---
title: "Send people to Salesforce"
description: "Connect Salesforce with a sign-in. We update matching Contacts or create and update Leads by email."
url: https://wholayer.com/help/destination-salesforce
---

# Send people to Salesforce

> Connect Salesforce with a sign-in. We update matching Contacts or create and update Leads by email.

Category: Destinations

Salesforce sync is included on the **Scale** plan and above. If the option says **coming soon, needs setup**, our Salesforce app isn't switched on yet. Until it is, use a [webhook](https://wholayer.com/help/destination-webhook) with Zapier, Make, or n8n.

## Set it up
1. In WhoLayer, open **Destinations**, choose **Salesforce**, and pick your org type: **Production or Developer Edition**, or **Sandbox**.
2. Click **Connect Salesforce**, sign in with a Salesforce user that can create Leads and edit Contacts, and approve access.
3. You're sent back to Destinations. Click **Send test**, then look for Avery Sample under Leads and delete it.

## What we write
- If a **Contact** already has the email: we update its title and log a completed activity with the pages viewed. We never create duplicate leads for your existing contacts.
- Otherwise, a **Lead** is found by email (unconverted) or created, with first and last name, title, company, website, **Lead Source "WhoLayer"** (new leads only), and a description listing the pages viewed.

## Good to know
- We store only an encrypted refresh token, and get short-lived access from it when we send. To disconnect, delete the destination here, and revoke WhoLayer under **Connected Apps OAuth Usage** in Salesforce.
- If your Lead Source picklist is restricted, add a "WhoLayer" value, or we create leads without a source and say so in the delivery log.
- If access is revoked, deliveries fail with a reconnect message. Edit the destination, tick **Reconnect**, and save.

## Related

- [Send only your best visitors (filters)](https://wholayer.com/help/filters-and-hot-leads.md)
- [My destination isn't receiving anything](https://wholayer.com/help/webhook-not-firing.md)
- [Send people to HubSpot](https://wholayer.com/help/destination-hubspot.md)