# 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>

#### Account Matching <a href="#account-matching" id="account-matching"></a>

Accounts are mapped using domain and name matching between Salesforce and Pylon by default. The integration can also be configured to match on Pylon account custom fields. For more details, see [How does Salesforce default account matching work?](https://support.usepylon.com/articles/5375363376-how-salesforce-default-account-matching-works)

### 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="/files/T2BohSTWZLVgmGhnFtD2" 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>


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