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

# Salesforce Integration

> Connect Salesforce with ContactSwing to run campaigns, sync data, and communicate across channels within your CRM.

## Overview

This guide explains how to connect **Salesforce** with **ContactSwing** to execute multi-channel campaigns (calls, SMS, email, WhatsApp) directly from your Salesforce dashboard. Automate sales and marketing outreach without switching platforms.

## 🎥 Video walkthrough

<div class="card-video">
  <video src="https://storage.googleapis.com/helpsessionvideos/Contactswing/Videos/Integration/Salesforce/salesforce-integration.mp4" autoplay playsinline controls title="Salesforce Integration" />
</div>

***

## Step-by-step guide

Follow these steps to add the Salesforce integration:

<Steps>
  <Step title="Go to the Integrations section">
    Go to the **Integrations** section in your ContactSwing application. Here, you’ll find a list of external services available for integration. Select **Salesforce** to start the setup process.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/Integration/Salesforce/salesforce1.jpg" alt="Integrations" />
  </Step>

  <Step title="Sign in to Salesforce">
    In the ContactSwing Integrations section, click **Sign in to Salesforce**. This redirects you to the Salesforce login page.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/Integration/Salesforce/salesforce2.jpg" alt="Salesforce login" />
  </Step>

  <Step title="Enter your Salesforce credentials">
    On the Salesforce login screen, enter your **Salesforce username and password** to authorize the integration. Ensure your account has permissions for third-party apps.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/sf2.jpg" alt="Salesforce auth" />
  </Step>

  <Step title="Connected!">
    Once authenticated, you’ll see a confirmation message that your **Salesforce account is now connected** to ContactSwing. You can now run campaigns directly from your Salesforce dashboard. 🎉
  </Step>
</Steps>

**Next Steps:** After integration, log in to your Salesforce account:\
[https://orgfarm-1f12ed1797-dev-ed.develop.lightning.force.com/lightning/page/home](https://orgfarm-1f12ed1797-dev-ed.develop.lightning.force.com/lightning/page/home)

***

## Run Campaigns from Salesforce

## 🎥 Video walkthrough

<div class="card-video">
  <video src="https://storage.googleapis.com/helpsessionvideos/Contactswing/Videos/Integration/Salesforce/salesforce-contactswing.mp4" autoplay playsinline controls title="Salesforce Integration" />
</div>

<Steps>
  <Step title="Navigate to Contacts">
    Go to **Contacts** in Salesforce. You can also create new contacts here if needed.
  </Step>

  <Step title="Start Campaign">
    1. Select the contact(s) you want to reach.
    2. Click **ContactSwing** in the contact actions menu.
    3. Choose your action: **Call**, **SMS**, **Email**, or **WhatsApp**.
    4. Select the **campaign**, **touchpoint**, and **assistant**.
    5. Fill in the required details and **initiate the campaign**.
  </Step>
</Steps>

**Example Flow:**

1. Connect your Salesforce account in **ContactSwing** › Integrations.
2. In Salesforce, select contacts and click **ContactSwing**.
3. Choose your pre-built campaign from ContactSwing (same account).
4. Initiate — ContactSwing handles the execution.

***

### Key Features

#### 1. Campaign execution from Salesforce

* Run **multi-channel campaigns** (calls, SMS, emails, WhatsApp) directly from Salesforce.
* No platform switching required.

#### 2. Bulk outreach

* Select **multiple contacts** and send:
  * **Mass SMS**
  * **Bulk emails**
  * **Automated WhatsApp**
  * **Auto-dial calls**
* Ideal for promotions, event invites, and follow-ups.

#### 3. Single contact actions

* For individual contacts, initiate:
  * **Phone calls**
  * **Quick SMS**
  * **Personalized emails**
  * **WhatsApp messages**
* Available natively in Salesforce contact views.

#### 4. No data import required

* ContactSwing **does not import** your Salesforce data.
* All data stays secure in Salesforce — we only execute communication actions.
* Ensures **compliance and simplicity**.

#### 5. Import campaigns from ContactSwing

* Import your ContactSwing campaigns into Salesforce for execution.
* Design in ContactSwing, run from Salesforce.

***

#### Use Cases

* **Sales Teams**: Instant lead follow-ups 📞
* **Support Teams**: Quick status updates 📨
* **Marketing Teams**: Bulk promotional campaigns 📢
* **Account Managers**: Personalized client outreach 🤝