> ## Documentation Index
> Fetch the complete documentation index at: https://kondo.mintlify.site/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

      ![Clean Shot 2026 03 10 At 08 36 17@2x](https://mintcdn.com/kondo/Hpt0lF4EBJu15bW5/images/CleanShot2026-03-10at08.36.17@2x.png?fit=max\&auto=format\&n=Hpt0lF4EBJu15bW5\&q=85\&s=88a0c0651446895765a68361b5c110d9)
4. Configure mapping for Kondo -> Salesforce

   ![Clean Shot 2026 03 10 At 08 39 42@2x](https://mintcdn.com/kondo/Hpt0lF4EBJu15bW5/images/CleanShot2026-03-10at08.39.42@2x.png?fit=max\&auto=format\&n=Hpt0lF4EBJu15bW5\&q=85\&s=72e7d615cf4dfbc393b484269157d48d)

   * Toggle 'Enable sync to Salesforce' to turn the sync on.
   * We map records in Kondo to Salesforce records by using the contact's **Profile URL** as an identifier. Point Kondo to the field in Salesforce you store LinkedIn URLs in.
     * If a matching Profile URL is not found, Kondo will either not update anything or create a new contact, if you have 'Create contacts if not found' toggled on.
   * Toggle 'Sync 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 chat history 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
   * Set 'Sync frequency'
     * Auto-sync labeled: 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)
     * Auto-sync all: trigger a sync whenever a new message is sent, received, label is added, etc for all chats
     * Manual only: 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.


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