Complete this document and share with your Inflection team and Salesforce administrator.

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Scope of Sync

Salesforce > Inflection

1. Which will you sync to Inflection?
   1. Leads: Y/N
   2. Contacts: Y/N
   3. Accounts: Y/N
2. How many fields will you sync for each object:
   1. Leads: # records; # fields
   2. Contacts: # records; # fields
   3. Accounts: # records; # fields
3. Will you sync all leads/contacts from Salesforce? Y/N
   1. If not, note that a selective sync from Salesforce to Inflection requires a Boolean field in Salesforce as a sync filter (example: Sync to Inflection = True).
4. When leads/contacts are created in Salesforce, should an Inflection contact be created? (This is recommended.) Y/N
5. When leads/contacts are deleted in Salesforce, should the related Inflection contact be deleted as well? Y/N

Inflection > Salesforce

1. Will Inflection create and update lead/contact records? (Will this be a bidirectional sync?) Y/N
2. Will you sync all Inflection contacts to Salesforce? Y/N
3. What are the minimum required fields to create a new lead/contact in Salesforce?
   1. Email
   2. Last Name
   3. Company
   4. Add more as applicable

Field Mapping

1. Do you have standard or custom fields on lead, contact, or account records that are not on the auto-map list below? If yes, custom field mapping will be required (this is likely). Y/N
   1. Email
   2. Name
   3. First Name
   4. Last Name
   5. Company Name
   6. Title
   7. Unsubscribed
   8. Phone Number
   9. Person Created Time
   10. Account ID
   11. SFDC ID

Next Steps

Share this with your Inflection team and your Salesforce administrator as part of the integration request.

Read and share with your Salesforce administrator our Inflection Help Center Salesforce documentation.