Salesforce Integration
Connect your Salesforce CRM to PreSales.io for enterprise-grade data sync, automatic opportunity creation, and seamless workflow integration.
Watch the Setup Guide
Follow along with our step-by-step video tutorial to connect Salesforce in under 10 minutes.
Video Tutorial
Salesforce Integration Setup Guide
Before You Begin
Requirements
- Active PreSales.io Pro or Enterprise account
- Salesforce Professional edition or higher
- Salesforce user with API access enabled
- Admin permissions to install connected apps
Estimated Time
10-15 minutes
for complete setup
Setup Instructions
- Log in to your PreSales.io account
- Click on Settings in the left sidebar
- Select Integrations from the menu
- Find Salesforce in the CRM section
- Click the "Connect" button
Integration Features
Native Salesforce Integration
Built using Salesforce APIs for reliable, enterprise-grade data synchronization.
Bi-directional Sync
Changes in either system automatically sync to the other, keeping data consistent.
Opportunity Automation
Automatically create and update Salesforce Opportunities from PreSales.io proposals.
Enterprise Security
OAuth 2.0 authentication with encrypted data transfer and Salesforce Shield compatibility.
Troubleshooting
Authentication failed
Ensure your Salesforce user has API access enabled. Check with your Salesforce admin that your profile has "API Enabled" permission. Try disconnecting and reconnecting the integration.
Records not syncing
Verify that the record types are included in your sync settings. Check field-level security in Salesforce to ensure the integration user can access required fields. Review sync logs for specific error messages.
Duplicate records created
Configure matching rules in the integration settings. Use Salesforce ID or external ID fields for record matching. Consider enabling Salesforce duplicate management rules.
Custom fields not syncing
Ensure custom fields are mapped in the integration settings. Verify field-level security allows the integration user to read/write the custom fields. Check that field types are compatible between systems.
Frequently Asked Questions
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