> 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