Sync RocketReach with Salesforce

The RocketReach Salesforce sync allows you to automatically sync your data from RocketReach into Salesforce as new leads, or as new contacts and accounts.

Contents in this article - click to jump to section:

• Supported Plans
• Video Demo
• How to sync your Salesforce account with RocketReach
• Customizing my Salesforce Sync
• How to export contacts from RocketReach to Salesforce
• Frequently Asked Questions
• Salesforce & RocketReach Custom Mapping

Supported Plans

To utilize our Salesforce sync feature you must be on a RocketReach Pro plan or higher AND have one of the editions of Salesforce listed below:

• Enterprise Edition
• Unlimited Edition
• Professional Edition (requires an upgrade to paid Salesforce feature)

☝️ As shown in the screenshot from the Salesforce pricing page above, the Web Services API feature is required to power the integration.

Video Demonstration

⏱️Time: 3:35

How to sync your Salesforce account with RocketReach

1. To setup or manage the Salesforce integration, go to Account Setting > Integrations and select the tile for Salesforce. To enable syncing your RocketReach contact data to Salesforce, select the “Connect to Salesforce” button.

👉 Customers on RocketReach Enterprise plans can optionally connect to a Salesforce sandbox testing environment. Only one Salesforce connection is allowed at a time; once testing is complete, you must disconnect from sandbox in order to connect to the production environment.

2. Sign in to your Salesforce account to allow access. *Confirm that you are using the correct Salesforce subdomain.* After this step, “Salesforce Sync” is now set up for your RocketReach user account.

3. Every RocketReach user who wants to utilize the Salesforce sync tools will need to complete steps 1 and 2 in their own RocketReach user account.

Customizing my Salesforce Sync

Once you have successfully connected your Salesforce and RocketReach accounts, you will be able to see the Salesforce Integration Settings and you can configure the default sync behavior.

1. Salesforce Export Type: You can choose whether synced data will be created in Salesforce as a Lead, or as a Contact and Account.

2. Automatically Export Contacts After Lookups: This is enabled ON by default when you first connect RocketReach and Salesforce. You can change the setting anytime and turn this OFF if you wish to pick and choose which contacts are sent to Salesforce.

Having this feature turned ON will remove the “Export to Salesforce” button and push data automatically every time you lookup a new person profile and receive verified contact data.

3. Mappings: Enterprise customers can customize how the RocketReach data is sent to Salesforce. For full details, please see this article: Can I customize the export fields to Salesforce?

How to export contacts from RocketReach to Salesforce

When you choose to "Get Contact Info" in RocketReach, once the contact information is revealed you will have the option to export it to Salesforce.

The data for this contact is now available in Salesforce. 

The newly created Lead in Salesforce will contain rich data including: 

• Emails
• Phone Numbers
• Title
• Company Information
• Industry Location and much much more. 

Records created by RocketReach will be indicated by Lead Source = RocketReach Sync :

Frequently Asked Questions

❓What data is synced from RocketReach into Salesforce?

• Description (contains emails, links, and phone numbers that don't fit in the existing fields)
• Name
• Photo URL
• Email
• Title
• Company
• Lead source (always RocketReach Sync)
• Status
• Mobile and Other Phone Numbers
• City, State, and Country

• Number of employees
• Website
• Annual revenue
• Phone number
• NAICS code
• SIC
• Ticker symbol
• Year started
• Industry code
• Address, City, State, Country, and Postal code

❓ Can I map custom fields? 

Yes! The Salesforce integration now gives Team Admins control to change what data goes where, set additional default values, or make other custom mapping decisions. This functionality is exclusively available by direct purchase, please contact sales@rocketreach.co for pricing.

Full instructions available here:  Can I customize the export fields to Salesforce?

❓How do I see errors for failed syncs?

You can view the error log in your account once you've set up your Salesforce Sync using the link below. 

https://rocketreach.co/account?section=nav_gen_salesforce

❓Can I export contact information for someone that already exists in my Salesforce account? 

If you have a contact in your Salesforce from a non-RocketReach source that is the same import type (lead, contact + account) as your RocketReach export, RocketReach will try to match that to our data using the fields listed below. We've mapped out the process of matching and updating here: 

You already have the person/company record in Salesforce.

You initiate the export of the same profile/company from RocketReach.

RocketReach identifies that the exported record matches one in Salesforce.

Salesforce updates the existing record with new data from RocketReach (accordingly to the update rules for every mapped field), instead of trying to create a duplicate.

These fields need to be an exact match for the lead or contact to be considered for updating:

• First Name
• Last Name
• Email

These fields need to be similar (not an exact match) for the account to be considered for updating:

• Company Name
• Domain

If RocketReach can’t find a match in Salesforce with this data, one more try is given to check for similar results to the company name and any known aliases.

❓I am receiving an error "duplicateResult" after trying to export to Salesforce.

If you try to export a contact from RocketReach that you already have in Salesforce as a different import type (lead, contact + account) than the export type you've selected in RocketReach, it will fail and log the error as a duplicate result. To circumvent this issue, we recommend converting the lead or contact in Salesforce to the same type you've chosen to export contacts from RocketReach as.

You can view your RocketReach export-type settings here: https://rocketreach.co/account?section=nav_gen_salesforce

To learn how to convert leads to contacts, visit the following Salesforce article: https://help.salesforce.com/s/articleView?id=000358474&type=1

❓When I connect RocketReach and Salesforce, why am I seeing the error "The REST API is not enabled for this Organization."

This error is directly connected to the version of Salesforce that you're using. To integrate with RocketReach, your version of Salesforce must have Web Services API. This feature is included in the Enterprise and Unlimited editions of Salesforce, and is a paid add-on for the Professional Edition. 

You can confirm your Salesforce edition using these instructions: https://help.salesforce.com/s/articleView?id=000386929&type=1