To connect your Salesforce account, head to Settings → Salesforce importer and follow the instructions. It will take a couple of clicks. When you connect your Salesforce account with Plain, we will import:
  • all your contacts as Plain customers
  • the accounts linked to those contacts as Plain tenants
After you connect for the first time, we will import all your existing data. From that point, any new connection or account that you create in your Salesforce account, will be automatically synced into Plain.
The data created through the Salesforce importer will not trigger any webhooks or auto-responders.
To stop syncing data from Salesforce, click on Disconnect in Settings → Salesforce importer.
We will only create new records in Plain, we will never update existing ones:
  • once a contact or account is synced into Plain, further changes to that contact in Salesforce (e.g. changing their name) will not be synced into Plain
  • if a customer or tenant is modified on Plain after syncing them from Salesforce, further syncs from Salesforce will not override your changes on Plain