You can connect your Salesforce account to Force24 from the Connections page, then choose which data to sync using property mapping. This article walks you through each step.

About the native integration

Our native integration only runs every 24 hours and does not support custom contact fields. For a more flexible Salesforce integration, please reach out to your account manager.

How do I connect my Salesforce account?

  1. Click the Connections tab in your navigation banner.

The Connections tab in the navigation banner

  1. Click the Connect to your Salesforce Admin Account button.

The Connect to your Salesforce Admin Account button

  1. Log in with your Salesforce details.

Use a full access account

Make sure you log in to a Salesforce account that has full access to your CRM.

The Salesforce login screen

How do I set up the sync?

  1. Choose the sync you want by clicking the Property mapping button.

The Property mapping button

  1. Amend the existing fields using the Edit button, or click Add new property mapping to map a new field.

The property mapping screen with the Edit and Add new property mapping buttons

An example of a property mapping

  1. Click Confirm once you have finished.
  2. When you are ready to sync, click Yes on the completed syncs, then click Sync now.

The completed syncs with the Yes option and the Sync now button

The estimated time for the sync to complete tends to be around 48 hours.

Changing your Salesforce password

If you change your Salesforce password, you will need to reconnect your Salesforce account.