# Salesforce
> Keep records in sync between Kalumma and Salesforce

Canonical page: https://integrations.kalumma.io/partners/salesforce
Marketplace: Tech Partners
Last updated: 2026-07-31
Logo: https://assets.partnerfleet.app/ie09ivewdygcf5yii3pv6bo0bbte

## At a glance
- Categories: [CRM & Sales](https://integrations.kalumma.io/t/categories/sales), [Customer Support](https://integrations.kalumma.io/t/categories/customer-support)
- Pricing: Included, Team, Advanced, Free trial
- Rating: 3.6/5 (11 reviews)

## Call to actions
- **Contact Us** — submit the contact form on https://integrations.kalumma.io/partners/salesforce

## Screenshots
- [Salesforce (video)](https://youtu.be/SlhESAKF1Tk?si=Qy7lWPbfASXLVygs)
- [Salesforce (video)](https://youtu.be/sUm9mtuPUTY?si=_uj6r-dcN6Vd2jZb)

## About
Connect Salesforce to Kalumma to keep accounts, contacts, and opportunities aligned across both systems. Records stay consistent, so your team works from current CRM data without switching tools or re-entering information. Choose which objects to sync and in which direction, and let updates flow automatically. Setup is guided, so most teams can connect and configure without engineering help.

## Features
- **Object sync** — Keep accounts, contacts, and opportunities aligned between Kalumma and Salesforce.
- **Per-object direction** — Choose one-way or two-way sync for each object so data moves the way you want.
- **Field mapping** — Map Salesforce fields to your Kalumma records so data stays consistent and complete.

## How it Works
Once connected, Kalumma and Salesforce keep shared records in step. Accounts, contacts, and opportunities flow between the systems based on your sync preferences, so a change in one place is reflected in the other. You choose which objects participate and whether sync runs one-way or two-way per object. Teams that want more control can use the connection to reflect Kalumma activity against CRM records or trigger follow-up. Configuration is handled through a guided setup with documentation, so you can connect objects, map fields, and set preferences without writing code.

## Permissions
- Account — Bi-Directional — Account
- Contact — Bi-Directional — Contact
- Deal — Pull from Partner — Opportunity

## Reviews
- 5/5 — "Compliance reporting for our sector requires demonstrating chain of custody on decisions, and our previous approach was a shared drive with a naming convention that nobody followed. The structured record plus audit history means our last two regulatory submissions took days rather than weeks, and..." — Rosalind Achterberg, July 2026
- 5/5 — "Client communication was scattered across individual inboxes, which meant any absence became a crisis and any departure became a data loss event. Consolidating it means coverage is now trivial and offboarding no longer involves archaeology. The reason this isn't a five is the initial configuratio..." — Anneke de Vries, July 2026
- 5/5 — "We had three teams operating from three different definitions of 'active account' which meant every cross-functional meeting started with twenty minutes of reconciling numbers before anyone could discuss the actual topic. Standardizing the data model forced us to agree on definitions once, and no..." — Colin Marchetti, July 2026
- 4/5 — "Two-way sync with our accounting system works without babysitting. In fourteen months I've had to manually intervene twice, both times because of a change on the accounting side. Given that this integration was the single biggest risk in our evaluation, having it be boring is a considerable relief." — Malik Sanderson, July 2026
- 4/5 — "Data integrity is solid. In two years I've never seen a record corrupt, a save fail silently, or a sync produce a duplicate. That's a low bar in principle and a surprisingly high one in practice, and it's the main reason we're still here." — Beatrice Nwankwo, July 2026