Feature
Salesforce sync templates and Agent field suggestions
Customer.io now offers pre-configured sync templates for Salesforce contacts, leads, and accounts, eliminating manual setup of identifiers, field mappings, filters, and formats. Users can select a template, preview it, customize fields, and enable the sync in fewer steps.
Getting Salesforce data into Customer.io used to mean manually configuring identifiers, picking fields, setting filters, and choosing your Data Pipelines format for every sync. Now, sync templates handle the common cases for you.
When you connect Salesforce, you can choose templates for contacts, leads, and accounts. Each template starts with common identifiers, mappings, filters, and fields. Pick a template, review the preview, add or remove fields, and enable the sync.
salesforceintegrationsdata-syncfeature
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