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

# Salesforce

> Sync identified companies to Salesforce as Leads, Contacts, or Accounts.

Connect Snitcher to Salesforce to automatically create Leads, Contacts, and Accounts when visitors are identified on your website.

## Features

* **Flexible object mapping** - create Leads, Contacts, or Accounts
* **Custom field support** - map to standard and custom fields
* **Deal/Opportunity tracking** - associate website activity with opportunities
* **SOQL integration** - advanced querying for deduplication
* **30-minute sync cycle** - regular polling for reliable data transfer

## Setup

1. Go to **Settings** → **Integrations** → **Salesforce**
2. Click **Connect Salesforce**
3. Log in to your Salesforce org and authorize Snitcher
4. Configure your object and field mappings

## Configuration Options

### Object Mapping

Choose which Salesforce objects to create:

| Option                | Use Case                                 |
| --------------------- | ---------------------------------------- |
| **Lead**              | New prospects not yet qualified          |
| **Account + Contact** | Qualified companies with contact details |
| **Account only**      | Company-level tracking without contacts  |

### Field Mapping

Map Snitcher data to Salesforce fields:

| Snitcher Field | Suggested Salesforce Field  |
| -------------- | --------------------------- |
| Company Name   | Account Name / Lead Company |
| Domain         | Website                     |
| Industry       | Industry                    |
| Employee Count | Number of Employees         |
| Annual Revenue | Annual Revenue              |
| Location       | Billing Address             |
| First Seen     | Custom: First Website Visit |
| Last Seen      | Custom: Last Website Visit  |

<Tip>
  Create custom Salesforce fields to capture Snitcher-specific data like segments, page views, and session count.
</Tip>

### Sync Settings

| Setting                | Description                        |
| ---------------------- | ---------------------------------- |
| **Sync frequency**     | Every 30 minutes                   |
| **Duplicate handling** | Match on domain/website field      |
| **Update existing**    | Optionally update existing records |

## Deduplication

Snitcher uses the Website/Domain field to match existing records:

1. Searches for existing Account/Lead with matching domain
2. If found, optionally updates the record
3. If not found, creates a new record

## Troubleshooting

<AccordionGroup>
  <Accordion title="Records not creating">
    * Verify required fields are mapped (Salesforce may require specific fields)
    * Check your Salesforce validation rules
    * Ensure the connected user has create permissions
  </Accordion>

  <Accordion title="Duplicate records">
    * Enable the "match on domain" setting
    * Ensure existing records have the Website field populated
    * Consider using Salesforce duplicate rules
  </Accordion>

  <Accordion title="Connection errors">
    Salesforce tokens expire periodically. Reconnect the integration if you see authentication errors.
  </Accordion>
</AccordionGroup>