☁️ Salesforce CRM Sync
Bi-directional sync between Meza AI and Salesforce.
Overview
The Salesforce CRM Sync enables bi-directional data flow between Meza AI and Salesforce. Sync health scores, journey stages, and signals to Account records, and pull Account and Contact data into Meza AI.
What Gets Synced
Meza AI → Salesforce
- • Health Score
- • Journey Funnel Stage
- • Active Signals
- • Usage Metrics
- • Engagement Score
Salesforce → Meza AI
- • Account Fields
- • Contact Information
- • Opportunity Data
- • Account Owner
- • Custom Fields
Prerequisites
- Salesforce integration connected
- Salesforce System Administrator permissions
- Ability to create custom fields on Account object
Setting Up Sync
1
Navigate to CRM Sync
Go to Configuration → CRM Sync → Salesforce.
2
Create Custom Fields
Click Create Fields in Salesforce to automatically create custom fields on the Account object:
- Meza_Health_Score__c (Number)
- Meza_Journey_Stage__c (Picklist)
- Meza_Active_Signals__c (Long Text)
3
Configure Account Matching
Match accounts by Salesforce Account ID, domain, or a custom external ID field.
4
Map Additional Fields
Optionally map additional Meza AI metrics to Salesforce fields.
5
Set Sync Direction
Choose bi-directional sync or Meza AI → Salesforce only.
6
Enable & Save
Toggle sync to Enabled and save your configuration.
Field Mapping
| Meza AI Field | Salesforce Field | API Name |
|---|---|---|
| Health Score | Meza Health Score | Meza_Health_Score__c |
| Journey Stage | Meza Journey Stage | Meza_Journey_Stage__c |
| Active Signals | Meza Active Signals | Meza_Active_Signals__c |
| Last Activity | Meza Last Activity | Meza_Last_Activity__c |
| Feature Adoption | Meza Feature Adoption | Meza_Feature_Adoption__c |
Using in Salesforce
Once synced, leverage Meza AI data in Salesforce:
- Reports & Dashboards — Create reports filtering by health score
- List Views — Add health score column to Account views
- Process Builder/Flow — Trigger automation based on health changes
- Page Layouts — Add Meza fields to Account page layouts
⚠️ Warning
Ensure your Salesforce edition supports custom fields on the Account object. Some Salesforce Essentials limitations may apply.