Salesforce CRM
Sync contacts between Starlight and Salesforce.
Connect Salesforce to import existing contacts into Starlight or export your Starlight leads to Salesforce.
Setup
1. Go to Connectors
Click Connectors in the sidebar
2. Click Connect Salesforce
Under the CRM section, click Connect next to Salesforce
3. Authorize with Salesforce
Sign in to your Salesforce org and grant Starlight permission to read and write contacts
Importing from Salesforce
Import your existing Salesforce contacts into Starlight:
1. Go to Contacts and click Import
2. Click Import from Salesforce
3. Starlight fetches all contacts from your Salesforce org
4. Contacts are deduplicated by email — existing leads won't be duplicated
Imported contacts appear in your Contacts page with status "New".
Exporting to Salesforce
Export Starlight leads to your Salesforce CRM:
1. Select contacts from the Contacts page
2. Click Export to Salesforce
3. New contacts are created in Salesforce; existing ones (matched by Salesforce contact ID) are updated
Field Mapping
| Starlight Field | Salesforce Field |
|---|---|
| First name | FirstName |
| Last name | LastName |
Email | |
| Phone | Phone |
| Title | Title |
| Location | MailingCity |
| Company | Account.Name (import only) |
Salesforce requires a last name on every contact, so a single-word name is stored as the last name. Company is read from the contact's account on import but isn't written on export, since a contact's account can't be set by name.
Deduplication
Starlight tracks which leads are linked to Salesforce contacts via an internal ID. On re-import or re-export:
- Contacts already linked are updated, not duplicated
- New contacts are created in the target system
- Matching is done by the stored Salesforce contact ID first, then by email
Disconnecting
Go to Connectors and click Disconnect next to Salesforce. Your existing contact data in Starlight is preserved, but future syncs won't work until you reconnect.