Connect this destination to export audience membership as Salesforce campaigns, opportunities, or activities, or to write warehouse rows onto Salesforce records, for use in Salesforce.

This destination writes to your Salesforce account and is a good fit when you want to:

Run sales outreach from GrowthLoop audiences
Create or update Salesforce objects from a warehouse table

This maps to GrowthLoop Audiences and Syncs:

Use it for	Audiences	Syncs
Creating campaigns, opportunities, or activities from an audience	✓
Creating or updating Salesforce records from a warehouse table		✓

Audience exports follow a CRM look-up journey. See CRM activation for match groups and actions. Syncs write object records. They do not run that look-up journey.

To write Marketing Cloud Data Extensions or trigger transactional email, use Salesforce Marketing Cloud. To write Account Engagement lists, use Salesforce Pardot.

Prerequisites

Make sure you have:

A Salesforce account with API access.
Your Salesforce Username, Password, and Security Token.
Marketing User on that Salesforce user if you will map contacts to a campaign.

Reset your security token

If you do not already have a security token, reset it in Salesforce.

Click your user icon in the upper right, then click Settings.

In Quick Find, type token and click Reset My Security Token.

Click Reset Security Token. Salesforce emails the new token to the address on your user.

Set up Salesforce CRM as a destination

In GrowthLoop, click the Destinations tab on the left sidebar.
Click New Destination in the top right corner.
Search for Salesforce and click Add Salesforce Audience.

Enter the required information, then click Create.

Field	Description
Destination Name	Name this destination in GrowthLoop. Use a name so your team recognizes its purpose, like "Salesforce CRM".
Sync Frequency	Set the default export frequency (for example, daily or weekly). You can override this setting for individual exports and syncs.
Username	Your Salesforce username.
Password	Your Salesforce password.
Security Token	The token Salesforce emailed when you reset it.
Custom Domain (optional)	Leave blank unless your organization requires a custom domain to sign in to Salesforce.
Dev environment	Check this box for a Salesforce sandbox or developer org. Leave it unchecked for production.

GrowthLoop validates the credentials. Salesforce then appears in your list of connected destinations.

Export to Salesforce CRM

From within GrowthLoop, export from an audience. See Export an audience if you need more information on these steps.

After building or selecting an audience, click Export, then search for Salesforce.

The first time you export to this destination, click Activate. Set how GrowthLoop matches contacts and what it should create when it finds a contact, account, lead, or no match. Later exports reuse those destination settings.

See CRM activation for the look-up journey, match groups, and actions.

Map contact identifiers

In Activate, choose a match mode, then map the contact or account lookup field and the lead lookup field.

Match mode	What GrowthLoop looks up
Match on Contacts & Leads	Contacts and leads
Match on Accounts & Leads	Accounts and leads
Match on Leads Only	Leads only

Typical lookups are Contact ID or email for contacts and accounts, and email for leads.

When GrowthLoop creates a contact or lead, map Company name, First name, Last name, Email, and Phone.

Configure the export

This is where you set the campaign type and schedule for audience exports.

Export Name: Defaults to the audience name.
Campaign type: Choose a one-time or ongoing export.
Schedule: Set frequency, start date, end date, and days of the week for ongoing exports.
Campaign mapping: Map to New Campaign, Map to Existing Campaign, or Do not Map to Campaign.
Campaign, opportunity, and activity fields: Enter the names and details your activation settings require, such as a new campaign name, an existing campaign, an opportunity name, or a task due date.

Export behavior

This is what GrowthLoop writes when you export an audience.

Behavior	What happens
What GrowthLoop writes	CRM actions from your activation settings: campaigns, opportunities, activities, or new contacts, accounts, or leads. Direction is GrowthLoop → Salesforce.
When it runs	GrowthLoop sends the export as a batch on the next successful run. An export that starts Now runs within about 15 minutes.
Match field	The contact/account and lead lookup fields you mapped in Activate.
Creates	GrowthLoop creates the records and actions your activation settings allow.
Campaign members	If you map to a campaign, GrowthLoop adds matched contacts or leads to that campaign.
One-time exports	GrowthLoop sends current membership once.
Ongoing adds and removals	Ongoing exports add contacts who enter the audience. Salesforce exports do not support removals. Contacts who leave the audience are not removed from Salesforce.
Deletes	GrowthLoop does not delete Salesforce records.

Create a sync in GrowthLoop

Create a sync from a warehouse table to write rows onto Salesforce records. See Syncs for information on how to complete those steps.

Select an Object Type. GrowthLoop loads objects from your Salesforce org, including standard objects such as Account, Contact, Lead, and Opportunity, and custom objects.

When you configure the sync:

Connection: Select your Salesforce destination.
Object Type: Select the Salesforce object you want to write.
Update Rule: Choose Insert, Update, or Upsert. See Sync behavior.
Dataset/Table: Select the warehouse table that holds the records.
Match Field: Map the lookup field GrowthLoop should use to find the record. The default is email.

After you map fields, click Update Sync. Enable the sync with the toggle at the top of the page.

When you update mappings on an existing sync, choose Updates only unless you need Back-fill. Back-fill rewrites already synced rows and can be expensive on your warehouse.

Syncs write object records. They do not create campaigns or run the audience look-up journey. To create campaigns, opportunities, or activities from an audience, export the audience.

Sync behavior

Behavior	What happens
When it runs	GrowthLoop sends the sync as a batch on the next successful run.
Insert	GrowthLoop creates records that do not already match. Rows that already exist are skipped.
Update	GrowthLoop updates mapped fields on matching records.
Upsert	GrowthLoop looks up the record by the match field you mapped and inserts or updates.
Objects	GrowthLoop writes to the object you selected. That object must already exist in Salesforce.
Campaigns	Syncs do not add contacts to a campaign or create opportunities and activities.
Deletes	GrowthLoop does not delete Salesforce records.

Confirm the export was successful

When the run finishes, confirm you can use the data in Salesforce.

Audience export: Look up the campaign, opportunity, activity, or new record your activation settings create.
Record sync: Search Salesforce for a record you sent and check the mapped fields.

In GrowthLoop, review counts on the audience Exports tab, or confirm the sync appears in the Syncs table. See Export an audience or Syncs for more information.

Congrats on successfully exporting to Salesforce!

Troubleshooting

These are the issues we see most often. You can always email us at [email protected] for help.

Problem	Cause	Resolution
Connection fails to validate	The username, password, or security token is wrong, or you checked Dev environment for a production org	Copy the latest security token from Salesforce. Uncheck Dev environment unless you sign in at `test.salesforce.com`
You cannot export until you activate	The destination is not activated for this dataset	Click Activate and finish the match and action settings
A new campaign does not create	The Salesforce user is not a Marketing User	Enable Marketing User on that user, then export again
A new contact or lead fails	Required create fields are blank	Map Company name, First name, Last name, Email, and Phone when GrowthLoop creates records
Contacts who left the audience are still in Salesforce	Salesforce exports do not support removals	Update or close those records in Salesforce
A sync did not create a campaign	Syncs write object records only	Export an audience to create campaigns, opportunities, or activities
A sync insert skipped a row	Update Rule is Insert and the row already matches a Salesforce record	Use Upsert to update existing records, or Insert only for new rows