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

# Salesforce

> Sync your Salesforce accounts, contacts, and leads into Lane as customers, so feedback and signals are weighted by real business impact.

Lane's Salesforce integration brings your CRM's customer data into Lane, so the product team prioritizes with the same revenue and account context your revenue team works from. It syncs your Salesforce accounts, contacts, and leads into Lane as [Customers](/customers) — the ARR, tier, and status that make a [Signal's](/signals) priority reflect real business impact.

Salesforce is available on the **Pro** plan.

<Note>
  Lane syncs your Salesforce data **once a day**. To sync sooner, click **Sync now** on the Salesforce settings page.
</Note>

## Connect

1. Go to **Settings → Integrations → Salesforce**.
2. Choose **Only sync records updated after**, which sets how far back to pull records from, then authorize access. You can change this date later.

Once connected, the page shows your Salesforce org name and connection date. You can disconnect anytime.

## What syncs

Lane imports your Salesforce **accounts**, **contacts**, and **leads** as customer accounts and their contacts, tagging each with **Salesforce** as its source. Contacts and leads are handled together — leads map through the same contact mapping. Every record updated after your chosen date comes into Lane, and a daily sync picks up changes from then on. Sync is **one-way**, from Salesforce into Lane; because Salesforce is the source of truth, fields mapped from it are locked in Lane (unmapped fields stay editable).

## Field mapping

Mapping lives on its own page, with **Accounts** and **Contacts & Leads** tabs. For each Lane field, pick the Salesforce field that feeds it, then choose **Save & Sync**. **Contacts and Leads share one mapping**, so you configure the person-level fields once.

For **Renewal Date**, pick the date or date/time field on the account that holds it, usually a custom field. Lane reads it from the account record, not from Opportunities or Contracts. Each sync then fills in the customer's [renewal date](/customers#renewal-dates): a date changed in Salesforce updates Lane, and a date cleared in Salesforce leaves Lane's date as it was.

### Value mapping

For **status** and **tier**, Salesforce picklist values are mapped to your Lane status and tier options, so a CRM value lands as the right Lane value rather than raw text. Values you haven't mapped are surfaced (below) so nothing syncs into a blank field silently.

## Sync health

The integration keeps an eye on itself: the settings page surfaces **sync status** and a count of **unmapped values** — Salesforce picklist values that don't yet have a Lane mapping — so you can spot and fix gaps before they skew your data. You can also trigger a re-sync at any time.

## FAQs

**Q: Which plan includes Salesforce?**\
A: Pro. Starter workspaces see an upgrade prompt.

**Q: Does Lane push changes back to Salesforce?**\
A: No — sync is one-way, from Salesforce into Lane.

**Q: How often does Lane sync with Salesforce?**\
A: Once a day, in the background, picking up everything that changed since the last sync. To sync right away, click **Sync now** on the Salesforce settings page or save your field mapping with **Save & Sync**.

**Q: How are contacts and leads handled?**\
A: Together — leads use the same person-level mapping as contacts.

**Q: What are unmapped values?**\
A: Salesforce picklist values (for status or tier) that don't yet map to a Lane value. Lane surfaces the count so you can complete the mapping.

**Q: Can I edit a synced field in Lane?**\
A: Fields mapped from Salesforce are locked to keep the CRM as the source of truth. Unmapped fields stay editable.


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