# Salesforce

## Setup <a href="#activity-sync" id="activity-sync"></a>

Click into the App Directory from your Pylon dashboard and then click on the Salesforce integration to view setup instructions.

## Usage <a href="#activity-sync" id="activity-sync"></a>

### Activity Sync <a href="#activity-sync" id="activity-sync"></a>

Every day, Pylon scans your customer channels for conversations that were had. For every conversation, we use AI to summarize the details, and sync the summary to the relevant `Account` in Salesforce.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-activity.png" alt=""><figcaption></figcaption></figure>

### Field Sync <a href="#contact-sync" id="contact-sync"></a>

Either sync fields from Pylon or to Pylon from Salesforce. Fields synced into Pylon are available to use in all Pylon feature, like as filters in views, triggers, macros, etc.

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2FXr5C2lndhbiP8jX4l8P5%2FCleanShot%202025-04-07%20at%2014.14.17.png?alt=media&#x26;token=b433b71c-4d9a-4993-935a-1e1261472e9f" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/salesforce/features#contact-sync)Contact Sync <a href="#contact-sync" id="contact-sync"></a>

When someone new joins a prospect or customer channel, we add that contact to Salesforce and link it to the relevant `Account`.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-contact.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/salesforce/features#channel-creation-from-salesforce)Channel Creation from Salesforce <a href="#channel-creation-from-salesforce" id="channel-creation-from-salesforce"></a>

You can greatly simplify Slack channel creation using our Salesforce widget. Click `Create Slack Channel` from Salesforce, name the channel, and the following will automatically happen:

1. Channel will be created and named
2. All `Opportunity` `Contact Roles` will be invited to join the channel
3. Pylon will be enabled within the channel
4. `Invitees` from the customer side will be sent a `Welcome Message` once they join the channel if you have one configured in Pylon.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-create-channel.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-create-channel-2.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/salesforce/features#broadcast-filtering)Broadcast Filtering <a href="#broadcast-filtering" id="broadcast-filtering"></a>

You may want to send a Broadcast to a set of customers based on data stored in Salesforce.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-broadcast.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/salesforce/features#issues)Issues <a href="#issues" id="issues"></a>

View and filter `Issues` by any attributes from Salesforce.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-filters.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/salesforce/features#account-details-on-issue)Account Details on Issue <a href="#account-details-on-issue" id="account-details-on-issue"></a>

See account level details while working on an individual issue in the Issue sidebar.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-account-details.png" alt=""><figcaption></figcaption></figure>