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

# Salesforce

> Bi-directional sync between CustomerOS and Salesforce

## What It Does

Bi-directional sync that keeps Salesforce updated with qualified leads while using Salesforce as the source of truth for customer status.

**Setup:** One-click OAuth connection → Configure sync toggles → Automatic sync every 5 minutes

## Data Flow

### From Salesforce → CustomerOS

* **Accounts** sync to match with CustomerOS leads by domain/company name
* **Opportunities** update lead states (opportunity created, closed won, closed lost)
* **Converted Leads** automatically mark CustomerOS leads as customers
* **Account Type = "Customer"** triggers customer status update in CustomerOS

### From CustomerOS → Salesforce

* **Qualified leads** push to Salesforce as new Leads (only ICP fit moderate/strong, skips if Account mapping exists)
* **Opportunities** create/update when CustomerOS identifies sales-ready prospects
* **Lead stages** (Target, Education, Solution, Evaluation) sync to custom Salesforce fields (optional)
* **Buying stage** maps to appropriate Salesforce stages

## What You Can Do

**Auto-qualify leads**: Push ICP-fit leads automatically to Salesforce (moderate/strong ICP fit only)

**Sync opportunities**: Marketing sees deal progression in CustomerOS, sales sees engagement history in Salesforce

**Update lead lifecycle**: Leads automatically move to customer status when Salesforce Accounts show purchase

**Track closed-lost**: CustomerOS marks leads as closed-lost when Salesforce Opportunities don't convert, enabling targeted nurture campaigns

## Smart Features

* **Domain matching**: Sophisticated domain analysis prevents duplicate Lead creation if Account exists
* **Self-healing sync**: Automatically recovers from errors and retries failed syncs
* **Incremental updates**: Only processes changes since last sync using SystemModstamp cursors
* **Per-tenant toggles**: Full control over which sync flows are active (5 independent toggles)
* **External ID support**: Deterministic upserts for data consistency

## Technical Details

* OAuth 2.0 secure authentication with token encryption
* Supports custom Salesforce fields for stages and buying states (auto-provisioned)
* Configurable sync frequency (default: every 5 minutes for delta changes)
* Per-tenant toggle controls for granular sync management (5 independent toggles)
* Full audit trail with telemetry and dead-letter queue for errors
* Works with Salesforce Starter, Professional, Enterprise, and Unlimited editions as a Connected App
* External ID support for deterministic upserts