The article describes how to set up 2-way integration between Salesforce and PeopleLinx.

You must connect the Salesforce account before you set up the integration. To do this:

PeopleLinx provides two integration profiles - Default profile and Custom profile.

The Default integration profile has preset settings. You cannot change these settings, but you can begin integration immediately. You can always use this profile for quick and safe integration.

Synchronization steps

Field mappings

Important: you CANNOT turn off, duplicate or delete synchronization steps, modify field mappings or filtering rules, change integration direction in the Default profile. You must use the Custom profile for custom integration.

The Custom profile lets you create a custom integration between Salesforce and PeopleLinx. It includes several flexible integration options. To begin integration, switch to Custom Profile using the drop-down list.

To create a new synchronization step, click the Add Sync step button. You can add an unlimited number of steps.

Possible synchronization steps

You can set up synchronization in both ways: Salesforce - PeopleLinx, PeopleLinx - Salesforce. To change the direction of the synchronization step, click on the corresponding icon on the Add sync step popup window.

After you have created a synchronization step, you must add field mappings to it. To do this:

Mandatory fields for the Contact in Salesforce - People in PeopleLinx and Lead in Salesforce - People in PeopleLinx steps

You can add filtering rules to any synchronization step, for example, synchronize only contacts with emails in a particular domain. To add a filtering rule:

Outbound filters

You can set outbound filters when you edit a synchronization step FROM PeopleLinx TO Salesforce. For example, People in PeopleLinx - Leads in Salesforce. The outbound filters are based on the filters from the People page. This means that you can not only use standard filters but also create custom filters on the People page and load them as outbound filters.

To add an outbound filter:

You can also reset the loaded filter by clicking the Clear filter button.

You can clone a synchronization step to copy its settings. To do this, hover over the step and click on the Clone icon.

To remove a step, hover over the step and click on the Remove icon.

You can add an action to a synchronization step, for example, move synchronized contacts to a sequence. To do this:

You can remove the action by clicking on the Remove action icon.

After you have assigned an action to a synchronization step, you see Exclude updated from action slider. The slider lets you push contacts to the same sequence after you update their fields in Salesforce.

The Log tab lets you see the information about the latest synchronization activities between Salesforce and PeopleLinx.

Note: In case the contact has been synchronized from Salesforce to PeopleLinx, the system creates a direct link to the contact in the contact sidebar. Click on the link to open it in the new tab.

You can filter contacts with Salesforce integration on the People page by adding a custom filter:

Lead Conversion is the process of converting a lead into an account, contact, and/or opportunity. PeopleLinx can synchronize Converted Leads into People in PeopleLinx, but it is not possible to update a Converted Lead with the status or email in Salesforce.
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You'll see errors like this if the integration will attempt to update a Converted Lead:
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