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The installation is done only once. The first steps are identical for both integration types; they only diverge when it’s time to choose the objects.

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Before you start

The integration must be enabled for your account. If you go to Settings → Integrations and don’t see the Salesforce card, or you see it without the “Enable” button, reach out to your Customer Success Manager or your account executive so they can activate it.The multi-object version is only available on premium plans and always requires prior activation.
The Salesforce user you’re going to connect with needs administrator permissions (“System Administrator” profile or equivalent).A user with limited permissions (for example “Standard User”) won’t have access to the necessary APIs and the connection will fail.
We recommend using a service user, not a personal account. Treble connects to Salesforce with the credentials of the user who authorizes the integration. If that person leaves the company, their user is deactivated, or their profile changes, the integration stops working.A dedicated user (for example integrations@yourcompany.com) avoids that risk.

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Checklist

1

The integration is enabled in your Treble account

Confirmed with your Customer Success Manager.
2

You know which integration type you need

Single object or multi-object. It can’t be changed later without uninstalling.

How to choose between the two

3

You have a Salesforce user with administrator permissions

Ideally a service user.
4

You know which objects and fields you're going to use

For multi-object you’ll need to specify, for each object, which is its phone, name and owner field.

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Steps common to both types

1

Open the integrations settings

Log in to

app.treble.ai

, go to Settings → Integrations and click Enable on the Salesforce card.Enable the Salesforce integration from Settings
The card will say Salesforce or Salesforce Multiple Object depending on the type you have enabled. If you don’t see either, go back to the prerequisites section.
2

Choose the Salesforce environment

Treble lets you connect any environment. Choose whether you’re connecting your Production org or a Sandbox (usually used for testing, without affecting real data).Choose Salesforce environment
3

Authenticate with Salesforce

Enter the Salesforce username you’re going to connect the integration with and click “Confirm”.Salesforce authenticationThis will open a Salesforce window where you must log in and authorize Treble’s access to your org.
This is the user the integration depends on from then on. Review the recommendation about service users at the beginning of this page.
Up to this point the process is the same. The next step changes depending on the integration type.

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Configuration by type

Go back to Settings → Integrations → Salesforce and click Settings to choose the parent entity that Treble will use to sync your contacts.Configure Salesforce parent entityThe parent entity is the main object Treble will work on. It’s usually Contact, Lead or Account.
Once the parent entity is configured, you won’t be able to change it on your own. Changing it means support has to redo the integration; see edit or disconnect.
The phone field. Unlike multi-object, here you don’t choose the phone field: Phone is used by default.This matters more than it seems, because it’s the field Treble uses to look up the person and, above all, the one that decides which records are imported into Treble: a record with that field empty never reaches the Sales view.If in your org the numbers live in Mobile Phone or in a custom field, tell your Customer Success Manager before the initial sync.
Click Save configuration to continue.

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Final steps

1

Select agents

Right after saving the configuration, Treble automatically opens a modal so you can choose which Salesforce users you want to turn into Treble agents.Select Salesforce agentsYou can search by name or email, select users one by one, or use “Select all”. The counter at the top (e.g. “1/10 agents used”) reflects your plan’s limit.
If you don’t want to add agents right now, you can click “Don’t import agents for now”. Keep in mind that this modal won’t show up again: if you want to add agents later, you’ll have to do it manually, one by one. See Create a new agent.
If you select the user you authenticated with in Salesforce, that agent will automatically be created with the Admin role. See Agent Roles.
On confirm, Treble creates the selected agents. If any of them couldn’t be created (for example, because the email already exists as an agent), you’ll see a summary showing which ones failed and why.Agent creation result
2

Contact sync

After selecting your agents, Treble starts syncing your Salesforce contacts in the background. This process can take a while depending on the size of your base — in the meantime, you’ll see the integration in “Processing” status.
Done! Once the sync finishes, you’ll see the integration as “Connected”.

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Edit or disconnect the integration

Once connected, the integration can’t be edited or disconnected from the platform. The Salesforce card is marked as “Connected” and offers no edit or disconnect buttons.If you need to change the parent entity, change the multi-object objects, reconnect with another Salesforce user, or remove an integration that was connected by mistake, reach out to your Customer Success Manager or support. It’s a change we make on our side.
This explains a couple of things that are frequently asked:
It doesn’t exist. When the integration is connected, the card only shows the status. Any configuration change goes through support.
Reach out to support so we can disconnect the integration. Don’t try to do it by revoking access only from Salesforce: the integration would be left in an inconsistent state, trying to sync against an org it no longer has access to.
That also goes through support. That’s why it’s worth taking the time to review that decision before saving: redoing it isn’t immediate.

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Next steps

Sync objects

The step you’ll have to repeat every time you change something in Salesforce.

Use Salesforce in a flow

Read and write data from a conversation.

View WhatsApp inside Salesforce

Create a custom tab for your advisors.

Conversation history

How the conversation is saved in the CRM.