Admin Guide / Integrations / Salesforce
Write Leads and Contacts to Salesforce
Update existing Salesforce records and create missing Leads or Contacts from Rox lists.
Send selected values from a Rox Lead or Contact list to Salesforce. Update linked records and optionally create missing records in the same run.
You choose which people and fields to write each time.
Before you begin
Your organization’s Salesforce connection must already be configured. You can write selected Leads and Contacts through that connection without connecting a personal Salesforce account. The Salesforce connection used must have permission to create or update the target records and fields.
Write selected records
Open a Lead or Contact list in People.
Select the rows you want to write, then select Write to Salesforce.
Review the Salesforce Lead ID or Salesforce Contact ID mapping. Rox uses this ID to identify linked records.
To create records for people who are not already in Salesforce, enable Create missing leads or Create missing contacts.
Review the matching columns used to check for existing Salesforce records before creating new ones.
Under Fields to update, map each Salesforce field to the Rox column containing the value you want to send. Select Add field to include additional fields, and complete the required mappings shown in the dialog.
Review the update and create counts, then confirm the write.
When the run finishes, download the results file to review successful, failed, and skipped records.
Only one write can run per list at a time.
How records are matched
Record in Rox | What happens |
|---|---|
Has a Salesforce ID | Rox updates the linked record using the mapped fields. The Salesforce ID itself is not changed. |
Contact without a Salesforce ID | With creation enabled, Rox checks Salesforce for a matching email. An existing match is left unchanged. A new Contact is created only if no match is found. |
Lead without a Salesforce ID | With creation enabled, Rox checks the mapped email or LinkedIn URL. An existing match is left unchanged. A new Lead is created only if no match is found. |
Choose the fields to write
Under Fields to update, choose the Salesforce fields you want to populate and the corresponding Rox columns.
For records being updated, mapped values overwrite the existing Salesforce field values. The mappings also supply values for newly created records.
Review the selected columns and their values before starting the write.
Send later changes
Each write runs once over the selected rows. Changes made later in Rox are not automatically sent to Salesforce. Run Write to Salesforce again to send those changes.
Automatic sequence activity and engagement status writeback are configured separately by an admin. See Configuring Salesforce Integration + Writeback.