We're making the Salesforce integration more flexible. You can now
configure key settings individually
for each connected Social Account, giving you more control over how your data flows.Now, you have the ability to configure settings on a
per-Social-Account basis
. Here's what can be set individually:- Assign a Fallback Accountfor companies
- Assign a Preselected Contact Ownerin Salesforce
- Turn the Prospect Activity Synctoggle on or off
- For Activity Sync, assign new contacts to specific owners in Salesforce
✍🏻 A Few Naming Changes
We've also tidied up some of the namings you'll see in the integration settings. Here's what's new:
- Default Contact Owner in CRM → Preselected Contact Owner
- Company Sync to Salesforce Accounts → Link Сontacts to Accounts by Сompany Name
- CRM Owner for Activity Sync → Assign new contacts to.
We hope this update helps make your settings easier to understand and navigate.
❗️ Action Required
Heads up:
If you have the integration connected, it will be automatically disabled when this update goes live. You'll need to review your settings, configure them as needed for each Social Account, and re-enable the integration.
📖 Learn more about the integration and how to configure it here: Salesforce Integration.
If you have feature requests or want to vote for existing ones, head over to our feedback board. For any other questions, feel free to contact us at support@buzz.ai or chat with us directly from the platform using our chatbox — we’re here always to help!