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> Use this file to discover available pages before exploring further.
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# How to connect SalesForce with Crisp

*Learn how to connect Salesforce to Crisp so Crisp contact data can be pushed to Salesforce contacts.*

The **Salesforce** integration sends Crisp contact data to Salesforce. It helps sales teams keep customer contact information synchronized while keeping conversation messages inside Crisp.

| The Salesforce integration is available from the **Crisp Plus** plan.

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# ${color}[#0080dd](How the Salesforce plugin works)

The Salesforce plugin automatically syncs Crisp contact information to Salesforce. It pushes contact fields, not conversation messages.

__Crisp can send these contact fields to Salesforce:__
* **Email**
* **Full name**
* **Phone number**
* **Profile picture**
* **Address**
* **Lead source** → set as Crisp

|| Crisp does not push conversation messages to Salesforce through this integration. Only contacts are pushed.

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# ${color}[#0080dd](Link Crisp to Salesforce)

You can start from either the Crisp integration page or the Crisp plugin marketplace.

#### ${color}[#445055](Start from the integration page)

1. Open the [**Salesforce integration page**](https://crisp.chat/en/integrations/salesforce/).
2. Click **Install**.
3. Follow the authorization steps.

#### ${color}[#445055](Start from Crisp)

1. Go to [**Crisp**](https://app.crisp.chat).
2. Open **Plugins → Salesforce**.
3. Install the plugin.
4. Follow the connection steps.

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# ${color}[#0080dd](How Salesforce stores Crisp contacts)

In Salesforce, Crisp user details are created or updated in the **Contact** object. Existing Salesforce contacts are recognized through their email address so duplicate contacts are not created when the email already exists.

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# ${color}[#0080dd](Troubleshooting)

###### ${color}[#F08820](The plugin installed successfully, but contacts are not syncing)

Salesforce API access is required for the Crisp integration to sync contact data. Some Salesforce editions include API access and others do not.

__Salesforce editions that include API access:__
* **Enterprise Edition**
* **Unlimited Edition**
* **Developer Edition**
* **Performance Edition**

__Salesforce editions that do not include API access:__
* **Group Edition**
* **Essentials Edition**
* **Professional Edition**

If your Salesforce edition does not include API access, the integration cannot sync contacts. Upgrade to an edition with API access or contact Salesforce to confirm your API availability.