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Salesforce

Beta — unverified against a live account. Built and unit-tested, but not yet run end-to-end against a live Salesforce org. Picklist values must be added in Setup first (see note below).

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What this integration does

Sync classifications to Salesforce: read a picklist via describe, upsert the Contact by email and log a Task.

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Prerequisites

  • A Salesforce org
  • Your instance URL and an OAuth access token
  • A picklist field on Contact for the reply status

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Step-by-step connection

  1. Add the reply categories as picklist values on your Contact field in Salesforce Setup (see note below).
  2. Go to Settings → CRM sync → Salesforce → Connect.
  3. Paste your instance URL and access token and save.
  4. Use Test connection to verify.

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What data syncs

Pull (into Runline)
  • Picklist values via the Contact describe endpoint
Push (out of Runline)
  • The classification onto the picklist field and a Task activity note
Two-way / notes Note: Salesforce picklist values are metadata and cannot be created via the REST API. Add the reply categories to the field once in Setup; Runline then writes to them (it returns a clear 501 if you ask it to create options).

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Troubleshooting

  • Salesforce 501 on config → add the picklist values in Setup first.
  • Salesforce 401 → the access token expired; reconnect.

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Disconnect

Settings → CRM sync → Disconnect.