Set up Salesforce faster with sync templates and Agent field suggestions

Set up your Salesforce integration in fewer steps. Sync templates for contacts, leads, and accounts come with common mappings, and Agent can suggest fields based on your goals.

Getting Salesforce data into Customer.io used to mean manually configuring identifiers, picking fields, setting filters, and choosing your Data Pipelines format for every sync. Now, sync templates handle the common cases for you.

When you connect Salesforce, you can choose templates for contacts, leads, and accounts. Each template starts with common identifiers, mappings, filters, and fields. Pick a template, review the preview, add or remove fields, and enable the sync.

• Agent-assisted field selection: Click Add fields and ask Agent to suggest fields for your goal, like “segment by company size” or “personalize onboarding emails.” Agent adds relevant fields from your Salesforce schema so you can review them before syncing.
• Preview before you enable: See the number of fields, profiles or records that will sync, excluded records, and sample rows before you commit.
• Template or custom setup: Use templates for common syncs, or create a sync from scratch when you want full control over every setting.