# 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 | `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.