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Salesforce Integration

Connect Salesforce as your CRM and keep accounts, contacts, opportunities, and support cases flowing into Statisfy automatically — no engineering help required.

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What this integration does

• Two-way sync — accounts, contacts, and opportunities sync from Salesforce into Statisfy, and edits you make in Statisfy can sync back. See Salesforce Bi-Directional Sync for the write-back side.
• Bring any object — pull additional Salesforce objects (contracts, entitlements, success plans — anything) into Statisfy as related records.
• Owner mapping — tell Statisfy which Salesforce field holds each owner (Account Owner, CSM, and so on) so the right people see the right accounts.
• ARR & renewal dates — point at the Salesforce fields you trust, or have Statisfy calculate them from related records like subscriptions.
• Support cases & Chatter — pull Salesforce Cases in as support activity with AI sentiment analysis, and optionally sync Chatter posts.

You configure all of this yourself in a settings page inside Statisfy, with live previews so you can check your work before saving.

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Prerequisites

1. Admin access in Statisfy — only admins see integration settings.
2. Admin access in Salesforce — the person connecting must be able to approve a connected app and should have visibility into the objects you want to sync. If you can install apps from the Salesforce AppExchange, you have enough access.
3. The Statisfy managed package installed in your Salesforce org — if you’re connecting for the first time, follow Salesforce Integration Steps for the one-time install.

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Step 1 — Connect

1. In Statisfy, go to Integrations → Admin Apps and find the Salesforce card.
2. Click Connect. A Salesforce sign-in window opens.
3. Sign in with your Salesforce admin account and click Allow.
4. The card now shows Connected. Click Settings on the card to configure what syncs.

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Step 2 — Configure the settings wizard

The settings page has seven sections. Only Account Filtering is required — you can leave the rest at their defaults and come back any time. Click Save when you’re done; every save is versioned (see Configuration history).

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1. Account Filtering (required)

Decide which Salesforce accounts come into Statisfy.

• Single filter — one filter; every matching account is brought in as a Customer.
• Typed filters — separate filters for Customer, Prospect, and Partner. Each account gets the type of the first filter it matches. Accounts matching no filter are not synced.

Click Validate to see the match count and five sample accounts before saving. If it says “0 accounts match,” your filter is valid but too narrow — loosen it.

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2. Owner Mapping

Tell Statisfy which Salesforce field identifies each kind of owner. The dropdown shows only fields on your Account object that point to a Salesforce user, so you can’t pick an invalid field.

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3. ARR & Renewal

Choose where Statisfy gets each account’s annual recurring revenue (ARR) and renewal date. Three options for each:

• None — don’t sync it.
• Direct field — pick the Account field that already holds the value (ARR fields must be number/currency fields; renewal must be a date field).
• Calculated from related records — have Statisfy compute it from a child object, e.g. “sum the Amount on all active Subscription records.” You choose the object, the value field, how to combine values (sum, max, or latest), and an optional filter to scope which records count.

For calculated values, click Validate to see the computed result for sample accounts — check those numbers against Salesforce before saving.

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4. Custom Objects

Bring any other Salesforce object into Statisfy as related records on an account or contact. Click Add Custom Object and fill in: You can add as many custom objects as you need.

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5. Support Cases

Turn this on to pull Salesforce Cases into Statisfy as support activities, with AI sentiment analysis on the conversation.

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6. Chatter

Optionally sync Salesforce Chatter posts and comments from Accounts and Opportunities into the activity timeline. Chatter is the one section with its own Sync Frequency control — choose Hourly, Daily, or Weekly and click Save Schedule. Two things to know:

• No schedule means no syncing. Turning the Chatter toggle on isn’t enough — you must also save a Sync Frequency, or Chatter will never run.
• The schedule saves separately. “Save Schedule” applies immediately and is independent of the main Save button at the bottom of the page (which saves the rest of your Chatter settings). Use Disable Schedule to stop scheduled runs.

The page warns you if a schedule is active while the Chatter toggle is off — clear the schedule or turn the toggle back on. For filters and field options, see the Salesforce Chatter guide.

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7. Advanced

Most teams never touch this section. It lets you restrict exactly which fields sync (“allowlists” — only the fields you list are synced) for Accounts and Opportunities, map extra Contact fields, or exclude specific Contact fields. Use it to trim sync size on very large orgs or to bring in non-standard fields without a custom object.

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Step 3 — Run your first sync and check the results

• After connecting, Statisfy automatically runs a first full sync that pulls your recent Salesforce history; ongoing syncs then run daily. Support cases also refresh daily. (Details: your first sync.)
• The Sync Job banner at the top of the settings page shows the latest run and its status. Changed a setting and don’t want to wait? Click Run Sync Job to sync now.

Verify it worked: open Accounts in Statisfy and spot-check a few accounts you know — confirm the owners, ARR, and renewal dates match Salesforce.

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Changing settings later

Edit any section and save — changes take effect on the next sync (use Run Sync Job to apply them immediately). Every save is kept as a version you can see in the page header; to restore a previous version, contact support@statisfy.com. See Configuration history.

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Syncing changes back to Salesforce

Edits made in Statisfy — to accounts, contacts, opportunities, and synced custom objects — can be written back to Salesforce so both systems stay in step. See the Salesforce Bi-Directional Sync Guide to set this up.

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Troubleshooting

Saving fails with 'SOQL validation failed'

Your filter doesn’t match your Salesforce setup — usually a misspelled field name, a field that doesn’t exist on that object, or an unbalanced parenthesis. Click Validate on the filter; the error message names the exact problem. Tip: copy field names from the dropdowns rather than typing them.

ARR or renewal date looks wrong on an account

Check which mode you chose in the ARR & Renewal section:

• Direct field — open that account in Salesforce and confirm the field actually holds the value you expect.
• Calculated — click Validate and compare the sample results against Salesforce; the filter or the combine rule (sum/max/latest) usually needs adjusting.

A custom object isn't showing on accounts

• Confirm the object is added and saved in the wizard’s Custom Objects section.
• Verify the matching field really links back to the Account (or Contact) for the records you expect.
• Check the optional filter — too restrictive a condition silently excludes records.
• Newly added objects appear after the next sync — click Run Sync Job instead of waiting.

Support cases are missing or out of date

• Check that the Support Cases toggle is on.
• Make sure the lookback window covers the cases you expect — it maxes out at 365 days.
• Check the case filter isn’t too narrow.
• If cases sync but conversations are empty, try switching the conversation source between Case Comments and Email Messages — different orgs store case conversations in different places.

Chatter posts aren't appearing

Two switches have to be on: the Chatter toggle and a saved Sync Frequency. If either is missing, nothing runs. Check the “Currently scheduled” line in the Chatter section to confirm a schedule is active.

The sync says 'completed' but no data appears

Almost always the account filter: click Validate in Account Filtering — if it shows 0 matches, your filter is excluding everything. If the count looks right but data still doesn’t appear, contact support with the approximate time of the sync run.

The Connect button fails or loops

Make sure you’re signing in to the correct Salesforce org (production vs sandbox) with an admin account, and that pop-ups aren’t blocked in your browser. If your org restricts which apps users can authorize, a Salesforce admin may need to approve the Statisfy connected app first.

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FAQ

Will connecting change anything in Salesforce?

No. Connecting and configuring only reads from Salesforce. Writing back is a separate, deliberate setup — see the Bi-Directional Sync Guide.

Who can set this up?

A Statisfy admin who also has Salesforce admin access. No developers needed — everything happens in the settings page.

Can I change my filters after the first sync?

Yes, any time. Save, then click Run Sync Job to apply immediately. Accounts that no longer match your filter stop updating.

How fresh is the data?

Sync runs daily; the first sync after connecting pulls recent history. Chatter follows its own schedule (hourly, daily, or weekly — whatever you saved).

How do I disconnect?

On the Salesforce card under Integrations → Admin Apps, choose Disconnect. You can also revoke Statisfy’s access from Salesforce’s Connected Apps settings. Already-synced data remains in Statisfy until you ask support to remove it.

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Support

Still stuck? Email support@statisfy.com or reach out to your Customer Success Manager — include a screenshot of the settings section and the error if there is one.