Learn how to set up an integration with Salesforce to sync your supporter and campaign data to your main instance or a sandbox.
Connecting to Salesforce
1. Open the Integrations page on the sidemenu.
2. Click on the "+ Connect" button for Salesforce or Salesforce Sandbox.
3. Log into your Salesforce account in the window that comes up and authorize the connection to New/Mode.
Now that the integration is in place, it will be automatically connected to any new campaigns that you create.
Customizing your Salesforce integration
Global settings
On the Integrations page you have a few global options for the integration:
- Pause or resume syncing: pausing syncing is useful when making changes, just remember to resume syncing once you're done!
- Update Properties to pull in any new fields you may have created on the Salesforce side so that they're available to map to.
- Disconnect your integration to fully remove it and allow you to set up a new one.
- View the Sync Status to understand how it's been working as well as any sync errors that may have come up. (You can find a glossary of common Salesforce errors here).
- Customize the Data Mapping table to reflect your integration's properties/naming conventions, define the upsert value (used for matching new data to existing data), and whether or not you would like existing values to be overwritten.
Note that while most data will be mapped automatically, you'll need to manually map any custom fields that you create (like Key Value Pairings).
Campaign settings: tags and campaign name/ID
There are two places where you can define campaign-specific data that you'd like to be synced along with supporter data.
- You can add Tags on your campaign's Edit page. (This is the page that you see when you first create your campaign, and you can also return there from your campaign Overview page by clicking on the pencil that appears beside your campaign's title.
Note that 'topics' need to be configured on SF and campaign tags can be associated with the contact synced to SF - To add a contact to a Salesforce campaign, open your campaign's Review page and click on 'Manage settings' on the Integrations block to create a Key Value Pairing:
- the Key is the Salesforce field you want to use
- the Value can be the numerical Salesforce Campaign ID or the alphanumerical Salesforce Campaign Name. We recommend using Campaign ID as the values are unique.
If you set up Key Value Pairings, go back to the Data Mapping table on the Integrations page and map those pairing fields to the Salesforce fields that you want to use for that data.
For Campaign ID or Campaign Name data, map it to the 'lists (Standard)' field in Salesforce.
Last updated: June 25, 2025