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Documentation / Integrations / Salesforce

Salesforce Integration

Bi-directional sync between CognexiaAI and Salesforce CRM

Integration Overview

Seamlessly sync contacts, accounts, opportunities, and activities between platforms

Setup Guide

  1. Connect Salesforce Account

    Navigate to Settings → Integrations → Salesforce → Connect

  2. Authorize Access

    Grant permissions for Contacts, Accounts, Opportunities, Tasks, Events

  3. Configure Sync Settings

    Choose sync direction: One-way or Bi-directional

  4. Field Mapping

    Map CognexiaAI fields to Salesforce fields

  5. Initial Sync

    Import existing data from Salesforce (optional)

Sync Options

Real-time Sync

Changes propagate instantly using webhooks

Scheduled Sync

Batch updates every 15 minutes, hourly, or daily

Supported Objects

Contacts ↔ Leads/Contacts✓ Synced
Deals ↔ Opportunities✓ Synced
Companies ↔ Accounts✓ Synced
Activities ↔ Tasks/Events✓ Synced

Next Steps

SAP Integration →

Enterprise ERP sync

OAuth Setup →

Authentication guide

API Reference →

Build custom integrations