Artisan Salesforce Integration Guide

Overview

Artisan seamlessly integrates with Salesforce to export your enriched leads as Leads or Contacts. This guide explains how our Salesforce integration works, what data we sync, and the advanced features available to customize your workflow.

Table of Contents

1. Getting Started
2. Object Mapping: Leads vs Contacts
3. Field Mapping
4. Lead Status & Sentiment Mapping
5. Advanced Features
   • Custom LeadSource
   • Custom Attribution Property
   • Updating Existing Records (Overwrite Fields)
   • Custom Field Name Mapping
   • Full Configuration Example
6. Do Not Contact (DNC) Settings
7. Email & LinkedIn Message Sync
8. FAQs
9. Connecting Your Salesforce Account
   • Standard Connection Flow
   • Troubleshooting: "App must be installed into org" Error

Getting Started

To connect your Salesforce account with Artisan:

1. Navigate to Settings → Integrations → Salesforce
2. Click Connect Salesforce
3. Log in to your Salesforce org and authorize Artisan