How do I integrate Salesforce with Partner Center?

The Salesforce integration syncs Contacts and Companies both ways between Salesforce, Partner Center, and Business App. You connect it in Partner Center under Administration → Integrations by selecting Salesforce and authorizing with Salesforce OAuth. Once connected, updates made in either system automatically sync to the other.

Why use the Salesforce integration?

Many teams rely on both Salesforce and Business App to manage customer relationships. Without automation, keeping data aligned requires manual work and often leads to errors. This integration:

• Eliminates manual data entry across systems
• Keeps Contact and Company information accurate and up to date
• Reduces duplicate or conflicting records
• Helps sales, marketing, and fulfillment teams work from a consistent source of truth

Who can use the Salesforce integration?

Both you and your SMB clients. You manage the connection in Partner Center, while your clients benefit from synced data inside Business App.

What data syncs between Salesforce and Partner Center?

Object	Direction
Contacts	Two-way (Salesforce ↔ Business App / Partner Center)
Companies	Two-way (Salesforce ↔ Business App / Partner Center)

info

Only Contacts and Companies are included in the sync.

How do AI Employees access Salesforce data?

A Salesforce MCP is also available under AI Capabilities. Add it to any AI Employee to give them direct access to Salesforce CRM data (Contacts, Companies, and Leads), so the AI Employee can look up records during a conversation, reference recent activity, or answer questions grounded in live Salesforce data.

What can the Salesforce MCP do?

The MCP exposes Salesforce search tools that the AI Employee uses on demand. It can:

• Search contacts and return name, email, and phone.
• Search companies and return name, industry, and website.
• Search leads and return name, email, company, and status.
• Apply filters (name, email, industry, etc.) to narrow results when the user provides specific criteria.

How is the MCP different from the two-way sync?

The MCP is independent of the two-way sync described above:

• The two-way sync keeps Contact and Company records aligned across both systems automatically.
• The MCP lets an AI Employee query Salesforce on demand, and also covers Leads, which the sync does not.

You can use either, or both together.

How do I add the Salesforce MCP to an AI Employee?

Open your AI Employee, add a new capability, and choose the Salesforce MCP connection. See Creating custom capabilities for the full setup flow.

How do I connect Salesforce?

1. In Partner Center, navigate to Administration → Integrations → Browse.
2. Select Salesforce, then click Connect Salesforce.
3. In the pre-connect form, choose the sync options you want enabled, then click Continue.
4. Authorize the connection using Salesforce OAuth. Sign in to your Salesforce account and grant the requested permissions.
5. On the Connection Configuration page, confirm that sync is enabled for Contacts and Companies.

After the connection is established, records begin syncing automatically.

How do I verify the sync?

Test the connection in both directions:

• Create or update a Contact or Company in Salesforce, then confirm the record appears in Business App / Partner Center.
• Create or update a Contact or Company in Business App / Partner Center, then confirm the record appears in Salesforce.

Changes typically sync within a few minutes.

Important notes

Deletions do not sync

Deleting a record in one system does not automatically delete the matching record in the other. Remove records manually in each platform if you want them removed from both.

Frequently asked questions

What does the Salesforce integration do?

It enables a two-way sync of Contact and Company information between Salesforce, Partner Center, and Business App, keeping data consistent across platforms.

Who can use this integration?

Both you and your SMB clients. You manage it in Partner Center, while your clients benefit from synced data inside Business App.

What data is included in the sync?

Contacts and Companies.

How do I disconnect Salesforce?

Go to Administration → Integrations, open the Salesforce connection, and choose to disconnect. After disconnecting, no further changes will sync between the two systems.

Does the Salesforce integration sync Leads?

No. The two-way sync covers only Contacts and Companies. The Salesforce MCP, which you add to an AI Employee, can search Leads on demand.

If I delete a record in Salesforce, is it deleted in Partner Center too?

No. Deletions don't sync in either direction. Remove the record manually in each platform if you want it removed from both.

How long does it take for changes to sync?

Changes typically sync within a few minutes. To test the connection, create or update a Contact or Company in one system and confirm it appears in the other.