Enhance your workflow by syncing companies and contacts from Cyndx directly to your Salesforce instance with our API integration.
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The following documentation will walk you step-by-step through the set up process to connect both systems. Before beginning, please out to [email protected] to confirm access to this connection.
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Once you have completed the steps to set your integration, you are good to begin syncing companies and contacts into your Salesforce account.
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​Important Note: Only in an Admin account, in Cyndx platform, can do setup and perform sync for company-level and/or contact/lead-level.
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​Read more: Salesforce integration: How to sync companies
​ Salesforce Integration - How to sync contacts or leads

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Sign into your Salesforce admin account and go to the Salesforce Admin page.

Once here, go to Platform Tools > App > App Manager.

Hit the button that says New Connected app

Once here, check the box that says Enable OAuth Settings
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On the following screen, name the app. Note that you will be able to change the connected app name later but not update the API name, so you will want to use a name that is easily recognizable, such as cyndx_salesforce.

Next enter Callback URL: as https://login.salesforce.com
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Underneath, you will see a section to define the proper OAuth scopes for the connection. Please select the scopes shown below:

Scroll down to the bottom of the page and hit Save.

To generate the API token, go to:

Platform Tools > App > App Manager
Find the app row according to the name you set, and select the option to View app
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Inside the custom app, click button that says Manage Consumer Details.
Under API (Enable OAuth Settings) section, check the boxes in the screenshot below:
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Boxes to check:

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Click on the Manage button and then click Edit Policies button
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Scroll down to Client Credentials Flow tab. Click the search bar beside the "Run as" box (magnifying glass icon). Select the admin of the Salesforce account, shown below.
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Also, under OAuth policies, select the option to "immediately expire refresh token," shown below.
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Inside the Manage Permission modal you will see the Key & Secret for the app, shown below.
​Copy these three items from this view, and save the information for later connection inside the Cyndx app:
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​1. Your Salesforce url from the address bar
(in this format d6gxxxxxwnqeeao.my.salesforce.com)
2. Consumer key
3. Consumer secret
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Optional for twitter_url/ linkedin_url

Field Relationships Setup for Contact/Leads

1. Go to your main account Setup page.

2. Navigate to Object Manager page.

3. Search for Contact/ Lead inside Object Manager.

4. Go to Fields & Relationships inside Lead/Contact.

5. Click New custom field.

6. Select the Text option and navigate to the next page

7. Fill in the following information to create a twitter_url custom field for the Contact/Lead and click next.

8. On the following page, leave everything as default, and hit Next.

9. On this next page, also leave everything as default. Hit Save at the end.
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Go to Manage Account, located under the Accounts drop down in the upper right hand corner.

Click on CRM integration.

In the modal, fill in the following information:
​Host name: Copy and paste your Salesforce url

Client ID: Paste the Key copied from earlier

API Key: Paste the Secret copied from earlier
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Click Edit Settings and proceed through the following field mapping screens.
The default fields shown in the screenshots below are the managing fields.
Note: If your Salesforce instance does not have a field shown, please select the option under the dropdown to "clear selection".

Account level fields to sync:

​Note: If your company in Salesforce have a "Stock symbol" - you can have it mapped; otherwise, click Account TickerSymbol and choose Clear Selection to make it null/empty.
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Contact and / or lead level fields to sync:
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​​Note: If your Salesforce instance should map at both contact and lead level, check the box to "Sync Account with a lead". Users without permission to sync a lead in Salesforce will not be able to Sync as Lead in the Cyndx Platform.

Click Complete Setup to finish.

Now you are ready to visit a Cyndx profile to test the integration by hitting the Sync button shown below.
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​Note: If you have not yet logged in Salesforce before setting it up with your Cyndx account - a new tab will appear in order for you to access your Salesforce account; if you have logged in Salesforce prior setting up with Cyndx platform - the tab you are currently on as soon as clicking "Complete Setup" will just refresh.
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Once you have completed the steps to set your integration, you are good to begin syncing companies and contacts into your Salesforce account!

Important Note: Only in an Admin account, in Cyndx platform, can do setup and perform sync for company-level and/or contact/lead-level.
​
​Read more: Salesforce integration: How to sync companies
​ Salesforce Integration - How to sync contacts or leads