> ## Documentation Index
> Fetch the complete documentation index at: https://docs.1eye.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Connect Salesforce as a Destination and map 1eyeᴬᴵ fields to your Salesforce contact and company properties.

Push buyers and companies from your target lists into Salesforce, with full control over which fields go where.

### Before you begin

* Admin or app-authorization permissions in the Salesforce account you're connecting
* At least one Target List with contacts or companies in it
* Admin or Marketer access to your 1eyeᴬᴵ workspace

For this guide, we'll use Snowbricks as the example workspace.

| Field           | Example                                         |
| --------------- | ----------------------------------------------- |
| Company         | Snowbricks                                      |
| Domain          | snowbricks.io                                   |
| Workspace admin | Matt Bru                                        |
| Admin email     | [matt@snowbricks.io](mailto:matt@snowbricks.io) |

### Connect Salesforce

Connecting Salesforce happens inside a destination workflow, at the Destination node.

**Step 1: Open the Destination node**

If Salesforce isn't connected yet, the node shows:

> Salesforce · Not Connected \[Connect]

Select Connect.

**Step 2: Confirm the connection in 1eyeᴬᴵ**

> Allow 1eyeᴬᴵ to access your Salesforce account? Link Salesforce to sync your target lists, deduplicate against existing contacts, and enrich your Salesforce records.

Select Yes, continue.

**Step 3: Continue to Salesforce**

Opens a Salesforce-hosted login screen in a new window. Select Log In if you already have an account.

**Step 4: Log in to Salesforce**

Enter your Salesforce username and password, or continue with SSO, then select Log In. This is Salesforce's own secure login screen — your credentials are entered directly with Salesforce and never seen by 1eyeᴬᴵ.

**Step 5: Choose your Salesforce org, if prompted**

If you have access to more than one Salesforce org, choose the one that matches your 1eyeᴬᴵ workspace.

**Step 6: Review and allow access**

Review the permissions screen, then select Allow.

**Step 7: Connection confirmed**

The Destination node updates from Not Connected to Connected, and field mapping options appear.

### Field mapping

Mapping is organized into four sections — Standard Contact Fields, Custom Contact Fields, Standard Company Fields, and Custom Company Fields. Each standard field has a Push checkbox — uncheck it if you don't want that field sent to Salesforce.

Standard Contact Fields (example):

| 1eyeᴬᴵ Field | Salesforce Field | Push |
| ------------ | ---------------- | ---- |
| First Name   | FirstName        | ✓    |
| Last Name    | LastName         | ✓    |
| Title        | Title            | ✓    |
| Work Email   | Email            | ✓    |
| Phone        | MobilePhone      | ✓    |
| City         | MailingCity      | ✓    |
| State        | MailingState     | ✓    |
| Country      | MailingCountry   | ✓    |

Custom Contact Fields — push activity data that doesn't exist as a standard Salesforce field:

| 1eyeᴬᴵ Field                | Salesforce Custom Field            |
| --------------------------- | ---------------------------------- |
| Persona Name                | Buyer\_Persona\_\_c (type=text)    |
| Target Page Last Visited At | Last\_Visited\_At\_\_c (type=date) |
| Target Page                 | Target\_Page\_\_c (type=textarea)  |
| Target Page Visit Count     | Visit\_Count\_\_c (type=number)    |

Select + Add more to map additional custom fields.

Standard / Custom Company Fields work the same way, for company-level data (industry, description, employee count, revenue, address, and any custom company field).

Select Save Destination once your mapping is set.

### Monitor pushed records

From the Console, filter Salesforce pushes by All / Pushed / Pending / Failed. Select a contact to see the exact payload sent to Salesforce — contact fields and associated company fields together.

### Disconnect Salesforce

* Open the workflow and select the Destination node
* Select the menu next to the Connected status
* Select Disconnect

Disconnecting stops any workflows using Salesforce as a destination until you reconnect. Records already pushed to Salesforce remain there.

### Best practices

**Connect with an account that has the right permissions** Use a Salesforce login with admin or app-authorization rights, so the connection doesn't get blocked by a permissions gap.

**Review the permissions screen before allowing access** Know what you're granting 1eyeᴬᴵ access to before you select Allow.

**Map required fields first** Make sure fields Salesforce requires (like Last Name) are mapped and populated before pushing, so records don't get stuck in Pending.

**Re-authenticate if the connection breaks** If Salesforce revokes access (password change, admin policy, expired token), reconnect from the Destination node.

### Troubleshooting

| Issue                                      | What to check                                                                             |
| ------------------------------------------ | ----------------------------------------------------------------------------------------- |
| Connect button doesn't open a login window | Your browser isn't blocking pop-ups for 1eye.app.                                         |
| Wrong Salesforce org connected             | Disconnect, then reconnect and choose the correct org when prompted.                      |
| A field isn't showing up in Salesforce     | Confirm the field's Push checkbox is checked, and that the Salesforce field exists.       |
| Custom field mapping isn't saving          | Confirm both the 1eyeᴬᴵ Field and the Salesforce Custom Field are selected before saving. |

### FAQ

<AccordionGroup>
  <Accordion title="Does 1eyeᴬᴵ see my Salesforce password?">
    No. Salesforce login happens on Salesforce's own hosted page. 1eyeᴬᴵ never sees your username or password — only the access token Salesforce issues after you approve the connection.
  </Accordion>

  <Accordion title="What happens if I disconnect Salesforce?">
    Workflows using Salesforce as a destination stop pushing until you reconnect. Records already pushed to Salesforce remain there.
  </Accordion>

  <Accordion title="Can I edit field mapping after a workflow has started running?">
    Yes. Open the Destination node, update your mapping, and save. New pushes will use the updated mapping.
  </Accordion>
</AccordionGroup>

### Next step

Go to [Destinations](/destinations/destination) to build your first Salesforce workflow.
