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Salesforce integration

Sync Salesforce Account and Contact fields into Candu as traits.

Written by Jonathan Anderson

Candu has a native Salesforce integration. It syncs the Salesforce Account and Contact fields you choose into Candu as traits, so you can use them in Segments and personalization.

Set up the integration

Setup includes a few steps in Salesforce (an integration profile and user, and an External Client App) plus a step the Candu team completes for your workspace. Follow the full guide: Salesforce Data Source Setup.

Initial sync

The first sync after you enable the integration can take 24 to 48 hours. After that, Candu syncs on the schedule you set in the integration settings.

Add new Salesforce fields

You don't need a resync or a support request.

  1. In Candu, go to Settings > Integrations > Salesforce > Configure Fields.

  2. New Account and Contact fields appear in the list right away.

  3. Map each field to a Candu trait and save.

Candu syncs only mapped fields. New mappings are included in the next scheduled sync.

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