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
Prerequisites
A Salesforce account must be connected to Sona
Access to Sona Audiences data
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Connect Salesforce to Sona
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
Step 2: Create a New Destination
Navigate to the Destinations section
Click + Add Destination
Select Salesforce from the list
Step 3: Salesforce-Specific Configuration
Step 3: Salesforce-Specific Configuration
Salesforce Entity: Choose the target entity you want to sync data to—e.g., Contacts, Leads, or Accounts
Sync Method:
Use Add/Update to create new Salesforce records and update existing ones
Use Update Only to modify only existing records
Use 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 for this destination (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 Destination Setup guide.
Best Practices (optional)
Best Practices (optional)
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 (e.g., 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