Knowledge Base
Salesforce CRM Sync Configuration Guide
Hi, Welcome back! Let's get your Salesforce CRM sync configured properly. Setting up the integration requires specific permissions and configuration steps to ensure seamless bidirectional data flow between GPTWeb and Salesforce.
Integration User Requirements
Your Salesforce integration user needs a specific profile with comprehensive permissions. Here's what you'll need:
Required Salesforce Permissions
| Permission Category | Required Access | Purpose |
|---|---|---|
| API Access | API Enabled | Core requirement for external integrations |
| Standard Objects | Read/Write/Create | Contact, Lead, Account objects |
| Custom Fields | Read/Write | GPTWeb custom fields (GPTWeb_*) |
| Permission Sets | Assign | Auto-assign field permissions |
| Field-Level Security | Modify All Data | Create and manage custom fields |
| OAuth | Connected App Access | Secure authentication flow |
Recommended Profile Setup
Create a dedicated integration user profile rather than using a standard user profile. This gives you granular control and makes auditing easier.
Profile Configuration Steps
- Create new profile: Clone 'System Administrator' profile
- Name it 'GPTWeb Integration User'
- Enable 'API Enabled' permission
- Enable 'Modify All Data' (for custom field creation)
- Enable 'View All Data' (for sync operations)
- Assign profile to dedicated integration user account
Custom Field Permissions (Automatic)
Good news, - GPTWeb automatically handles custom field creation and permission assignment! When you connect Salesforce, the platform creates all necessary GPTWeb_* custom fields and automatically generates and assigns permission sets to grant field access. You don't need to manually configure field-level security.
Auto-Created Custom Fields
| Field Name | Type | Synced From GPTWeb |
|---|---|---|
| GPTWeb_AI_Score__c | Number | total_score |
| GPTWeb_Is_DQL__c | Checkbox | is_dql |
| GPTWeb_Last_Visit__c | DateTime | last_visit_at |
| GPTWeb_Visit_Count__c | Number | visit_count |
| GPTWeb_Engagement_Level__c | Text | engagement_level |
| GPTWeb_Lead_Source__c | Text | lead_source |
OAuth Configuration
GPTWeb uses OAuth 2.0 for secure authentication. You'll need to ensure your Salesforce org allows Connected Apps:
OAuth Requirements
- Connected Apps enabled in your Salesforce org
- OAuth policies allow external integrations
- IP restrictions (if any) include GPTWeb's IPs
- Session timeout settings appropriate for sync frequency
Security & Compliance
GPTWeb follows enterprise security best practices for your Salesforce integration:
Security Features
| Feature | Implementation | Benefit |
|---|---|---|
| Token Storage | AES-256-CBC encryption at rest | OAuth tokens never stored in plaintext |
| Token Refresh | Automatic before expiry | No manual intervention needed |
| Audit Trail | All sync operations logged | Full visibility into data changes |
| Rate Limiting | 15,000 calls/day max | Respects Salesforce API limits |
| Batch Processing | 500 records per batch | Optimized for performance |
Page Layout Configuration
After connecting Salesforce, you'll want to add the GPTWeb fields to your page layouts so your sales team can see the AI scoring and engagement data:
Layout Setup Steps
- Navigate to Setup → Object Manager → Contact
- Select Page Layouts → Contact Layout
- Click Edit on the layout
- Add new section: 'GPTWeb Insights'
- Drag all GPTWeb_* fields into the section
- Click Save
- Repeat for Lead and Account layouts
Connection Process
Once permissions are configured, connecting is straightforward:
Connect Salesforce
- In GPTWeb Admin, go to CRM Sync tab
- Click 'Add Connection' and select Salesforce
- OAuth popup opens - log in with integration user credentials
- Review and approve requested permissions
- Click 'Allow' to grant access
- Connection established - sync begins immediately
Sync Configuration Options
After connection, you can customize sync behavior in the CRM Sync panel:
Sync Settings
| Setting | Options | Recommended |
|---|---|---|
| Sync Frequency | Real-time, 5min, 15min, Hourly | Every 5 minutes (default) |
| Sync Direction | Push to CRM, Pull from CRM, Bidirectional | Bidirectional |
| Conflict Resolution | CRM wins, GPTWeb wins, Most recent | Most recent wins |
| Create New Records | Yes/No for Contacts and Accounts | Yes (both) |
Multi-CRM Support
if you're also using HubSpot or plan to in the future, GPTWeb supports simultaneous connections to both Salesforce AND HubSpot. Each CRM syncs independently with its own schedule and field mappings. You can even set a default CRM for agent workflows and specify different CRMs for different actions.
Troubleshooting Tips
If you encounter issues during setup, check these common areas:
Common Issues
- Verify integration user has 'API Enabled' permission
- Check Connected Apps are allowed in Salesforce settings
- Confirm custom field creation permissions are granted
- Ensure no IP restrictions blocking GPTWeb
- Review audit logs for specific error messages
Need more detailed guidance on field mapping, agent workflows, or multi-CRM configuration? I'm here to help walk you through any specific scenarios at your organization. GPTWeb is the future of engagement, websites and marketing automation combined - built for the AI era, built for now.