Connect your Salesforce to Connexu
Most teams connect in under a minute with Connexu's Salesforce app — just click Connect, sign in, and Allow. Then map fields so the right data stays in sync.
Requirements
- Enterprise, Unlimited, Performance or Developer edition (Professional needs the API add-on)
- Connecting user has "API Enabled"
- You can sign in to Salesforce and click Allow on the Connexu authorization screen
1. Connect (recommended)
About 1 minuteConnexu already has a Salesforce app ready. Your admin does not create anything in Setup.
- Go to portal.connexu.io → Connected Apps and open the Salesforce card.
- Click Connect.
- Sign in to Salesforce, then click Allow.
- Confirm status shows Connected. Optionally click Test connection.
2. What syncs
After you connect, open the Salesforce gear on Connected Apps to choose direction and what moves.
| Data | Direction | Where it lands in Salesforce |
|---|---|---|
| Prospects (people) | Push from Connexu (and pull via reports) | Lead or Contact fields you map |
| Companies / accounts | Mapped with people | Account fields you map |
| Meetings, follow-ups, activity, disqualified | Import from Salesforce Reports you paste by ID | Pulled into Connexu from your chosen report IDs |
| Selected prospect updates | Export only the types you check (meetings, follow-ups, activity, disqualified) | Updates the matched Lead/Contact using your field map |
| Dialer call activities & call results | Push when Connexu enables it on your org | Task (Call) + fields like Call Result on the person — update existing records only by default |
- Source of truth — who wins on conflict (Connexu, Salesforce, or merge).
- Sync mode — bi-directional, export-only (push), or import-only (pull).
- Match people by email (and optional Salesforce record Id) so we update existing Leads/Contacts instead of creating duplicates.
3. Map your fields
Field mapping tells Connexu which Salesforce column receives each Connexu value (and the reverse for imports).
- On the Salesforce card in Connected Apps, click the Configure Mapping (gear) icon.
- Open the Field Mappings tab. Connexu loads your live Salesforce schema (Lead, Contact, Account).
- Click Smart Match to auto-align common fields (Email, Name, Title, Company, Phone, etc.).
- Review the Prospect and Account tables. For each Connexu field, pick the Salesforce field from the dropdown — or -- Do Not Sync --.
- Click Save Changes.
Common Connexu person fields you can map
First Name, Last Name, Email, Title, Mobile Phone, Company Name, LinkedIn URL, Call Result, Meeting Date / Quality / Outcome, Emails Sent / Opened / Replied, LinkedIn messages & reactions, City, State, and more.
Exact Salesforce API names differ by org (especially custom fields ending in __c). Always pick from the dropdown after Connect — that list is your org's real fields.
4. Where Salesforce field names come from
Easiest: after Connect, use the mapping dropdowns. Connexu calls Salesforce Describe and shows each field's label plus API name — no Setup digging required.
If your admin needs to create or rename a field first:
- In Salesforce: Setup → Object Manager.
- Open Lead, Contact, or Account.
- Go to Fields & Relationships.
- Open the field. Copy the Field Name / API Name (e.g.
Email,Title,Call_Result__c). - Back in Connexu, refresh the mapping modal (reconnect or reopen the gear) and select that field in the dropdown.
Tip: custom fields always end with __c. Standard fields use Salesforce's API Name (not always the same as the UI label).
For import, paste Report IDs from Salesforce (Setup or the report URL — the 15/18-character Id). Connexu uses those reports to pull meetings, follow-ups, activity, and disqualified lists.
Security
Connexu only accesses Salesforce as the user who clicked Allow, with the scopes on the consent screen. Revoke any time from Salesforce Setup → Connected Apps OAuth Usage. Own-app Consumer Secrets are stored encrypted and never shown again.
Troubleshooting
| Error / Issue | Solution |
|---|---|
| Mapping dropdown empty / schema failed | Confirm Connected, then reopen the gear. The connecting user needs API access to Lead/Contact/Account. |
| OAuth blocked / app not approved | Ask your Salesforce admin to approve Connexu, or use Use your own Salesforce app. |
| redirect_uri_mismatch | Own-app path: callback must be exactly https://portal.connexu.io/SalesforceCallback |
| Status "Reconnect needed" | Token revoked or unused too long — org admin clicks Reconnect. |
Need help? Ping your Connexu contact or email brad@connexu.io.