Salesforce stays your system. We connect fieldbrain to it.
The Salesforce connection is built and can be connected and tested right away. Before fieldbrain writes to it, we set it up together against your instance: your stages, your required fields, your rules.
In short
- Does fieldbrain work with Salesforce?
- Yes. You can connect and test right away; we enable writing after the joint setup.
- Do we need to change Salesforce?
- No. The connection uses standard objects: account, contact, opportunity, task.
- Does fieldbrain write unchecked?
- No. Until the setup against your instance is complete, fieldbrain writes nothing to Salesforce.
- Why a joint setup?
- Every Salesforce instance is configured differently. We check stages, required fields and existing records with you before data flows.
What the connection writes to Salesforce
What fieldbrain reads
The active values of your StageName picklist, accounts by name and contacts by email.
What stays unchanged
Until it is enabled: everything. fieldbrain deletes nothing in Salesforce, and what you maintain there stays your decision.
For your IT
What we define during setup
Which stages and required fields apply, how existing records are recognised and how differing values are handled. Only then does fieldbrain enable writing for Salesforce.
Access and permissions
A connected app with API access and the URL of your Salesforce instance. The connection belongs to the account that creates it; CRM sync is part of Professional and above.
Stages
fieldbrain reads the active values of your StageName picklist and only sets a stage that exists there. If none fits, the stage stays empty.
Rate limits and errors
On a rate limit, fieldbrain waits the stated time and retries up to three times. Creating requests are not repeated after a server error, so no duplicates appear. Every run is logged, without content.
Disconnecting
You can disconnect at any time. fieldbrain then writes nothing more; what is already in Salesforce stays.
Questions about Salesforce
Why doesn't fieldbrain write right after connecting?
Because fieldbrain never writes unchecked to a CRM it does not know yet. The connection is set up and checked against your Salesforce instance, then we enable it.
What do we need for the setup?
Access with the rights listed below and a person who knows your configuration. We take care of the rest in the Discovery Session and onboarding.
Does data stay after disconnecting?
Yes. fieldbrain never deletes anything in Salesforce.
See live how Sales Memory works in your sales.