How to Integrate Cognism with Salesforce

Export records from Cognism to Salesforce

How the Salesforce integration works

The Salesforce integration is user-based.

This means:

• An admin must enable and complete the initial setup first  
• Each user then logs in with their own Salesforce credentials  
• Exports run under each user’s authenticated Salesforce session 

Records can be exported as Leads or Contacts, with or without Accounts.

Prerequisites

Before you start, make sure the following requirements are met:

• You are using Salesforce Professional edition or above  
• Salesforce Essentials is not supported  
• Salesforce API access is enabled 
  • For Professional edition, contact your Account Manager to enable API access 
• You are an admin in Cognism (for initial setup)

Enable the Salesforce integration (admin)

1. Log in to the Cognism web app.  
2. Select Settings from the left-hand menu.  
3. Go to Integrations > Salesforce > Connect Integration.  
4. The admin user setting up the integration must have the following Salesforce permissions:
   • Marketing User 
   • Read, create, and edit Leads  
   • Read, create, and edit Contacts  
   • Read, create, and edit Accounts  

5. Select the Salesforce environment you want to connect: 
   • Production  
   • Sandbox    

Note: Only users with RevOps (admin) role in Cognism can connect to Sandbox to review and test the integration. 

6. Select the Integration Type: 
   1. User-based - Each Cognism user connects their own Salesforce account. Exports are performed using the individual user's Salesforce credentials and permissions. 

   2. Managed Service - Salesforce is authenticated centrally by an admin. Users do not need to connect their individual Salesforce accounts to export records. 

      But the admin must assign their Salesforce account to each team member for accurate export ownership. Team members who are not mapped will not be able to export.

      

Important: If the integration is configured as user-based, each user must log in to Salesforce individually, either through the Cognism platform or the Chrome extension.

Remove the Salesforce integration (admin)

If you need to remove the integration:

1. Go to Integrations > Salesforce.  
2. Select Remove.  

Removing the integration:

• Logs all users out of Salesforce 
• Permanently deletes custom export rules 
• Permanently deletes field mappings 

This action cannot be undone.

Expected Results

After setup:

• Admins control the initial integration configuration 
• Users export records using their own Salesforce accounts or via a single central account depending on integration type selected.
• Records are created or updated as Leads, Contacts, or Accounts

Next steps

• Configure Salesforce field mappings
• Export contacts in Salesforce