Sync your Salesforce Accounts, Contacts, and Leads into Harvestr so you can measure the business impact of every discovery: ARR, churn risk, plan tier, whatever your CRM tracks. When Sales, CS, or Support submit feedback for a customer, Harvestr already knows who they are and how much they matter.

The Salesforce attribute sync is a one-way, scheduled connection from Salesforce to Harvestr. Two things worth understanding before you set it up.

Harvestr does not import your entire Salesforce Accounts and Contacts database. Instead, for each customer or company that already exists in Harvestr (created manually, imported from another source, or sent alongside feedback from Salesforce, Zendesk, Slack, or any other integration), Harvestr looks for a match in Salesforce and syncs the attributes you selected.

If a Harvestr customer has no match in Salesforce, nothing is imported for them. And Salesforce records that don't match any Harvestr customer are ignored.

The Elite plan includes 5,000 synced customers (users and companies combined) by default.

Need more? You can add capacity when you subscribe, or at any point afterwards. Talk to your account manager and they'll set it up.

That's it for Salesforce. The rest of the setup happens in Harvestr.

If you connected several Salesforce organizations, only one can sync attributes at a time. The others show which organization attribute sync is set up on.

Once set up, the status box shows Not synced yet. Click Sync now to run the first sync. It can take up to a day, and it keeps running if you leave the page.

Turn on Sync automatically to sync every 48 hours. The status box then shows when the last sync ran, for example Synced 3 hours ago, and how many users and companies it covered.

Each Salesforce object has its own card: Account → Companies, Contact → Users and Lead → Users. The card shows how records are matched, for example Matched by Name. To change it, click Edit on the card and pick an option under Matching rule:

Name matching compares the exact name stored in Harvestr with five versions of the Salesforce value: as typed, first word capitalized, every word capitalized, upper case and lower case.

Use a custom unique ID when your Salesforce data contains multiple records with the same name (for Accounts) or the same email (for Contacts and Leads). That prevents Harvestr from picking the wrong match.

On each object's card, click Edit. In Select fields to map as custom attributes, pick the fields to bring into Harvestr, then click Save changes. The card then shows the first attributes it syncs.

Under Fields mapping, you can also choose how native fields such as the email or the name are updated: Never synchronize, Synchronize if Harvestr field is empty, or Sync and overwrite Harvestr field if value different from source.

Each object card has a Searchable when assigning feedback switch. Turn it on to search those Salesforce records when you assign feedback to customers in the Harvestr inbox, the Chrome extension or the Slack feedback form. Salesforce-only results appear with the Salesforce logo next to their names. The change saves right away.

At the top of the Users and companies card, turn on Associate users with their companies, then click Save at the bottom of the page. Harvestr then uses Salesforce as a source of truth to associate users with companies automatically. This setting works even without attribute sync. Only users who don't already have a company in Harvestr are associated this way: existing associations are never overwritten.

Example flow:

In the Users and companies card of Settings > Integrations > Salesforce, the ⋯ menu next to the sync status offers:

To change the Consumer Key, the Consumer Secret or the sandbox setting, delete attribute sync and set it up again.

To sync right away without waiting for the next scheduled run, click Sync now in the status box. If a sync fails, the box shows Last sync failed with a Retry sync button.

To add or remove synced attributes, click Edit on the object's card. If a field you created in Salesforce after setup is missing, contact support and we'll refresh the list.

To stop the sync entirely:

Attributes that were already synced remain on your customer records but stop updating. Associate users with their companies is not affected. To re-enable the sync later, follow the "Set up attribute sync in Harvestr" steps above: your existing Connected App in Salesforce can be reused.

After the first sync completes, the attributes you chose appear on the corresponding customer profiles in Harvestr.

These attributes power Rollup fields, which let you measure the business impact of your discoveries and prioritize them accordingly.

You'll be able to answer questions like:

If you added or renamed an attribute in Salesforce after setting up the sync, Harvestr's attribute list doesn't refresh automatically. Contact our support team and we'll refresh it for you.

Three common reasons:

Yes. Additional capacity can be added at any time, when you subscribe or later on. Talk to your account manager.