---
title: "Salesforce Integration Details"
canonical: "https://resourcecenter.kenect.com/space/Integratio/41124685/Salesforce%20Integration%20Details"
format: markdown
---
> ℹ️ ### Requirements
> ℹ️ 
> ℹ️ Must be on one of the following versions of Salesforce with API Access:
> ℹ️ 
> ℹ️ •Enterprise Edition
> ℹ️ 
> ℹ️ •Unlimited Edition
> ℹ️ 
> ℹ️ •Developer Edition
> ℹ️ 
> ℹ️ •Performance Edition

### **Contact Sync**

Contact sync with Salesforce will be one way from Salesforce to Kenect, and will sync every 10 minutes:

> ℹ️ **To ensure contacts are syncing correctly, the following three phone fields MUST be enabled withing Salesforce during Setup: **Mobile Phone, Home Phone, Phone

![image-20240429-203732.png](media://7a1c96d9-8880-449d-9875-810edf2b6530)

![image-20240429-203749.png](media://49bda43c-c954-4ba0-bdb8-15b1409526e9)

### **Lead Push**

Leads that come through the Kenect widget on the website, or directly text in (***must have a first and last name saved on the lead in Kenect to sync***) will create either a new “Lead” or “PersonAccount” in Salesforce. Customers have the ability to choose which lead type they would like them to go in as in the Salesforce integration configuration.

> ℹ️ **NOTE: **In order for leads to push as “PersonAccount” the Salesforce account will need to be USING that type of Salesforce record. **IF **an account is NOT a person account additional configuration is needed for leads to filter. This is done by configuring the “Lead” object in Salesforce, configurable fields needed: Description, Mobile, Home and Phone.

![image-20240429-205011.png](media://f351e418-3dab-44f0-8357-2e92e6457031)

### **Conversation Posting**

Conversation history will be posted as tasks to the contact record. The users will need to make sure the username/email they have with Salesforce matches up with the Kenect username/email, so the tasks will be inserted tied to the user that sent the text:

![image-20240429-205044.png](media://9de8bf53-108b-44d4-834d-df1863d06e1f)

**Additional Features**

> ℹ️ **IMPORTANT NOTE: **If you have a Salesforce Admin, there are POTENTIAL additional configurations that could be included in the integration. These are **NOT KENECT ADDITIONS**, your team would need to build these configurations.

# **FAQs (Frequently Asked Questions)**

- **Why if the lead was pushing to salesforce app, the contact is not synced in Kenect app?**
  - The user needs to convert the lead in a contact, in that way the contact is available to be synced to Kenect app  
[Convert a Lead to a Client (found in internet)](https://help.salesforce.com/s/articleView?id=sf.fsc_convert_lead.htm&type=5)
- **How to enable the customer url in their salesforce account?**
  - Ask to integration team for a tutorial
- **What if I am receiving errors that my session isn’t valid?**
  - Peep this comment:* We had the same issue. We had to update the 'Session Security Level Required at Login' profile setting for the profile of the user that we are connecting to Salesforce with from simple-salesforce. When this setting is set to 'High Assurance' we get the 'This session is not valid for use with the REST API' error. When we set it to '--None--', we are able to both login to and query Salesforce successfully.*
    *Setup -> Profile -> Session Security Level Required at Login -> --None--*