> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trykondo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

### Overview

The Kondo \<> Salesforce integration allows you to

* Sync sent and received DMs to the Contacts activity timeline as Tasks
* Sync fields from Kondo such as labels, notes, and URL to Salesforce contact fields
* Add links to Salesforce contacts and other Salesforce fields on display in the Kondo side panel

Configuration

1. To connect Kondo to Salesforce, go to Settings -> Integrations -> Salesforce
2. Install the managed package
3. Connect to Salesforce
   1. If you don't have a sandbox instance or custom domain, leave the fields blank and click connect

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        <img src="https://mintcdn.com/kondo/Hpt0lF4EBJu15bW5/images/CleanShot2026-03-10at08.36.17@2x.png?fit=max&auto=format&n=Hpt0lF4EBJu15bW5&q=85&s=88a0c0651446895765a68361b5c110d9" alt="Clean Shot 2026 03 10 At 08 36 17@2x" title="Clean Shot 2026 03 10 At 08 36 17@2x" style={{ width:"60%" }} width="1334" height="1184" data-path="images/CleanShot2026-03-10at08.36.17@2x.png" />
      </Frame>
4. Configure mapping for Kondo -> Salesforce

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   </Frame>

   * We map records in Kondo to Salesforce records by using the contact's **<u>LinkedIn URL</u>** as an identifier. Point Kondo to the field in Salesforce you store LinkedIn URLs in.
     * If a Matching LinkedIn URL is not found, Kondo will either not update anything or create a new contact, if you have the setting toggled on.
   * Toggle 'Sync LinkedIn Messages' if you want to add DMs to the activity timeline. If you leave this toggled off, only fields will sync.
     * Note on message syncing:
       * New messages sent or received while Kondo is open will sync as completed Task objects in the Salesforce activity timeline. If you leave Kondo and return later, only the latest / newest message will sync
       * In addition, Kondo will create a field Kondo LinkedIn History with a long text area containing the entire history of the conversation on the Salesforce contact record. This will update automatically whenever you step into a chat in Kondo
   * Edit optional field mapping below if you want to map other Kondo properties to your own Salesforce custom fields
   * Select sync frequency
     * Auto-sync all: trigger a sync whenever a new message is sent, received, label is added, etc for all conversations
     * Auto-sync labelled: trigger syncs only on labelled chats in Kondo (un-labelled chats in Kondo will never sync, use this for team members to not sync private messages
     * Manual: Only syncs when the sync button is clicked
5. Configure fields to pull from Salesforce -> Kondo
   * Kondo will display a link to the matching Salesforce contact in the right side panel by default. You can optionally add additional fields to pull from Salesforce contact records into the Kondo side panel.