Account & contact sync
Salesforce Accounts and Contacts sync bidirectionally with Wendesk.
Planned
Salesforce
Bidirectional Salesforce sync for enterprise teams using Wendesk. Salesforce is the world's leading enterprise CRM. Integrate with Wendesk to sync Salesforce Accounts, Contacts, Leads and Opportunities with the Wendesk CRM — perfect for teams using Salesforce for enterprise and Wendesk for WhatsApp-first engagement.
Free to use1.0K installsReleased 6 Jul 2026Updated 17 Jul 2026v1.0
Capabilities
What you can do with Salesforce
Capabilities your team gets when Salesforce is wired into Wendesk.
Opportunity pipeline
Salesforce Opportunities mirror to Wendesk deals for WhatsApp follow-up.
Activity logging
WhatsApp conversations in Wendesk log as Salesforce activities automatically.
Setup
How to connect Salesforce
Typically completes in under 5 minutes. No engineering required.
- 1
Create Salesforce Connected App
In Salesforce Setup → App Manager → New Connected App. Enable OAuth with full and api scopes.
- 2
Get Consumer Key & Secret
Copy Consumer Key and Consumer Secret from the Connected App settings.
- 3
Connect in Wendesk
App Store → Salesforce → complete OAuth flow with your Salesforce credentials.
- 4
Map objects
Configure field mappings between Salesforce Contacts/Opportunities and Wendesk Contacts/Deals.
Plans
Available on these plans
Activate Salesforce on any of the plans below.
ProEnterprise
FAQ
Frequently asked questions
Answers to the most common questions about Salesforce on Wendesk.
What objects sync between Salesforce and Wendesk?
Leads, Contacts, Accounts, and Opportunities (mapped to Deals) sync bidirectionally. Changes in either system are reflected in the other within the configured sync interval.
Can Wendesk send WhatsApp messages to Salesforce leads?
Yes. WhatsApp conversations in Wendesk can be triggered for Salesforce leads and the conversation outcome synced back as a CRM activity in Salesforce.
Does the integration support Salesforce sandbox environments?
Yes. A per-tenant flag distinguishes sandbox from production endpoints. You can test the sync in Salesforce sandbox before enabling it for production.
How does Wendesk handle Salesforce custom objects?
The integration supports dynamic schema mapping for Salesforce custom objects. You can map custom object fields to Wendesk CRM fields in the integration settings.
What are the API rate limits for Salesforce sync?
Salesforce Enterprise allows 100,000 API calls per 24 hours per org. Wendesk enforces a 50 requests/second per-tenant cap to stay within limits.
What permissions are required to install the Salesforce integration?
You need an L4 Business Owner role in Wendesk and a Salesforce account with Connected App setup. The integration unlocks business:integrations:salesforce:read/sync/disconnect permissions.
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