Skip to main content

​
Overview

The Salesforce integration provides bidirectional sync between your Salesforce CRM and Raycaster sheets. Pull contacts and accounts into your workspace, enrich them with AI-powered research, and push updates back to Salesforce.

​
Setting Up Salesforce

1

Open Integration Settings

Navigate to Settings → Integrations in the sidebar.
2

Add Salesforce

Find the Salesforce section and click “Add Integration”.
3

Authorize

Sign in to your Salesforce account and grant Raycaster access. You’ll be redirected to Salesforce’s OAuth page.
4

Confirmation

Once authorized, the integration becomes active and is available to all members of your organization.
Salesforce integrations are always organization-scoped. Each organization has a single Salesforce connection shared by all members.

​
Using CRM Templates

The fastest way to get started with Salesforce sync is to use a CRM template:
  1. Create a new sheet and select “From Template”
  2. Choose “Company/Accounts Template for CRMs” or “People Template for CRMs”
  3. The template includes columns pre-mapped to common CRM fields

​
Syncing Data

​
Configuring Sync

1

Open a Sheet

Open the sheet you want to sync with Salesforce. For best results, use a CRM template.
2

Open CRM Settings

Click the CRM button in the sheet toolbar to open the sync configuration.
3

Select Entity Type

Choose what you want to sync:
  • Contacts — Individual people in your Salesforce
  • Accounts — Organizations in your Salesforce
4

Map Fields

Map your sheet columns to Salesforce fields. The field mapping interface shows available standard and custom fields.Example mappings:
Sheet ColumnSalesforce Field
First NameFirstName
Last NameLastName
EmailEmail
CompanyAccount.Name
Job TitleTitle
5

Choose Sync Direction

Select the sync direction:
  • Pull — Import data from Salesforce into your sheet
  • Push — Export data from your sheet to Salesforce
  • Bidirectional — Sync in both directions
6

Run Sync

Click Sync to execute. Progress is tracked in real-time.

​
Sync Directions

Import contacts or accounts from Salesforce into your sheet:
  • All mapped fields are pulled from Salesforce
  • New rows are created for each record
  • Both standard and custom Salesforce fields are supported

​
Custom Fields

Salesforce custom fields are fully supported:
  • Custom fields appear alongside standard fields in the field mapping interface
  • Map them to any sheet column just like standard fields
  • Custom field values are synced in both pull and push directions
  • Salesforce custom fields typically end in __c (e.g., Research_Area__c)

​
Sync Tracking

Each sync operation is tracked with:
  • Event type — Pull, push, or bidirectional
  • Records processed — Number of contacts/accounts synced
  • Errors — Any records that failed to sync, with error details
  • Timestamp — When the sync occurred
View sync history from the integrations settings page.

​
Troubleshooting

  • Verify the field exists in your Salesforce org
  • Check that your Salesforce user profile has field-level security access
  • Custom fields need to be visible to the API user — check field accessibility settings
  • Ensure your field mappings include a unique identifier (typically Email for contacts)
  • Use the pull direction first to import existing records before pushing new data
  • Verify the Salesforce account used has API access enabled
  • Check that the user profile has CRUD access on the relevant objects (Contact, Account)
  • Salesforce API access requires appropriate edition (Enterprise, Unlimited, or Developer)
  • Try disconnecting and reconnecting the integration
Salesforce enforces daily API call limits based on your edition:
  • Large syncs may consume significant API calls
  • Monitor your API usage in Salesforce Setup under “API Usage Notifications”
  • Consider syncing during off-peak hours for large datasets

​
Disconnecting

To remove the Salesforce integration:
  1. Go to Settings → Integrations
  2. Find the Salesforce integration
  3. Click Disconnect
  4. Confirm the removal
Disconnecting does not delete any data that was already synced to your sheets or pushed to Salesforce. It only prevents future sync operations.