Salesforce

When connecting Default with Salesforce as an admin, you will be listed as the user creating all records. To avoid confusion with the Created By field displaying the Default admin’s name, it’s recommended to use a dedicated Integration User with admin permissions to authenticate Salesforce. This approach offers two key benefits:

• Ensures that all records created via Default are consistently attributed to the Integration User and not a human admin.

• Reduces the risk of integration breakage if the designated user leaves the company or has their account permissions altered in Salesforce.

​Supported Records

The following is a list of objects that can be referenced in Default:

Object Type

• Account

• Contact

• Lead

• Opportunity

• User

• OpportunityContactRole

• Event

• Task

• CampaignMember

• Case

• ActivityHistory

• Campaign

• Custom objects

Connect your Salesforce org

Permissions

Your Salesforce integration user requires the following permissions to be able to publish a workflow in Default:

• Send Outbound Messages

• Customize Application

• Manage Flows

• View all Data

To connect your Salesforce account (or Salesforce integration user) from Default:

• Go to Settings > Integrations > Salesforce in Default.

• Click Connect Salesforce.

• Authenticate with Salesforce.

Salesforce Objects​

Create a Salesforce record​

The Salesforce Create object enables you to create any Salesforce record type while passing form submissions, enrichment data, or custom values to any field, including custom Salesforce fields.

Match to an existing Salesforce record

The Salesforce Match object allows you to search for any Salesforce record type and create two distinct paths based on whether the objects meet your specified criteria. You can define as much or as little criteria as needed.If duplicate records exist, you can prioritize which record to select:

• Choose the record with the most recent activity (e.g., Last Modified Date = Max).

• Apply additional logic to identify the best match based on your requirements.

Refer to the de-duplication section of this guide for more information on record duplication and how to override Salesforce default settings!​

Update a matched Salesforce record

The Salesforce Update object allows you to update any Salesforce record type with new data such as form submission answers, enrichment data, or custom values for any field (including custom fields).

Common Use-Cases

Managing Leads, Contacts, and Accounts in Salesforce

Default simplifies lead management by handling the entire process—from form submission to Salesforce updates—without needing additional tools.

Use Default to create, match, and update your Salesforce Leads, Contacts, and Accounts with easy-to-set parameters via workflows.

Ex. Form Submission --> Lead Match --> Update/Create​

Create or match an Opportunity

Default can also take ownership of your Opportunity management in Salesforce.

Here’s how it works:

• A Lead submits a form on your book a demo page.

• Default workflow is used to Create/Match to Lead/Contact/Account.

• Look for an existing Opportunity, if none found then create a new one.

• (Optional) Create an OpportunityContactRole on the Opportunity.

Lead Conversion in Default

Default provides flexibility to convert leads into contacts, create new accounts, or connect them to existing accounts. You can also convert leads into existing contacts and link them to existing opportunities.

Convert Salesforce Lead

Here’s how it works:

1. Lead Submission Leads are submitted via your website’s imported forms into Default.

2. Matching Criteria Default uses multiple criteria, including form responses and enrichment data, to match leads with existing Leads, Contacts, or Accounts. Fuzzy matching is also supported for partial matches.

3. Field Updates in Salesforce If a match is found, Default can update specified fields in Salesforce automatically.

4. Converting Leads Add the Convert Salesforce Lead Node to your workflow to process the lead conversion:

   • Specify whether to create a new account or merge with an existing account.

   • Optionally, create an opportunity linked to an existing contact during lead conversion.

5. Customizing Opportunities If creating opportunities isn’t part of your workflow, simply toggle off the opportunity creation option within the node settings.

Learn more about workflow configuration here.