Salesforce

Use this node to automatically sync accounts and contacts from your workflow to Salesforce. It creates or updates Companies (Accounts) and Contacts based on the processed records from previous workflow nodes.

Use the Salesforce node when you want to:

• Push account or contact data to Salesforce from Account Intelligence workflows

• Keep your CRM up-to-date with new discoveries from Contact Discovery or AI nodes

• Automate the creation of new companies or contacts based on workflow triggers

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

• Sync HockeyStack scoring and journey data to your sales team

Action Event

Choose what kind of Salesforce operation you want to perform. Currently, the supported action is:

• Sync Records: the node will create/update Salesforce records based on your sync settings.

Salesforce Account

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)

You need to have the appropriate Salesforce integration already set up in your HockeyStack account settings (Settings > API & Integrations).

Sync Options

Configure what types of operations the node should perform:

• Create Companies Adds a new company to Salesforce if it doesn't already exist.

• Update Companies Updates existing companies in Salesforce using the matched record.

• Create Contacts Adds a new contact to Salesforce if it doesn’t already exist.

• Update Contacts Updates existing contacts in Salesforce with enriched or discovered data.

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

Data Requirements

• Companies: Require a valid company domain to be processed

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

Built-In Fields

The following fields are automatically created and managed by HockeyStack:

For Companies (Accounts):

Field	Description	Type
HS_Intent_Score__c	Intent score calculated by HockeyStack AI	Number
HS_Next_Steps__c	AI-generated next steps recommendations	Long Text
HS_Company_Journey__c	Summary of the company's journey and touchpoints	Long Text
HS_Score_Reasoning__c	Explanation of how the intent score was calculated	Long Text
HS_Workflows__c	Comma separated list of names of workflows that have processed this account	Long Text
HS_Workflows_Ids__c	Comma separated list of IDs of workflows that have processed this account	Long Text
HS_Workflows_Created_Date__c	Date when first created by a workflow	DateTime
HS_Workflows_Updated_Date__c	Last updated date by any workflow	DateTime
HS_Created_By_HockeyStack__c	Checkbox indicating if record was created by HockeyStack	Boolean

For Contacts:

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

Company Custom Fields

You can sync additional company properties to Salesforce Account records:

1. HockeyStack Properties: Choose from your existing company properties (e.g., industry, employee count, revenue)

2. AI Properties: Select from AI-generated properties created by AI nodes in your workflow

3. Custom Field Names: Optionally specify custom Salesforce field names, otherwise HockeyStack will auto-generate them with the format HS_Property_Name__c

Contact Custom Fields

You can sync additional contact properties to Salesforce Contact records:

1. Contact Properties: Choose from contact data discovered by Contact Discovery nodes

2. AI Properties: Select from AI-generated contact insights

3. Custom Field Names: Optionally specify custom Salesforce field names, otherwise HockeyStack will auto-generate them with the format HS_Property_Name__c

Field Management

• Automatic Creation: HockeyStack automatically creates custom fields in Salesforce if they don't exist

• 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