# Salesforce Integration Settings

## **Authorization Information**

You can view details about the **integration user,** the Salesforce user who connected the app, on the **Sync Settings** tab of your configuration. This section displays:

* **Integration User:** The email address of the Salesforce user who connected the integration
* **Connection Date:** The date the integration was initially connected
* **Authorization Date:** The date the integration was authorized to access Salesforce
* **User Salesforce Permissions:** The user’s Salesforce role and permission level

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FfkRjuf1sobvsEwgINn6u%2FScreenshot%202025-11-14%20at%2011.14.10%E2%80%AFAM.png?alt=media&#x26;token=8a90ba1e-ec2a-4a78-a90b-81d51d42e18e" alt=""><figcaption></figcaption></figure>

By clicking into "See Permissions" you can view the integration user's role and user permissions.

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FmEcc9RnFjgkN2nnK8Xn2%2FScreenshot%202025-11-14%20at%2011.21.41%E2%80%AFAM.png?alt=media&#x26;token=0c1ca01a-efab-4452-ba88-19efe7a4706a" alt=""><figcaption></figcaption></figure>

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## **General Settings**

In this section you can configure your integration settings for team member assignments, auto syncing, primary sync objects, and campaigns.

#### **Integration Assignment**&#x20;

You can choose which team members this integration applies to. In this section, you can assign the integration to the **full team** or to a specific **subteam**, depending on how you want leads to sync into Salesforce.

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2Fm41rVYpVuYkD8Ix2VUVV%2FScreenshot%202025-11-13%20at%2010.51.05%E2%80%AFPM.png?alt=media&#x26;token=ab31623e-c3f6-44a8-8a4c-6268c1e5f4eb" alt=""><figcaption></figcaption></figure>

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#### **Auto Sync**&#x20;

This toggle controls how Popl leads flow into Salesforce. You can choose between **automatic syncing** or **manual lead selection**, depending on how much control your team needs.

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FywhtjopT9Fva0ZyGQBqk%2FScreenshot%202025-11-13%20at%2011.08.12%E2%80%AFPM.png?alt=media&#x26;token=16cb94ef-b8ad-43cf-a75d-1d44baf686f6" alt=""><figcaption></figcaption></figure>

**Auto Sync ON - Instant Lead Syncing (Recommended)**

When Auto Sync is enabled, every new lead captured by any team member is immediately pushed to Salesforce.

* No manual data entry
* No lead selection required
* Fast, fully automated workflow for maximum efficiency

**Auto Sync OFF - Manual Lead Selection**

When Auto Sync is turned off, leads are not automatically sent to Salesforce. Instead, admins or members choose which leads to sync. This option provides more control for teams that want to review or qualify leads first.

**Admin Controls**

* Can sync any team member’s leads at any time.

**Member Controls**

* Can sync only their own leads.
* Admins can disable member syncing if needed.

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#### **Primary Object Sync**&#x20;

Adjust the toggle to choose whether you want to sync leads or contacts to Salesforce.&#x20;

#### **Primary Object - Leads**

When syncing Popl leads to Salesforce as **Lead** records, the integration first performs a **lookup** to determine whether the lead already exists in your Salesforce org. This lookup uses the lead’s **email address** and **phone number** as the primary identifiers to match against existing Salesforce records.

Based on the results of this lookup, the integration will follow **one of three paths**:

1. **No Lead Found → Create New Lead**

If the lookup does not find an existing Lead that matches the Popl lead’s email or phone number, the integration will create a **new Lead record** in Salesforce.\
Lead ownership and any field mappings you’ve configured will be applied automatically according to your Salesforce Integration settings.

2. **No Lead Found, but a Contact Exists → Update Existing Contact (Advanced Settings)**

With **update existing Contacts is toggled on** in Advanced Settings (see below), if no Lead is found, the integration will then check for an existing **Contact** with the same email or phone number.If a matching Contact is found, the integration will **update the existing Contact record** instead of creating a new Lead.

This behavior ensures Salesforce does not block the sync due to duplicate matching rules, since Salesforce prevents creating a new Lead when a matching Contact already exists.

3. **Existing Lead Found → Update Existing Lead**

If a Lead is found using the Popl lead’s email or phone number, the integration will **update the existing Lead**.

Your update behavior is determined by the mapping settings you selected: Overwrite, Complete if missing, or Append.

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#### **Primary Object - Contacts**

When syncing Popl leads to Salesforce as **Contact** records, the integration first performs a **lookup** to determine whether the **Contact** already exists in your Salesforce org. This lookup uses the Contact’s **email address** and **phone number** as the primary identifiers to match against existing Salesforce records.

Based on the results of this lookup, the integration will follow **one of three paths**:

1. **No Contact Found → Create New Contact**

If the lookup does not find an existing Contact that matches the Popl lead’s email or phone number, the integration will create a **new Contact record** in Salesforce.\
**Contact** ownership and any field mappings you’ve configured will be applied automatically according to your Salesforce Integration settings.

2. **No Contact Found, but a Lead Exists → Update Existing Lead (Advanced Settings)**

With **update existing Leads is toggled on** in Advanced Settings (see below), if no **Contact** is found, the integration will then check for an existing **Lead** with the same email or phone number. If a matching **Lead** is found, the integration will **update the existing Lead record** instead of creating a new **Contact**.

3. **Existing Contact Found → Update Existing Contact**

If a Contact is found using the Popl lead’s email or phone number, the integration will **update the existing Contact**.

Your update behavior is determined by the mapping settings you selected: Overwrite, Complete if missing, or Append.

**Note:** In most Salesforce configurations, when creating a contact, the contact needs to be attached to an **Account record**. The integration will create an account if no account exists, or update an existing account. See more in the [**Field Mapping Section**](https://docs.popl.co/introduction/integrations/salesforce-integration/salesforce-field-mapping)**.**&#x20;

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#### **Campaign Selection**&#x20;

If you want this integration to automatically associate new Popl leads with a specific Salesforce Campaign, you can select the campaign in this settings section.

This feature is most commonly used at the **campaign integration level**, where different teams may want their leads funneled into different Salesforce Campaigns. However, you are able to change the campaign in this section as you attend different events.

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FC8dLyFk8J3j5PQQqlo1J%2FScreenshot%202025-11-13%20at%2011.29.45%E2%80%AFPM.png?alt=media&#x26;token=64fa3fa7-2cef-4163-8793-2516fde4683b" alt=""><figcaption></figcaption></figure>

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### Advanced Settings

In the Advanced Settings section, you can choose your syncing logic and configure how notes are mapped to Salesforce. To access these options, click **Show**.

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2Fo7OVFwHAsDfk09WHa6vV%2FScreenshot%202025-11-13%20at%2011.34.35%E2%80%AFPM.png?alt=media&#x26;token=cf73ce58-be6b-48cd-9761-6c913d4a7b2e" alt=""><figcaption></figcaption></figure>

Once Advanced Settings are revealed, you can toggle each option on or off as needed.

#### **Update Contact Logic**&#x20;

Toggling this **on** will apply the custom mappings that have been set under the Contacts section to a Contact, if the Contact already exists.&#x20;

*For example, if your primary sync object is Leads, but the synced lead **already exists as a contact,** we will apply the contact mappings.*&#x20;

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FhqdN3ktldp7ajWCxVmA5%2FScreenshot%202025-11-13%20at%2011.34.26%E2%80%AFPM.png?alt=media&#x26;token=45e17ef8-52a0-44b0-844e-3aa0942890c9" alt=""><figcaption></figcaption></figure>

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#### **Sync Notes**&#x20;

Have this setting toggled on to sync Popl notes to the Notes object in Salesforce

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FrEgzdc5gtIZYLTxzmNcf%2FScreenshot%202025-11-13%20at%2011.45.29%E2%80%AFPM.png?alt=media&#x26;token=75a93df2-3bfb-43ed-a94c-6cf8f303eb23" alt=""><figcaption></figcaption></figure>

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### Save your Settings

Once you have configured your integration settings, be sure to save your changes. You can do this by clicking **Save** in the top-right corner of the integration configuration page.

<figure><img src="https://3940976487-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhZY7WR46v9ngHXb5FbhZ%2Fuploads%2FUo2Zg2743yXAEnYfgb0n%2FScreenshot%202025-11-14%20at%2012.12.47%E2%80%AFPM.png?alt=media&#x26;token=3312719e-1b87-40ef-b198-7663c8c98d49" alt=""><figcaption></figcaption></figure>

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By fine-tuning these integration settings, you can ensure that Popl and Salesforce work together seamlessly—moving your leads where they need to go, keeping your data clean, and helping your team stay fast and efficient.

Once your configuration is complete, your workflow becomes fully streamlined: smarter syncing, fewer manual steps, and a smoother experience for everyone on your team.

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#### Need Help?

Contact Popl Support – our team is available to assist at <teams@popl.co>.

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With 🤍 from Popl.&#x20;