Configuring the Salesforce Integration

Configure Salesforce export and sync behaviour

From the Salesforce integration settings, you can manage:

• Data import status 
• Export rules 
• Field mappings 
• Update rules 
• Browser extension export behaviour 

All configurations are managed centrally and apply to all users.

Before you start

• You must be a Cognism admin  
• Have Salesforce connected to Cognism
• Have completed the Salesforce integration setup
• Understand how you want Cognism data to appear in Salesforce

Open Salesforce integration settings

1. In Cognism, click Integrations in the left-hand menu.  
2. Select Salesforce > Configure.  

You manage all Salesforce export and sync behaviour from this area.

Import data

The Import data tab shows the status and history of Salesforce data sync.

Here you can see:

• Whether data sync is enabled or disabled  
• When the last update occurred  
• Details of imported data, including: 
  • Number of Leads, Contacts, and Accounts  
  • Import date 
  • User who initiated the import 
  • Salesforce organisation (sandbox or production) 

Export rules

Use Export rules to control which users can export or update data in Salesforce.

You can choose to:

• Allow users to create new Leads, Contacts, and Accounts  
• Allow users to update existing Leads, Contacts, and Accounts  
• Prevent exports when a Contact cannot be associated with an Account 

These rules help keep your Salesforce data structured and consistent.

Field mappings

Field mappings control how Cognism data is written to Salesforce during export.

Mappings apply to exports from both the Cognism web application and the Cognism Browser Extension.

Configure field mappings

Field mappings are configured during the Salesforce integration setup flow.

1. In Cognism, click Integrations in the left-hand menu.
2. Select Salesforce.
3. Click Configure.
4. Follow the setup flow until you reach Field Mapping. 

Field mappings are configured during the Salesforce integration setup process.

Map Lead, Contact, and Account fields

Use the Field Mapping step to control how Cognism data maps to Salesforce fields.

You can configure mappings separately for:

• Leads
• Contacts
• Accounts

Select the object you want to configure.

Add and manage field mappings

Within each object:

1. Scroll to the bottom of the mapping list.
2. Click Add Field.
3. Choose one of the following options.

New field

Use New field to map a Cognism field to a Salesforce field.

Select a Cognism field, then choose the Salesforce field you want to map it to.

Static field

A Static field lets you map a fixed value to a Salesforce field.

The value is applied to every exported record and does not change.

A common example is mapping a static value such as Cognism to a Salesforce Lead Source field. If you have a source field with a picklist, we recommend you add 'Cognism' as a value and map it as a static field. 

Click Save to apply your mappings.

Set update rules

Each mapped field includes an update rule.

Update rules control how Cognism data is applied when a matching Salesforce record already exists.

You can choose to:

• Apply if blank – Cognism updates the field only if it is empty in Salesforce
• Override – Cognism updates the field every time you export or sync

Choose update rules carefully, as they can affect reporting and data accuracy.

Important notes

• Salesforce currency values are not converted during mapping.
  • For example, if Company Revenue is mapped to a GBP field, a value of $100,000 is written as GBP 100,000.

Expected results

After configuring the Salesforce integration:

• Exports follow consistent rules across all users 
• Data is written to the correct Salesforce fields 
• Existing records update according to your chosen rules 
• Browser Extension exports expose only the fields you allow 
• Salesforce data remains clean and controlled 

Next steps

• Review your Salesforce custom fields 
• Test exports from both the web app and the Browser Extension 
• Audit export and update rules regularly as processes change