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The Salesforce sync keeps the contacts in your Inflection account up to date with the latest data from your Salesforce account. Inflection integrates with Salesforce Leads, Contacts, Accounts, Campaigns, Campaign Members, and Opportunities. Leads and Contacts sync in both directions. Accounts, Campaigns, and Opportunities sync from Salesforce into Inflection only. Inflection does not interact with Activities or Custom Objects at this time.

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Install the App

As required by Salesforce, new connected apps must be installed by a System Administrator, or by a user with the Approve Uninstalled Connected Apps permission.
You must be a System Administrator or have the Approve Uninstalled Connected Apps permission.

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Authorize the Inflection connected app in Salesforce

Salesforce Allow Access screen for the Inflection connected app
  • After authorization, proceed to install the app.

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Install the Inflection connected app in Salesforce

  • In Salesforce, go to Setup.
  • Under Platform Tools, navigate to Apps → Connected Apps → Connected Apps OAuth Usage.
  • Click Install next to the Inflection.io connected app.
Connected Apps OAuth Usage list showing the Install button for Inflection.io
  • In the modal, click Install to complete the installation.
Install confirmation modal for the Inflection connected app After these steps are complete, the Inflection connected app is installed in your Salesforce Instance.

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Connect Salesforce to Inflection

Pre-requisites: Before setting up a Salesforce connection in Inflection, decide which objects to sync and ensure the following:
  • You have administrator access to your Salesforce account
  • Your Salesforce edition has API access
  • Your user profile meets the minimum requirements
Only one Salesforce connection is allowed per account.
  1. In Connections, navigate to Data Connections and click Add new connection. Select Salesforce.
  2. Make sure that you have provided admin credentials to the Inflection sync user and it has API access. Name your connection and click Save.
  3. You will be re-directed to log in to Salesforce. Log in.
  4. The Permissions and access panel lists the permissions Inflection obtained for each object (for example, Read and write Leads). If you don’t have the necessary permissions for the object you wish to sync, provide the correct access to the Inflection sync user in Salesforce, then click Click here to re-check permissions to validate them. Once the appropriate permissions are provided, click Proceed. Permissions and access panel listing the permissions obtained for Leads, Contacts, and Accounts
  5. Under Choose the options to sync, turn on the objects to sync: Lead, Contacts, Accounts, Campaign Members, and Opportunities. Under Set API allocation, enter how many Salesforce API calls to allocate to Inflection (Allocated to Inflection), up to the limit shown under Limited by Salesforce. Click Proceed. Salesforce setup panel with the object sync toggles and Set API allocation
  6. The Summary shows the Connection Name, APIs Allocated to Inflection, Approximate Sync Interval, and Objects Synced. Salesforce setup summary with the connection details and the Mapping section
  7. Under Mapping, click Save & Continue to Unified Mapping. This saves your sync setup and opens Unified Mapping without starting the sync.
  8. Map your default and custom fields, then start the sync with Salesforce when you are ready.
    We recommend mapping all default fields, and any fields that are mandatory in Salesforce for lead or contact creation. To find out which fields are mandatory for each object in your Salesforce instance, contact your Salesforce system administrator.
If you click Cancel, the setup closes. You can start it again and update these settings later in Sync Settings.
By default, the Salesforce objects you selected sync into Inflection, but Inflection does not create leads or contacts in Salesforce. To have Inflection create Salesforce leads or contacts as soon as the sync starts, configure the Inflection → Salesforce settings (see below) before you start the sync.

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General Settings

After the connection is set up, open it from Connections and go to Sync Settings → General Settings. Click Edit to change a setting and Save to apply it. General Settings showing Contact/Lead Sync, Person Object Linking Behavior, Account Sync, Campaign Member Sync, Opportunity Sync, and Opportunity Matching Strategy

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Contact/Lead Sync

Use Sync Salesforce person object from sources to choose which Salesforce person objects sync to Inflection: Leads, Contacts, or Leads & Contacts.

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Person Object Linking Behavior

Inflection treats each email address as one contact. When one email matches more than one Salesforce Lead or Contact, Inflection links the contact to a single record. Field updates, campaign membership, and lead status are written to that record. Use Person Object Linking Behavior to choose which record Inflection links to:
  • Oldest — Link to the Salesforce Contact or Lead with the earliest created date. This is the default.
  • Newest — Link to the Salesforce Contact or Lead with the most recent created date.
  • Most Recently Updated — Link to the Salesforce Contact or Lead most recently updated in Salesforce.
General Settings showing the Person Object Linking Behavior options Oldest, Newest, and Most Recently Updated
A new setting applies to an email the next time one of its Salesforce records is created or updated. Contacts are not re-linked all at once when you save.
If you link a contact to a specific Salesforce record yourself, from the Salesforce tab on the contact, Inflection keeps that link. The setting never overrides a record you chose manually.
Users with the Viewer role can see this setting but can’t change it.

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Account Sync

Turn on Enable account sync to sync Salesforce Accounts into Inflection. Account sync is read-only: Inflection reads Accounts from Salesforce and does not write them back. Map Account fields in Unified Mapping.

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Campaign Member Sync

Turn on Enable Campaign member read sync to sync Salesforce Campaign membership into Inflection. Use Campaign Type Selective Sync, below the Opportunity settings, to choose which campaigns sync. Each Salesforce campaign type is listed with a Sync toggle; only campaigns of the types you turn on sync with Inflection. Use Search campaign type or Add filter to find a type. To add contacts to a Salesforce campaign from Inflection, use the Add to Salesforce Campaign journey flow step.

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Opportunity Sync

Opportunity sync is a read-only sync of Salesforce Opportunities and the Contact Roles attached to them.
Pre-requisites:
  • Read access to the Opportunity object on your Salesforce sync user’s profile
  • Read access to the Opportunity Contact Role object
Turn on Enable Opportunity read sync. Enable Opportunity read sync toggle in General Settings
Turning the sync on for the first time triggers a one-time historical backfill of all your existing Opportunity records. Subsequent syncs run on the standard interval and pull only Opportunities updated since the last sync.

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Opportunity Matching Strategy

Your Opportunity Matching Strategy controls which contacts a Has Salesforce Opportunity filter returns. It is a single workspace-wide setting that applies to every Dynamic List, journey audience, and segment, so deal-aware audiences behave consistently everywhere.
  • Deal Team Only: matches a person to an Opportunity only when they appear as an explicit Contact Role on the deal. Smallest, most precise audience; depends on your Salesforce Contact Role data quality.
  • Salesforce Account Only: matches anyone Salesforce links to the Opportunity’s account. Broader than Contact Roles but limited to contacts Salesforce has on the account, not Inflection’s own matches.
  • Salesforce + Our Matches: matches anyone at the Opportunity’s account, including the contact-to-account matches Inflection discovers automatically. Broadest reach across the account.
Opportunity Matching Strategy options in the Opportunity Sync settings
Workspaces that already use Opportunity sync stay on Deal Team Only, the original behavior, so your existing audiences do not change. Switch to a broader strategy whenever you are ready; the change applies on the next list evaluation, with no need to rebuild your lists.
See Salesforce Opportunities to map fields, browse synced Opportunities, and filter audiences.

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Salesforce → Inflection Settings

Go to Sync Settings → Salesforce → Inflection to control which Salesforce records sync into Inflection and what happens when they change. Salesforce to Inflection settings showing Selective sync and the sync rules for creating and deleting contacts in Inflection By default, all Salesforce records with a valid email address sync from Salesforce:
  • Where an Inflection contact already exists, the Inflection contact links to the Salesforce lead or contact record.
  • Where an Inflection contact does not already exist, an Inflection contact is created and linked to the Salesforce lead or contact record.

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Selective Sync

Limit which new Salesforce leads and contacts are created in Inflection:
  1. In Salesforce, create a Boolean field on the lead and contact objects, for example Sync to Inflection.
  2. Set the field to true for every lead or contact you want to create in Inflection.
  3. In Inflection, turn on Selective sync for lead and/or Selective sync for contact, and select the Boolean field. Salesforce leads or contacts are then created in Inflection only when the field is true.
Even when Sync to Inflection is false, if the record already exists in Inflection, the Salesforce record is linked to the existing Inflection record. Field updates for both records follow the mapping rules configured in Inflection.
If Selective sync is enabled, any leads or contacts added to the Salesforce inclusion list are automatically marked true.

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Sync Rules

Under Sync rules for creating, updating and deleting contact in Inflection, choose what happens in Inflection when a Salesforce lead or contact is created or deleted. Set each rule separately for Leads and Contacts.
The action of creation, deletion, or do nothing only takes effect from the time the setting is updated. For example, if the deletion setting is Do nothing on day 1 and is changed to delete on day 2, Inflection only deletes contacts whose Salesforce leads or contacts are deleted after the change on day 2.
Converted leads: When a lead has been converted to a contact in Salesforce and that contact is later deleted, Inflection deletes the contact and does not recreate the person as a lead. This applies regardless of the Lead deletion preference.

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Inflection → Salesforce Settings

Go to Sync Settings → Inflection → Salesforce to control which Inflection contacts are created in Salesforce and what happens when they change. Inflection to Salesforce settings showing the inclusion list and the create and delete rules

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Inclusion List

An Inflection contact must be on the inclusion list to sync to Salesforce. Under Select an inclusion list, choose one of:
  • Dynamic list asset
  • Static list
  • Journey Audience
Only contacts who are members of this list are created in Salesforce. Contacts not on the list are not created in Salesforce until they are added to it.
If no list is selected, all Inflection contacts are synced to Salesforce.

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Creating, Updating, and Deleting Leads/Contacts in Salesforce

  • When Inflection contact is created or updated: choose whether Inflection creates a contact in Salesforce (Create a contact in Salesforce) or does nothing.
  • When Inflection contact is deleted: defaults to Do nothing.
As with Salesforce → Inflection sync rules, a change only applies from the time the setting is updated.

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Salesforce Opportunities

With Opportunity Sync on, synced Opportunities are available across Inflection.

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Map Opportunity Fields

Opportunity fields are mapped in Unified Mapping. Click Unified Mapping, and open the Opportunity Mapping tab to map the standard and any custom Opportunity fields.
Opportunity ID, Is Deleted, Salesforce Created Time, and Salesforce Modified Time are handled automatically. Opportunity ID is the identifier for the record, and the other three are connection-managed fields fetched from Salesforce. None of them can be mapped.

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Browse Synced Opportunities

After sync completes, view all synced Opportunities in the listing page. To open the listing page:
  1. In the left navigation, click the Database icon
  2. Select Salesforce Opportunities
Salesforce Opportunities listing page The listing page shows the following columns:
  • Opportunity — Opportunity name with a link to open the record in Salesforce
  • Account — The associated Salesforce Account
  • Stage — Current Opportunity stage (e.g., Prospecting, Closed Won)
  • Amount — Opportunity amount
  • Close Date — Expected or actual close date
  • Created Date — When the Opportunity was created in Salesforce
  • Owner — Salesforce Owner of the Opportunity
  • Contacts — Total Contact Roles on the Opportunity in Salesforce
  • Contacts in Inflection — How many of those Contact Roles are matched to contacts in your Inflection database
  • Last Synced — When Inflection last refreshed this record from Salesforce
The Contacts in Inflection column is a quick way to gauge how a contact-role-based audience will perform before you build it. A low value relative to Contacts indicates Salesforce contact roles that haven’t been matched to any Inflection contact yet.
Use the Search by opportunity name field or Add filter to narrow the listing.

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View Opportunities on a Contact

Each contact’s profile shows the Opportunities they’re associated with, alongside their Salesforce Campaign membership and sync status. To view Opportunities on a contact:
  1. Open any contact record
  2. Click the Salesforce tab in the contact navigation
  3. Scroll to the Salesforce Opportunities section
The Opportunities table on a contact profile shows:
  • Opportunity Name, Account, Stage, Amount, Close Date
Salesforce Opportunities section on a contact profile

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Filter Audiences by Opportunity

Use the Has Salesforce Opportunity filter in any Dynamic List, journey audience, or segment to target contacts based on deal data: Stage, Amount, Close Date, Owner, custom Opportunity fields, and more. Which contacts match depends on your Opportunity Matching Strategy.
For full setup of the filter and best practices on chaining conditions, see Building Audiences.

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Monitor Your Sync

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Sync History

The Sync History tab lists each sync run. Runs with errors show a red underlined error count, e.g. “3 errors”. Click the count to open those errors in Sync Health.

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Sync Health

The Sync Health tab lets you monitor API usage and investigate sync errors between Inflection and Salesforce. To access Sync Health, go to Connections > Salesforce and click the Sync Health tab in the sidebar. The page displays:
  • An API Limit summary at the top showing your current Salesforce API usage.
  • A Sync Errors table below it with a count header (e.g. “Sync errors (42)”).
Sync Health tab showing the API call usage summary and the Sync errors table

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Sync Errors Table

The Sync Errors table shows individual errors from Salesforce sync runs. Each row includes:
Cells with no data display ”—” instead of blank values.

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Filter Sync Errors

Click the filter icon next to the search field to open the filter panel. The following filters are available: Applied filters appear as chips above the table. Click the X on a chip to remove that filter. Filter sync errors panel with the Object name filter options expanded

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Search by Email

Use the Search by email field above the table to find errors for a specific contact. Type an email address and the table filters after a short delay. The search field accepts up to 200 characters. You can jump directly from a sync run to its errors:
  1. Go to the Sync History tab.
  2. Find a sync run that has errors (shown as a red underlined count, e.g. “3 errors”).
  3. Click the error count. The view switches to the Sync Health tab with the Sync Errors table filtered to that sync run. A filter chip “Sync run: [runId]” appears above the table.
  4. To clear the filter and see all errors, click the X on the sync run filter chip.

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Export Sync Errors

Download sync errors as a CSV file to review them offline or share them with your Salesforce admin.
  1. Go to Connections > Salesforce and click the Sync Health tab.
  2. Optionally, search by email or add filters to narrow down the errors you need.
  3. Click Export CSV.
The export runs in the background and its progress shows in the export panel at the bottom-right of the screen. When it finishes, the CSV file downloads automatically. Sync Health tab with the Export CSV button next to the search and filter controls The file includes every error that matches your current search and filters, not only the page you’re viewing. It has the same columns as the table plus an Archived column (Yes / No), with the newest errors first.
Exports are limited to the last 6 months (180 days) of sync errors.
To export the errors from a single sync run, click its error count on the Sync History tab first, then click Export CSV.
  • Email column: Click any email address to navigate to that contact’s detail page in Inflection.
  • Object ID column: For object types that have a CRM record page — Contact, Lead, Account, and Opportunity — the Object ID is a clickable link that opens the Salesforce record in a new browser tab. For other object types (e.g. Connection, Campaign Member Status), the Object ID displays as plain text.

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Disconnect Salesforce

Click Disconnect in your Salesforce connection to remove it. Disconnect Salesforce connection dialog Disconnecting removes:
  • Salesforce integration settings
  • Contact, Account, and Opportunity field mappings
  • Custom object syncs, including their settings and field mappings
Disconnecting does not remove the Inflection contacts, companies, and deals created from Salesforce leads, contacts, accounts, and opportunities, or any property values added from Salesforce field mapping.

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Frequently Asked Questions

Inflection sees person records as unique by email address. It will not allow duplicates (with rare exception). If more than one record exists in Salesforce with the same email address (two leads, two contacts, or a lead and a contact), Inflection links the contact to one of them. By default, that’s the oldest record. To link to the newest or the most recently updated record instead, change the Person Object Linking Behavior setting in your Salesforce connection’s General Settings.
The setting applies to an email the next time one of its Salesforce Leads or Contacts is created or updated. Until then, the contact keeps its current link. If you linked the contact to a record yourself from the contact’s Salesforce tab, it stays linked to that record whatever the setting is.
Inflection follows the record. The Inflection contact that was synced to a lead continues to sync with the contact it was converted to.If the converted contact is later deleted in Salesforce, and your Contact deletion preference is set to delete, Inflection deletes the contact. The person is not recreated as a lead from the original lead record.
Inflection users set this frequency — the most frequent option is every 1 minute. What this means: 1 minute after every complete sync, Inflection/Salesforce sync records that were modified since the previous sync. Note that this frequency refers to the frequency between the syncs; the syncs themselves can take longer than 1 minute.
Yes. Map custom Opportunity fields on the Opportunity Mapping tab in Unified Mapping, the same way you map Account or Contact custom fields.
Inflection links Opportunities to contacts using your workspace’s Opportunity Matching Strategy, set in your Salesforce connection’s Opportunity Sync settings. Choose Deal Team Only to match only contacts with an explicit Contact Role, Salesforce Account Only to match contacts linked to the account in Salesforce, or Salesforce + Our Matches to also include the contacts Inflection matches to the account automatically. Workspaces that already had Opportunity sync stay on Deal Team Only until you change it.
Opportunity sync is read-only, and Opportunity-based journey triggers and conversion events are planned for a future release. For now, use scheduled journeys with Dynamic List audiences that filter on Opportunity Stage.
No. Workspaces that already use Opportunity sync stay on Deal Team Only, the same behavior as before, so your existing audience counts will not change. To reach more contacts at an account — for example, to suppress an entire account during an active deal — switch your Opportunity Matching Strategy in the Salesforce connection’s Opportunity Sync settings.