Salesforce integration

Prepare better inbound context before the Salesforce handoff

Your CRM remains central; Surface helps improve the information and workflow around each inbound record.
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Surface layer
Surface
Inbound response
Account research
Qualification rules
Ownership logic
Salesforce
Record
Verify
Queue
Verify

Configure around your data model

Object support, custom logic, API limits, and synchronization direction are assessed during implementation rather than assumed.

Field map
A conceptual object and field map pairing Surface fields with Salesforce fields, each row showing the permitted direction and which system owns the value.
Configured per implementation.
Surface valueSalesforce fieldPermissionSystem of record
Work emailEmailWriteSalesforce
CompanyAccount nameReadSalesforce
Qualification rationaleApproved custom fieldWriteSurface

From form response to routed record

Inbound handoff path

  1. Website

    A visitor submits a form response.

  2. Surface

    Preserve configured inbound context, assemble account research from approved sources, and evaluate your ICP and segment criteria.

  3. Validation and conflict check

    Existing assignment rules, territories, queues, and automations should be reviewed for conflicts before activation.

    Stops for human approval

  4. Salesforce

    The result is sent through mapped CRM workflows.

  5. Rep

    The routed record reaches the owner your logic assigned.

Configured per implementation.

Governance before automation

Decide how duplicates, conversion, ownership changes, stale data, and sync failures are handled with the CRM administrator.

  • Access

    Least-privilege permissions.

  • Test

    Staged testing.

  • Monitor

    Ongoing monitoring.

  • Exception & override

    Explicit exception paths and manual overrides.

Set up once

Prepare better inbound context before the Salesforce handoff

Book a Demo