Want to auto-sync your AiQLs to Salesforce? Click the integration and turn on the 'Automatically Sync AiQLs toggle. You can easily disconnect this if you no longer desire auto-sync.

When a new AiQL is delivered to Starboard, sync it to your Salesforce by clicking the the three-dot menu and then 'Add to CRM.'

A badge on the AiQL will be displayed once an AiQL has been added to your CRM.

Note: The "ADDED TO CRM" icon will not be shown when auto-sync is enabled, as all Actionable AiQLs will be synced.

When an AiQL is added to the CRM, the following occurs:

1. A check will occur to validate if the account already exists in your CRM. If it does, a duplicate account will not be created. If it does not, the account will be created. The data fields pushed to Salesforce from an AiQL are Account Name, Website, and Phone Number.

Note: The check will be completed on the domain level to identify a duplicate.

2. A check will occur to validate if the contact already exists in your CRM. If it does, a duplicate contact will not be created, and the AiQL thread will be added to the existing contact. The data fields pushed to Salesforce from an AiQL are Name, Title, Email, and Thread Contents (added as an event).

Note: The check will be completed on the email address to identify a duplicate.

3. A check will occur to validate if a lead already exists in your CRM. If it does, a duplicate lead will not be created. If the lead does not exist, it will be created, and the AiQL thread will be associated. The data fields pushed to Salesforce from an Actionable AiQL are Name, Title, Email, Phone Number, and Thread Contents (added as an event).

4. The AiQL event will be added to the activity section of the Contact and Lead.

How can I create a new lead source 'Sailebot', and an automated workflow in Salesforce?

To create a new lead source in Salesforce, follow these instructions to create a lead source, then Create your lead source mapping process.

Where can I view the connection details in Salesforce?

Within Salesforce, you view the connection to Starboard within Settings 👉 Connections (pictured below).

Can I sync an AiQL in Starboard to Salesforce the same day I receive it?

Sync AiQLs to Salesforce the same day by clicking the Salesforce logo within the AiQL email notification. Since there is a one-business-day delay for AiQLs to be populated in Starboard, same-day syncing is not possible.

Can certain functions like account creation be turned off when integrating into Salesforce?

Certain functions like account creation cannot be turned off in Salesforce integration.

Can we add this integration to our sandbox site for Salesforce first before we roll it out?

Yes, you can integrate this into Salesforce sandbox site before rolling it out. The procedure involves integrating the test account on the Salesforce Sandbox site with Starboard. Following this, a manual push can be executed to validate the AiQLs. Follow the steps below to connect a Sandbox site.

1. Click 'Connect to Sandbox' in the dropdown.

2. You will be taken to the Salesforce login page to input your credentials.

3. Verify the connection was successful in Starboard.

4. When ready to disconnect, click on the Salesforce card within Integrations

and then select the Disconnect at the bottom.

What type of AiQLs will be pushed to Salesforce, either manually or auto-synced?
The type of AiQLs that will be pushed to Salesforce, either manually or through auto-sync, are AiQLs and not Positive Responses

Is there a way to test Salesforce integration?
While there isn't a dedicated testing functionality, one approach is to have one Sailer integrate without auto-sync. Then, when an AiQL is received, they can manually push it to Salesforce for testing purposes.

Will Captains have admin permissions in Starboard to turn off the integration?

No, Captains will not have admin permissions in Starboard to turn off the integration. This can only be accomplished on the Sailer level.

Integrating with your Salesforce unlocks seamless automation: whenever an account or contact is created or updated in your CRM, it can be automatically sent to your Sailebot for action, while supporting exclusions.

Salesforce 2-way Integration Features

The Salesforce 2-way sync ensures your Sailebot stays compliant and efficient by respecting communication preferences directly from Salesforce. Whether at the account or lead/contact level, Sailebot automatically excludes anyone marked as Do Not Contact or opted out, saving time while maintaining trust and precision in outreach.

Easily manage Sailebot email permissions with the custom "Allow Sailebot to Contact" field in Salesforce. By adding this picklist to Accounts, Contacts, and Leads, you can define precise outreach preferences—ensuring your Sailebot only contacts those marked as Ok to contact while respecting Do Not Contact settings. When you sync your CRM with your Sailebot, data flows exclusively from your CRM to your specific campaigns. Data is not collected or used for any other purpose.

In Salesforce setup, use Object Manager and add the following custom field to:

Field Type: Picklist

Field Label: Allow Sailebot to contact

Field Name: Allow_Sailebot_to_contact (must be exact)

Field Values (must be exact):

Provide the details needed to ensure it is easy to decipher this object against the other objects leveraged in your instance. Save once the information has been completed.

Once created, it will appear on the Object Manager list:

Select the object to be edited, in this case, Allow Sailebot to Contact. By doing so, the details will appear which will allow you to add in the selections for this field.

Send AiQLs directly to your Salesforce

When an account or contact is created or updated in your CRM, it can be automatically sent to your Sailebot for action.

Account (Company)

Lead/Contact

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