> For the complete documentation index, see [llms.txt](https://help.dscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dscout.com/private-panels/integrations/salesforce-integration.md).

# Salesforce integration

You have the ability to automatically transfer your Salesforce Contacts into your Private Panels panel.

## Configuring the integration

{% stepper %}
{% step %}
Go to **Settings Integrations**.
{% endstep %}

{% step %}
Find Salesforce, and click **Connect**. You'll be prompted to enter your Salesforce URL, which will look something like this: [**https://data-connect-12345.my.salesforce.com**](https://data-connect-12345.my.salesforce.com/)

* When you add the URL, it must start with **https\://** and must end with **.**[**my.salesforce.com**](http://my.salesforce.com/)
* To find this Salesforce URL, go to your Salesforce account, and click on your avatar in the top right nav. *If the URL is lengthy, it may not be fully showing, but once you double-click to select it, and copy the text, you should have it fully copied.*

![](/files/12d9cf5fa50c85762586037084ab005db1d51ab1)
{% endstep %}

{% step %}
Then you will be redirected to login to Salesforce and grant permissions. The [scopes](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_tokens_scopes.htm\&type=5) requested are:

1. Manage user data via APIs (api)
2. Perform requests at any time (refresh\_token, offline\_access)
   {% endstep %}

{% step %}
You will be redirected back to **Settings Integrations** page, and you should see that Salesforce is connected (because the Connect button will be gone, and you will see some additional actions).
{% endstep %}

{% step %}
Click **Configure Sync**, and when you see a popup, choose which **Panel**, **Salesforce List** you'd like to use.
{% endstep %}

{% step %}
Within the same popup, you'll perform **Property Mapping** - which Salesforce properties (left side dropdowns) should match to which Private Panels properties (right side dropdowns).

* Your Private Panels Panel Property "type" **must be matched** to a corresponding Salesforce property "type", in order for the sync to successfully complete. For example, you can not match a *Checkbox* to a *Text* field. Refer to the [table at the bottom of the page](#property-mapping) for what "types" are allowed to be mapped.
* **Note for dropdown & checkboxes:** Once this Panel Property type is synced to a Salesforce property, Private Panels will save the Salesforce version of the options for the property. You will no longer be able to edit the options manually.
  {% endstep %}

{% step %}
Within the same popup, choose the **Direction** of data flow.

1. **Salesforce - Private Panels:** One way flow, data updates will be taken from Salesforce nightly, and updated within Private Panels.
2. **Private Panels - Salesforce:** One way flow, when data is updated in Private Panels, we will automatically send it to Salesforce.
3. **Two Way:** Combines the previous two, when data is updated in Private Panels, we will automatically sent it to Salesforce. And we will also check nightly for any updated data in Salesforce, and update it in Private Panels.
   {% endstep %}

{% step %}
After you are done with a successful mapping, save the configuration. The "sync" will automatically run nightly. It is good practice to run a sync manually, to do this click the **Refresh icon** under **Actions**.
{% endstep %}

{% step %}
Then you can navigate to your **Panel** page, and verify you can see the Salesforce contacts.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Once you have the integration enabled, the "sync" will automatically run nightly until you disconnect the integration.
{% endhint %}

## Property Mapping

| Salesforce                                     | Private Panels           |
| ---------------------------------------------- | ------------------------ |
| picklist, reference                            | Single-select (Dropdown) |
| multi-picklist                                 | Multi-select (Checkbox)  |
| boolean                                        | True / False             |
| string, double, id, address, phone, email, url | Text                     |
| int                                            | Number                   |
| textarea                                       | Text                     |
| datetime, date                                 | Date                     |

{% hint style="info" %}
**Note:** Private Panels was previously managed outside of Dscout, so you may see a different logo and URL in some places. If you have any questions, contact <support@dscout.com>.
{% endhint %}


---

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