Salesforce Setup Guide
Connect Site2CRM to Salesforce for instant lead sync.
What Syncs
Each new lead creates a Lead record in Salesforce with name, email, and company. That fits Salesforce's model: your team qualifies the Lead and clicks Convert, and Salesforce creates the Contact, Account, and Opportunity from it.
Setup Steps
- Go to Integrations > Salesforce
- Click Connect with OAuth
- Log in to your Salesforce org
- Click Allow to authorize
- Done - you'll see "Connected" status
Salesforce shows a standard security notice for apps not listed on the AppExchange. That notice appears for any directly connected app; click Allow to continue.
Field Mapping
| Form Field | Salesforce Field |
|---|---|
| Name | FirstName, LastName |
| Company | Company |
Requirements
- A Salesforce edition with API access (Professional with API add-on, Enterprise, Unlimited, or Developer)
- Permission to authorize connected apps (your Salesforce admin may need to approve it)
Lead Assignment
Use Salesforce's own lead assignment rules (Setup > Lead Assignment Rules) to route incoming leads to users or queues. Site2CRM creates the Lead; your rules take it from there.
Troubleshooting
"Insufficient privileges" error
- Verify you have API access in Salesforce
- Check your profile has "API Enabled" permission
Leads not appearing
- Open the Leads tab and check the "Recently Viewed" or "All Open Leads" view; new leads are unassigned until your rules run