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CRM
Salesforce Sync
Move lead, account, and opportunity data between ServoAgent and Salesforce with controlled field mapping.
Setup time
35 min
Result
Authorize Salesforce safely
Implementation steps
1
Authorize a connected app
Provision a connected app with environment-specific credentials and keep sandbox and production orgs isolated.
2
Map object fields
Decide how ServoAgent contacts, runs, and outcomes map into leads, contacts, and opportunities.
3
Turn on outbound verification
Validate push results and failure handling before enabling real-time automation in production.