# Salesforce

Push visitor identification data into Salesforce for pipeline enrichment. Create leads or contacts from identified visitors and enrich existing records with visitor behavior data.

## Plan Requirement

Salesforce integration is available on **Scale plans and above**. If you're on Starter, Growth, or Free Trial, upgrade to Scale to enable Salesforce sync.

## Overview

* Create leads or contacts from identified visitors
* Enrich existing Salesforce records with visitor behavior data
* Sync company information

## Setup Steps

1. Log in to the Bullseye dashboard and navigate to **Settings > Integrations**
2. Click **Connect Salesforce**
3. Enter your Salesforce credentials or use OAuth to authorize Bullseye
4. Select the Salesforce org (production or sandbox) you want to connect
5. Choose whether to create Leads, Contacts, or both
6. Configure field mapping for leads/contacts and accounts
7. Save and enable the integration

## Lead and Contact Creation

### Creating Leads

When configured to create leads, Bullseye creates a new Lead record when a visitor is identified and no matching Lead or Contact exists. The lead includes:

* Email, first name, last name, job title
* Company name (mapped to Company on the Lead)
* Visitor and company metadata (industry, employee count, location)
* Source information (referrer, UTM parameters, landing page)

### Creating Contacts

When configured to create contacts, Bullseye creates a Contact linked to an Account. If the Account does not exist, it is created first. The contact includes the same visitor and company data as leads.

### Matching Logic

Bullseye matches visitors to existing Salesforce records primarily by email. If a visitor's email matches an existing Lead or Contact, Bullseye updates that record instead of creating a duplicate.

## Record Enrichment

For existing Salesforce records that match an identified visitor:

* **Lead/Contact fields** — Job title, LinkedIn URL, location, and other mapped fields are updated with the latest visitor data
* **Account fields** — Company name, industry, employee count, and location are synced to the associated Account
* **Activity** — Visitor behavior (pages visited, referrer, UTM parameters) can be written to custom fields or Activity History, depending on your configuration

## Company Sync

Company data from Bullseye is synced to Salesforce Accounts:

* New companies create new Account records
* Existing companies (matched by domain or company name) update the Account with industry, employee count, and location
* Contacts and Leads are associated with the correct Account

## Disconnecting

To disconnect Salesforce:

1. Go to **Settings > Integrations**
2. Find Salesforce and click **Disconnect**
3. Confirm the action

Disconnecting stops all sync activity. Existing records in Salesforce are not modified or removed.


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