> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce
> Sync demo engagement data to Leads and Contacts for better sales insights.
The **Salesforce integration** allows you to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts.
If your Salesforce org restricts external app authorizations (common in enterprise environments),
use the [Salesforce Managed Package](/integrations/salesforce-managed-package) instead.
## Setting up the Salesforce Integration
Follow these steps or the demo below to set up the Salesforce integration with Navattic:
Navigate to `Integrations` in Settings and select `Salesforce`. Click on `Connect` and follow the instructions to authorize your Salesforce account.
Once you've connected your Salesforce account, a `Playbook` will be automatically created to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts.
You can click view to manage the `Playbook` or refine the `Audience` filters.
[Field mappings](/navattic-field-mappings) allow you to control which pieces of Navattic's data go where. To set up field mapping, go to the **Settings** tab of your Salesforce integration. Open the **Field Mapping** dropdown, and start mapping fields. Fields on the left are Navattic data, and fields on the right are destinations within your Salesfoce instance.
Navattic provides 20+ Visitor and Account level fields to map. To map fields, you need to first create the recipient field on the Salesforce objects you're mapping to. We recommend starting with these 3 text fields for Contact, Leads, and Account objects.
Salesforce **reference (lookup) fields**, including `Owner ID`, are supported as mapping targets. If your Salesforce org requires a non-blank Owner ID on Contact inserts, map a Navattic property containing a valid Salesforce User ID to `OwnerId` in field mappings.
Salesforce **checkbox (boolean) fields** are supported as mapping targets. Map any Navattic property that evaluates to true or false to a Checkbox field on your Salesforce object.
| **Name** | **Description** | **Type** |
| ------------------------ | --------------------------------------------------------------------- | -------- |
| Last Viewed Flow Name | Human-readable name of the last flow viewed | Text |
| Last Viewed Project Name | Human-readable name of the last demo viewed | Text |
| Last Viewed Step Index | Numerical position of the last step viewed (e.g., "3" for third step) | Text |
Once your Salesforce integration is fully set up, visit [Playbooks](/integrations/playbooks) in your Workspace to start pushing data into Salesforce. You can use a Template or create your own Playbook.
There are six separate Salesforce Actions that you can set up: Sync lead, Sunc contact, Submit session object, and Send notification to opportunity owner (at the Visitor and/or Account level), and Sync account.
A Playbook consists of [Audiences](/integrations/playbooks) and Actions. You can use one of the default Audiences or you can create your own. If you create your own, remember to add new demos to the Audience if you are choosing to filter by specific demos.
Once the Playbook is set up, run a quick test to ensure this test data populates in Salesforce. To run a test, click the three dots next to the **Save** button > **Test run.**
Navigate to your Salesforce object page that you'd like to edit (Opportunity, Lead, Contact, or Account). Select `Edit Page` under the `Setup Menu`.
Search for `Dynamic Related List - Single` in the `Components` search field.
Search for `Navattic Session` in the Related List field. Make sure that the Parent Record is set to the default `Use This Opportunity` (or the relevant Salesforce object).
Update the `Related List Fields` to show the following fields:
* Email
* Demos
* Duration (minutes)
* Full Name
* Flows
* Steps Viewed
* Very Interested Areas
* Somewhat Interested Areas
* Not Interested Areas
* Session ID
Save the Page Builder and exit to the page layout.
Once a visitor views the interactive demo share link and completes their session, this will be logged in Salesforce.
Once your data is flowing into Salesforce, you can create a dashboard to track how your demos are performing. Check out the video below for a step-by-step walkthrough on setting this up.
Congratulations -- You've finished setting up Salesforce with Navattic.
## Integration user requirements
The Salesforce user account that connects to Navattic needs specific permissions to sync demo engagement data.
The connected user must have **Read** and **Edit** access to:
* Lead object
* Contact object
* Account object
* Opportunity object
* Navattic Session object (custom)
Field-Level Security (FLS) is separate from the object-level Edit permission in the permission set: you can grant object-level Edit while keeping FLS scoped to only the fields Navattic touches.
**Always required (Read and Edit):**
* Email (on Lead and Contact)
* LastName (on Lead and Contact)
* All Navattic custom fields
**Required only in certain configurations (Read and Edit):**
* Name (on Account): only if account creation is enabled, or if the default Company Name field mapping is kept
* Website (on Account): only if account creation is enabled, or if the default Company Domain field mapping is kept
* FirstName (on Lead and Contact): only if the default FirstName field mapping is kept
* Company (on Lead): only if lead creation is enabled
You can remove conditional mappings in the field mapper under your Salesforce integration settings.
**Read only:**
* Name (on Opportunity): the integration reads but never writes to Opportunity records
* **API Enabled**: This permission must be enabled on the user's profile or permission set.
* **View All Data** (recommended): Makes setup easier, though not strictly required.
* **Modify All Data** (recommended): Makes setup easier, though not strictly required.
During the initial connection, Navattic automatically creates a Permission Set that grants access to:
* The Navattic Session custom object
* All fields on the Navattic Session object
* Full CRUD permissions on Lead, Contact, Account, and Opportunity objects
This permission set is automatically assigned to the connected integration user.
**Option 1: Dedicated integration user (recommended)**
Create a dedicated Salesforce user specifically for the Navattic integration:
* Clear audit trail of all Navattic activities
* Easy to troubleshoot permission issues
* Can be disabled without affecting other integrations
* Does not consume a regular user license (use Integration User license if available)
Setup steps:
1. Create a new user with Integration User or regular license.
2. Assign a profile with API Enabled permission.
3. Grant the required object and field permissions.
4. Use this user to connect Navattic.
**Option 2: System administrator user**
Use your Salesforce admin account to connect:
* Quick setup with no permission configuration needed
* Guaranteed to have all required permissions
Disadvantages:
* Less clear audit trail
* All Navattic actions appear as admin actions
* If admin leaves organization, integration may break
## Pipeline impact
Once your Salesforce integration is connected, Navattic automatically pulls opportunity data to power the [Pipeline Impact](/analyze) dashboard. The dashboard shows how your demos influence pipeline and revenue. It reports sourced and influenced pipeline, new accounts, and deal value across your CRM data.
No additional setup is required. The Pipeline Impact dashboard in **Analytics** will reflect your Salesforce opportunities once the integration is active.
The Pipeline Impact dashboard uses Salesforce Opportunity data. Metrics marked with an asterisk
(\*) on the dashboard require the Salesforce integration to be connected.