Initial Salesforce Sync
Hover over Admin (bottom left) and click Integrations
Next to Salesforce, click Connect
Grant Permissions
You’ll be redirected to Salesforce.
Approve all requested permissions.
The initial sync from Salesforce to Coffee will sync all the standard contact, company and deal fields.
The initial sync may take a few hours to complete. You will receive an email when the sync is complete.
✨ That's it! Salesforce is now connected to Coffee.
The sync will import all your contacts, companies and deals into Coffee, including pipeline stage names.
Once connected, Coffee will pull information from Salesforce daily.
To check sync status, click View sync log at the top right of this page.
Adjust Sync Options
Click the three dots to the right of Salesforce to see more options:
Sync: Select Sync to update Coffee with the latest information. Coffee automatically syncs the previous day’s data, but you can use this option to get current data instantly.
Settings: Under Settings, choose your sync direction:
Salesforce → Coffee
Coffee → Salesforce
Map the fields you want to sync in each direction.
Disconnect: Disconnect your Salesforce account at any time.
Field Mapping Defaults
By default, Coffee maps all standard Company, Person, and Deal fields from Salesforce to Coffee.
You can adjust these mappings and add custom fields.
By default, no fields will sync from Coffee to Salesforce until you configure them.
