> For the complete documentation index, see [llms.txt](https://docs.supademo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.supademo.com/workspace-settings/integrations/salesforce.md).

# Salesforce

Connect Supademo to Salesforce to sync demo viewers as leads, log engagement activity on their records, and map form fields to Salesforce properties.

The Supademo Salesforce integration syncs demo viewer and engagement data into your Salesforce CRM automatically: when a viewer identifies themselves in a demo, Supademo creates or updates their Salesforce record and logs their demo activity on it, so your team can identify and act on the most engaged leads without leaving Salesforce. Available on Scale plans and above.

## What syncs from Supademo to Salesforce

* **New leads.** When a viewer submits their email through a [lead capture form](https://docs.supademo.com/customize/chapters/forms-and-lead-capture) or opens a personalized link, Supademo creates a lead in Salesforce if one doesn't already exist.
* **Activity on existing records.** If a lead or account with that email already exists, Supademo logs the demo activity on their existing Salesforce profile instead of creating a duplicate.
* **Engagement details.** Each synced record links to the viewer's full engagement summary in Supademo — which demos they watched, how far they got, and their session history.

## How to connect Salesforce

1. Open the [integrations page](https://app.supademo.com/integrations) in your Supademo dashboard.
2. Select **Salesforce** and authorize the connection with your Salesforce credentials.

Here's the full flow as an interactive walkthrough:

{% @supademo/embed url="<https://app.supademo.com/showcase/clxb4gk5a00s313dz3a3utfsp>" demoId="clxb4gk5a00s313dz3a3utfsp" %}

## How to track who's viewing your demos

Salesforce sync needs the viewer's email. There are two ways to capture it:

1. **Lead capture form** — add a [form chapter](https://docs.supademo.com/customize/chapters/forms-and-lead-capture) to the demo, and viewers identify themselves as they click through.
2. **Personalized links** — append the viewer's email to a [trackable share link](https://docs.supademo.com/share/share-link/trackable-share-links) by adding `?v_email={{email}}` to the share URL (replacing the variable with your recipient's address). Their viewing session is then tracked without a form.

## Show Supademo data on Salesforce records

To see demo activity directly on Contact records, add the Supademo custom object to the Contact object's page layout in Salesforce:

{% @supademo/embed url="<https://app.supademo.com/demo/clxav98w90msgt2oe3r1q6bc7>" demoId="clxav98w90msgt2oe3r1q6bc7" %}

## Field mapping

By default, Supademo maps your form fields to Salesforce properties automatically using AI — a field named "Company", "Corporation", or "Business Name" all sync to the right Salesforce field without manual setup. To take control, click the **Field Mapping** icon next to the Salesforce integration and define your own mappings, down to the specific Salesforce field API name:

{% @supademo/embed url="<https://app.supademo.com/demo/cmr9pdi6u2xmhqm3a153l3wyd>" demoId="cmr9pdi6u2xmhqm3a153l3wyd" %}

## Notes and limitations

* Syncing is triggered by an identified viewer (form submission or personalized link) — anonymous views are tracked in [Supademo analytics](https://docs.supademo.com/analyze/session-metrics) but are not pushed to Salesforce.

## FAQ

### Does Supademo integrate with Salesforce?

Yes. Supademo's native Salesforce integration syncs demo viewers into Salesforce as leads, logs demo engagement on existing records, and supports field-level mapping of form responses to Salesforce properties. It's available on Scale plans and above.

### How do demo viewers end up in Salesforce?

When a viewer identifies themselves — through a lead capture form in the demo or a personalized share link — Supademo creates a Salesforce lead (or updates the existing record) and logs their demo activity on it automatically.

### Can I control which form fields map to which Salesforce fields?

Yes. AI mapping handles it automatically by default, and the Field Mapping settings let you define exact mappings down to the Salesforce field API name.