Salesforce

Complete reference for IT administrators and Salesforce admins setting up HockeyStack workflows with Salesforce integration, including field creation, permissions, and troubleshooting.

Sections in this article

• Overview

• When to Use the Salesforce Node

• Before You Begin

• Field Setup & Workflow Configuration

  • Required Fields

  • Built-In Fields

• Syncing Scores and Account Overview

Overview

HockeyStack Workflows let you automatically turn AI insights into action across sales, marketing, and customer success. This guide explains how to set up the Salesforce integration, configure required fields, and begin syncing data from HockeyStack to your Salesforce CRM.

What This Integration Does

• Syncs HockeyStack intent scores to Salesforce Account records

• Provides AI-generated account journey summaries and score reasoning

• Enables automatic contact creation and enrichment

• Tracks account engagement trends (Surging, Heating, Cooling, etc.)

When to Use the Salesforce Node

Use this destination when you want to:

• Push account intelligence to Salesforce from your HockeyStack workflows

• Keep your CRM current with new discoveries from Contact Discovery or AI nodes

• Automate record creation for new companies or contacts based on workflow triggers

• Enrich existing records with custom fields and AI-generated insights

• Sync scoring data to empower your sales team with real-time intelligence

Before You Begin

Prerequisites:

• Salesforce integration is connected to HockeyStack

  • See our Salesforcedocumentation for more details

  • Select which connected Salesforce account this workflow should sync with:

    • Production Account: Syncs to your main Salesforce org

    • Sandbox Account: Syncs to your Salesforce sandbox environment (useful for testing workflows)

• Required fields created on your Salesforce Account Object

  • See Required Fields below

• Proper permissions granted to the HockeyStack integration user

  • See Salesforce Permissions for more information

Field Setup & Workflow Configuration

Required Fields

To sync HockeyStack scores and AI insights, create these fields on your Salesforce Account object:

Field Purpose	API Name	API Name to Paste in Salesforce	Field Type	Required?
Intent Score	HS_Intent_Score__c	HS_Intent_Score	Number	Yes
Score Status	HS_Intent_Score_Status__c	HS_Intent_Score_Status	Picklist	Yes
Score Reasoning	HS_Score_Reasoning__c	HS_Score_Reasoning	Long Text Area	Yes
Company Journey	HS_Company_Journey__c	HS_Company_Journey	Long Text Area	Yes

Note: When creating these fields in Salesforce, enter the API name without the __c suffix. Salesforce adds this automatically.

For example, enter HS_Intent_Score and Salesforce will create HS_Intent_Score__c.

Picklist Values for HS_Intent_Score_Status__c

Enter these values exactly as shown (one per line):

• New

• Surging

• Heating

• Cooling

• Neutral

Objects to Sync

Note: You can enable any combination of these options. For example, you might choose to only create companies but update both create and update contacts.

Configure what types of operations the node should perform:

Operation	Description
Create Accounts	Adds a new account to Salesforce if it doesn't already exist.
Update Accounts	Updates existing account in Salesforce using the matched record.
Assign Account Owner	Select a User to assign as owner to the Account.
Create Contacts	Adds a new contact to Salesforce if it doesn’t already exist.
Update Contacts	Updates existing Salesforce contacts with enriched or discovered data.
Assign Contact Owner	Select a User to assign as owner to the contacts.

Data Requirements

• Companies: Requires a valid company domain to be processed

• Contacts: Requires a valid email address to be processed (contacts without valid emails are automatically filtered out)

Built-In Fields

Important: When creating the fields listed below in Salesforce, do not manually add the “__c” suffix. Salesforce automatically appends this suffix to all custom fields when they are created.

If you are manually creating the HS_Workflows field, enter the API name as HS_Workflows (NOT HS_Workflows__c). Salesforce will automatically make it HS_Workflows__c.

If the HockeyStack integration user was granted permission to create and modify for Account and Contact objects, the following fields are automatically created and managed by HockeyStack for both objects:

Field Label	Field API Name	Description	SFDC Type
HS Workflows	HS_Workflows__c	Comma separated list of names of workflows that have processed this record	Long Text
HS Workflows IDs	HS_Workflows_Ids__c	Comma separated list of IDs of workflows that have processed this record	Long Text
HS Workflows Created Date	HS_Workflows_Created_Date__c	Date when first created by a workflow	DateTime
HS Workflows Last Updated Date	HS_Workflows_Updated_Date__c	Last updated date by any workflow	DateTime
Created by HockeyStack	HS_Created_By_HockeyStack__c	Checkbox indicating if record was created by HockeyStack	Boolean

Syncing Scores and Account Overview

Certain fields must exist in the Account object on Salesforce with the exact names listed below to enable syncing of Score, Score Status, Score Reasoning, and Company Overview. These field names are preconfigured in our system to ensure a seamless and accurate data sync. If the HockeyStack integration user has the permission to create custom fields on the Account object, you can create these fields directly in the Salesforce node. Otherwise, they will need to be manually created in your Salesforce instance before syncing.

Field Label	Field API Name	Description	SFDC Type
HS Intent Score	HS_Intent_Score__c	Intent score calculated by HockeyStack	Number
HS Intent Score Status	HS_Intent_Score_Status__c	The trend of the score. The possible values are: New, Neutral, Heating, Surging, Cooling	Picklist
HS Score Reasoning	HS_Score_Reasoning__c	Explanation of how the intent score was calculated	Long Text
HS Company Journey	HS_Company_Journey__c	Summary of the company's journey and touchpoints	Long Text

Once these fields have been created, follow the steps below to sync scores to Salesforce:

1. Go to Workflows

2. Use Account View in Source Node

3. Add Salesforce Node

4. Select Account as the object to sync

5. Select Update Accounts

6. Select HockeyStack Score in Account Custom Fields

7. Select Dynamic

8. Select HS_Intent_Score__c in Property

9. Save/enable the Workflow

Custom Fields

1. Custom Fields Selection

This is where you select which CRM field you want to write to. You can either create or search to find an existing Salesforce field (e.g., Account Type, Billing Country, or your custom fields like HockeyStack Score).

2. Selected Field Summary

Once you select a field, you’ll see detailed information:

• Field Label: The human-readable name (e.g., HockeyStack Score).

• Field Name: The internal API name used by Salesforce (e.g., HS_hockeystack_score__c).

• Field Type: The data type of the field in Salesforce (e.g., string, boolean, etc).

• Value Type:

  • Static: You define a fixed value that is always sent (e.g., always "Marketing Qualified").

  • Dynamic: The value comes from a property in HockeyStack (e.g., the actual intent score or account stage at the time of sync).

3.1 Value (When Static is Selected)

• When Static is chosen, this input lets you write anything that will be synced into the selected CRM field.

• For example, you might map value true to a property like Is Marketing Qualified.

3.2. Property (When Dynamic is Selected)

• When Dynamic is chosen, this dropdown lets you select a HockeyStack property to sync into the selected CRM field.

• For example, you might map HockeyStack Score to a property like Intent Score.

Field Management

If the HockeyStack integration user has permission to create and modify Account and Contact objects, and to create custom fields, managing fields becomes much easier.

• Automatic Creation: You can define and create Salesforce custom fields through the Salesforce node.

• Permission Management: Field permissions are automatically set for standard profiles (System Administrator, Standard User) and your HockeyStack-connected user profile.

Troubleshooting

Fields Not Appearing: If custom fields don't appear in Salesforce, check that:

• Your user has permission to create custom fields

• You haven't exceeded your org's custom field limits

Permission Errors: Ensure your Salesforce integration user has:

• Create and modify permissions for Account and Contact objects

• Permission to create custom fields

• Permission to read and write the following fields:

  • Contact

    • AccountId

    • FirstName

    • LastName

    • Email

    • OwnerId

  • Account

    • Name

    • Website

    • OwnerId

• Access to the profiles and permission sets being updated