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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.
The Runline side of the connection (the Settings catalogue and the connect form) is shown in Connect your first tool.
📸 Provider screenshots — to be added. We don’t reuse the provider’s own documentation images (their assets). Capture these on their site when you set up your account, then drop them in here:
  • Salesforce Setup → the Contact picklist field + its values
  • Your connected-app / OAuth token screen (instance URL + token)

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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.