> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Integration — Sync Kiflo with Salesforce

> Connect Salesforce to Kiflo for a bidirectional sync of leads, deals, contacts, and partner data between your PRM and your CRM in real time.

The native Salesforce integration bridges your partnership team and your sales team by keeping records in sync between Kiflo and Salesforce. When a partner submits a lead or registers a deal in Kiflo, the information flows directly into Salesforce — and updates made by your sales team in Salesforce are reflected back in Kiflo.

## What syncs between Kiflo and Salesforce

| Kiflo object | Direction       | Salesforce object |
| ------------ | --------------- | ----------------- |
| Partners     | ↔ Bidirectional | Accounts          |
| Leads        | ↔ Bidirectional | Leads / Contacts  |
| Deals        | ↔ Bidirectional | Opportunities     |
| Contacts     | ↔ Bidirectional | Contacts          |

<Note>
  Custom fields defined in both Kiflo and Salesforce can be mapped to keep your data model consistent across both platforms.
</Note>

## Enable the Salesforce integration

<Steps>
  <Step title="Open Integrations">
    Go to **Manage** in the top navigation, then click **Integrations**.
  </Step>

  <Step title="Select Salesforce">
    Click the **Salesforce** tile.
  </Step>

  <Step title="Add to Kiflo">
    Click **Add to Kiflo** to begin the OAuth authentication flow.
  </Step>

  <Step title="Authenticate with Salesforce">
    You will be redirected to Salesforce. Sign in with your Salesforce credentials and click **Allow** to authorize Kiflo to access your org.
  </Step>

  <Step title="Configure sync settings">
    Once connected, open the **Settings** tab to configure which objects to sync and when (on creation, on acceptance, or bidirectionally).
  </Step>
</Steps>

## Configure sync workflows

After connecting, choose which data flows you want to activate:

* **Partners → Accounts**: Push new Kiflo partners to Salesforce as Accounts. Updates are kept in sync bidirectionally.
* **Leads → Leads / Contacts**: Send partner-sourced leads to Salesforce. Choose whether to sync on creation or only after acceptance.
* **Deals → Opportunities**: Push deal registrations to Salesforce as Opportunities. Map Kiflo deal stages to Salesforce opportunity stages.
* **Contacts → Contacts**: Keep contact details in sync across both platforms.

<Tip>
  If your sales team works primarily in Salesforce and qualifies deals there, enable bidirectional sync so updates they make in Salesforce are immediately visible in Kiflo.
</Tip>

## Deal stage mapping

Because Salesforce Opportunity stages may differ from Kiflo deal stages, you need to map each Kiflo stage to the corresponding Salesforce stage.

<Steps>
  <Step title="Open stage mapping">
    In the Salesforce integration settings, go to the **Deal stages** tab.
  </Step>

  <Step title="Select target pipeline">
    If your Salesforce org uses multiple pipelines or record types, select the one where partner-sourced Opportunities should be created.
  </Step>

  <Step title="Map each stage">
    For every Kiflo deal stage, select the matching Salesforce Opportunity stage. Save your mapping before exiting.
  </Step>
</Steps>

## Field mapping

Map individual fields between Kiflo and Salesforce objects so the right data lands in the right place.

<Steps>
  <Step title="Open field mapping">
    In the Salesforce integration settings, go to the **Field mapping** tab and select the object type you want to configure.
  </Step>

  <Step title="Map fields">
    Pair each Kiflo field with the corresponding Salesforce field. Set the sync direction for each pair: Kiflo → Salesforce, Salesforce → Kiflo, or bidirectional.
  </Step>

  <Step title="Save">
    Click **Save** to apply the mapping.
  </Step>
</Steps>

## Disable the Salesforce integration

To disconnect Salesforce from Kiflo:

1. Go to **Manage > Integrations > Salesforce**.
2. Click **Remove from Kiflo**.

To fully revoke Kiflo's access, remove the connected app from your Salesforce org's **Connected Apps** settings.

<Note>
  Disabling the integration stops bidirectional sync. Existing records and any custom fields created during setup are not deleted.
</Note>