pick one of three strategies)
* Sync to custom objects in your Salesforce org
* Map Mobly fields to standard or custom Salesforce fields
* Use Salesforce picklists (restricted or unrestricted) for qualifier mapping
* **Log lead activities to Salesforce as Tasks** — Pulse sequence emails, calls, meetings, LinkedIn touches, SMS, and manual notes become Tasks on the matching Lead or Contact, with the activity type in the Subject. See [Finding Mobly activities in your CRM](/help-center/integrations/crm/finding-activities-in-your-crm.md) for where to look in Salesforce
* Sync per-event to Salesforce Campaigns with Member Status driven by Mobly qualifier values

## What's not supported (yet)

* Opportunity sync (use Salesforce Flow to convert Mobly-created Leads downstream)
* Running Salesforce alongside another CRM in the same Mobly org

## Articles in this section

* [**Salesforce setup guide**](/help-center/integrations/crm/salesforce/setup-guide.md) — full walkthrough, including the three sync strategies and Salesforce-specific gotchas
* [**Connecting Salesforce Campaigns to Mobly Events**](/help-center/integrations/crm/salesforce/connecting-campaigns.md) — per-event Campaign sync
* [**Fixing Salesforce sync errors**](/help-center/integrations/crm/salesforce/troubleshooting.md) — Reconciliation error reference


---

# 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://help.getmobly.com/help-center/integrations/crm/salesforce.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.