Overview
This guide walks you through connecting your Sona Audiences to Salesforce for automated syncs. By completing this setup, your Salesforce records will stay updated in real time with Sona segmentation, helping your sales team prioritize high-fit, high-intent contacts and accounts.
Prerequisites
A Salesforce account must be connected to Sona.
Access to Sona Audiences data.
Step 1: connect Salesforce to Sona
Go to Connectors in the Sona sidebar.
Locate or add the Salesforce Connector.
Authenticate and ensure the status reads Active.
Step 2: create a new destination
Navigate to the Destinations section.
Click + Add Destination.
Select Salesforce from the list.
Step 3: Salesforce-specific configuration
Salesforce Entity: choose the target entity you want to sync data to, such as Contacts, Leads, or Accounts.
Sync Method: use Add/Update to create new Salesforce records and update existing ones, Update Only to modify only existing records, or One-Time Sync for a single export of data.
Field Mapping: map your Sona fields to the appropriate Salesforce fields. Use the + Add button to map additional fields.
Enable Real-Time Processing: located under Field Mapping, check this box if you want immediate data updates. When enabled, real-time processing will override the scheduled sync frequency, ideal for time-sensitive workflows and immediate lead follow-up.
For general destination configuration steps, such as selecting a Sona audience, setting sync frequency, record matching, field mapping, sync settings, and saving, follow the instructions in the Data: Destination Setup guide.
Best practices
Use email, phone number, or customer ID as your matching key for best results.
Create distinct destinations for different data types or business units.
Use descriptive names like "Enterprise Leads: Salesforce".
Schedule syncs more frequently for real-time sales enablement, such as hourly.
Start with minimal field mapping and expand as needed to avoid sync errors.
Regularly review sync logs to ensure healthy, up-to-date data flows.
FAQs
What does this destination do?
What does this destination do?
This destination syncs a Sona Audience to Salesforce Contacts, Leads, or Accounts so your Salesforce records stay updated in real time with Sona segmentation, helping your sales team prioritize high-fit, high-intent contacts and accounts.
What is the difference between Add/Update, Update Only, and One-Time Sync?
What is the difference between Add/Update, Update Only, and One-Time Sync?
Add/Update creates new Salesforce records and updates existing ones. Update Only modifies only records that already exist in Salesforce. One-Time Sync runs a single export without ongoing updates. Choose based on whether you want Salesforce to stay continuously in sync or just receive a one-off data push.
When should I enable real-time processing?
When should I enable real-time processing?
Enable real-time processing, found under Field Mapping, when you need immediate data updates rather than waiting for the scheduled sync frequency. It is ideal for time-sensitive workflows and immediate lead follow-up, since it overrides the regular sync schedule.