> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truagents.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Understand how Salesforce imports fit into TruAgents data-source and campaign operations.

## Summary

Salesforce is part of the supported external data-source story for bringing customer records into TruAgents.

The current product flow suggests Salesforce behaves as a connected provider integration with an authentication step and a direct transfer workflow, rather than a visible column-mapping step like some other import paths.

## Who this is for

Technical admins and operators connecting external systems to TruAgents.

## Where it fits in the product

* **Contacts → Data Sources**
* contact data preparation for segments, campaigns, and communications workflows

## What this page should eventually cover

* what Salesforce data is expected to be useful in TruAgents
* how authentication and account access should be configured
* how imported fields should be validated before campaign use
* how sync results should be checked after the connection is established

## Practical workflow

The current Salesforce path appears to be:

1. create or reuse a Salesforce integration
2. create or reuse the associated data source
3. authenticate with Salesforce
4. trigger the contact transfer
5. inspect the imported records in TruAgents

## Why validation still matters

Because this path looks more direct than file upload or HubSpot-style column mapping, teams can wrongly assume the imported data is automatically campaign-ready.

That is still risky.

Simple version: fewer visible setup steps does not mean less need to validate the resulting contacts.

## What to check first

* whether authentication completed successfully
* whether the expected records actually landed
* whether the imported contact fields are usable for segmentation and campaigns
* whether the issue is data quality versus integration access

## Common mistakes

* assuming a successful auth flow guarantees usable contact data
* using imported contacts in campaigns before checking sample records
* treating Salesforce import issues like generic campaign problems

## Sending leads to Salesforce

This page covers importing Salesforce records *into* TruAgents. To send hot leads from TruAgents *to* Salesforce, use a workflow with a **Send webhook** step. See [Send hot leads to Salesforce](/automations/hot-leads-to-salesforce).

## Related pages

* [Send hot leads to Salesforce](/automations/hot-leads-to-salesforce)
* [Integrations overview](/integrations/overview)
* [Contact import field mapping](/reference/contact-import-field-mapping)
* [Import and sync data sources](/workflows/import-and-sync-data-sources)
* [Manage contacts](/workflows/manage-contacts)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.