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

# Salesforce CRM (Sales and Service Cloud)

## Overview

Salesforce CRM is a cloud-based customer relationship management platform that helps businesses manage sales, marketing, and customer service in one unified system. It enables teams to track leads, automate workflows, and gain insights through real-time reporting and analytics. Designed for scalability and customization, Salesforce supports integrations with external systems and offers industry-specific solutions.

The integration with Zeotap allows the customer to send audience data from Zeotap to standard objects within Salesforce.

Here is a brief of the supported Standard Objects:

* Account – Represents an individual account, which is an organisation or person involved with your business (such as customers, competitors, and partners). To know more about Accounts, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm).
* Contact – Represents a contact, which is a person associated with an account. To know more about Contacts, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm).
* Lead – Represents a prospect or lead. To know more about Lead, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_lead.htm).
* Case - Represents a case, which is a customer issue or problem. To know more about Case, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm).
* Opportunity- Represents an opportunity, which is a sale or pending deal. To know more about Opportunity, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm).
* Account Partner - Represents a partner involved in a customer's account, such as a reseller or strategic ally. To know more about Account Partner, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountpartner.htm).
* Campaign - Represents a marketing program, promotion, or initiative, such as an advertisement, seminar, or direct mail effort. To know more about Campaign, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_campaign.htm).
* Opportunity Line Item - Represents a product or service that has been added to an opportunity (sale or pending deal), detailing the price, quantity, and total amount. To know more about Opportunity Line Item, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunitylineitem.htm).
* Task - Represents a standard work item or to-do assigned to a user, which typically has a due date and completion status. To know more about Task, refer [here](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_task.htm).
* Custom Object - Represents a database table created by a user to store information specific to their organization or industry, extending the standard set of data tables available.

## Supported Identifiers/Attributes

The integration supports all the standard and custom attributes for each of the standard objects in Salesforce.

## Prerequisites

To proceed with Salesforce CRM creation, ensure that you adhere to the following points:

1. **Salesforce Organization**: Active Salesforce org (Developer, Sandbox, or Production).

   a. The org's unique domain name can be found in **Setup > My Domain**.

## Create a Destination for Salesforce CRM

Perform the following steps to create a Destination for Salesforce CRM:

<Steps>
  <Step>
    Log into the Zeotap CDP App and go to the **DESTINATIONS** application.
  </Step>

  <Step>
    Click **+ Create Destination**.

    <Frame>
      <img src="https://mintcdn.com/zeotap/CSAMM_Rlvn0jps6x/articles/integrate-customer/Storage/integrate-customer/image-121.png?fit=max&auto=format&n=CSAMM_Rlvn0jps6x&q=85&s=5d7dd55bcba6f967e4b2b9e8481d46cb" width="1600" height="444" data-path="articles/integrate-customer/Storage/integrate-customer/image-121.png" />
    </Frame>
  </Step>

  <Step>
    Under **All Destinations**, search for **Salesforce CRM**.

    <Frame>
      <img src="https://mintcdn.com/zeotap/CSAMM_Rlvn0jps6x/articles/integrate-customer/Storage/integrate-customer/image-122.png?fit=max&auto=format&n=CSAMM_Rlvn0jps6x&q=85&s=dbd17d637251cb40651ed32d6923a1f2" width="1600" height="496" data-path="articles/integrate-customer/Storage/integrate-customer/image-122.png" />
    </Frame>
  </Step>

  <Step>
    Click **Salesforce CRM**. A screen appears displaying details about the particular destination towards the left. On the right-hand side of the screen find a list of fields that are required for the integration to be established. Enter the required details as mentioned in the following steps:

    a. Enter a name for the **Destination**.

    b. Enter a value for the **Destination Instance Name**. This is an internal name and used internally.

    c. Enter the name of your **Salesforce** **Domain Name**.

    d. Review the values above and click **Connect to Salesforce CRM**. You will be redirected to Salesforce to log in; please use your Salesforce account credentials.
  </Step>

  <Step>
    Under **Choose your Action**, you have the following options

    a. Send Contacts data

    b. Send Account data

    c. Send Case data

    d. Send Lead data

    e. Send Opportunity data

    f. Send Opportunity Line Item Data

    g. Send Task Data

    h. Send Campaign Data

    i. Send Account Partner Data

    j. Send Custom Object Data
  </Step>

  <Step>
    Once you choose the action, map the corresponding fields you want to send to your Salesforce CRM instance from **Zeotap**.

    a. The field name that you provide in the Destination fields must exactly match **Salesforce API field names** (not the display labels you see in the UI).

    b. You can find the field names in salesforce by navigating to **Object Manager** → **\[Object]** → **Fields & Relationships**. You would need to use the Field Name (not the Label).

    c. For Custom Object Data, please follow these requirements:

    i. **Custom Fields:** Append `__c` to all custom field names (e.g., enter `Loyalty_Points__c` instead of `Loyalty Points`).

    ii. **Object Name:** In the **Additional Settings** section below, enter the Object Name with the `__c` suffix (e.g., `Customer_Feedback__c`).

    iii. Navigate to **Object Manager → \[Object Name] → Fields & Relationships**, and use the **Field Name** (API Name), ensuring custom fields and objects include the **\_\_c** suffix.

    <Frame>
      <img src="https://mintcdn.com/zeotap/4xl9wnXlFu0GG8Va/articles/integrate-customer/Storage/integrate-customer/salesforce-crm-sales-and-service-cloud/salesforce-crm-sales-and-service-cloud-2025-11-18-1.png?fit=max&auto=format&n=4xl9wnXlFu0GG8Va&q=85&s=30c0284c19425bb1ad336348c6c32bc2" width="1920" height="993" data-path="articles/integrate-customer/Storage/integrate-customer/salesforce-crm-sales-and-service-cloud/salesforce-crm-sales-and-service-cloud-2025-11-18-1.png" />
    </Frame>
  </Step>

  <Step>
    Click **Create Destination**. The created Destination gets listed in the **Audiences** application, which can be linked to an Audience/segment.
  </Step>
</Steps>

## Link an Audience to the Salesforce CRM Destination

For information about how to link an Audience or segment to the created Destination in the **Audiences** application, refer [here](/articles/integrate-customer/link-an-audience-to-the-destination).