Integrate Salesforce with Partner Center
The Salesforce integration enables two-way data sync for Contacts and Companies between Business App / Partner Center and Salesforce. Once connected, updates made in either system automatically sync to the other, keeping records aligned across platforms.
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 it
Both Partners and their SMB clients. Partners manage the connection in Partner Center, while SMBs benefit from synced data inside Business App.
What syncs
| Object | Direction |
|---|---|
| Contacts | Two-way (Salesforce ↔ Business App / Partner Center) |
| Companies | Two-way (Salesforce ↔ Business App / Partner Center) |
Currently, only Contacts and Companies are included. Future updates may expand sync to additional data types.
Salesforce access for AI Employees
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 the MCP can 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.
MCP vs. 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.
Add the 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.
Connect Salesforce
- In Partner Center, navigate to Administration → Connections → Browse.
- Select Salesforce, then click Connect Salesforce.
- In the pre-connect form, choose the sync options you want enabled, then click Continue.
- Authorize the connection using Salesforce OAuth. Sign in to your Salesforce account and grant the requested permissions.
- On the Connection Configuration page, confirm that sync is enabled for Customers and Companies.
After the connection is established, records begin syncing automatically.
Verify the sync
Test the connection in both directions:
- Create or update a Customer 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
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 Partners and their SMB clients. Partners manage it in Partner Center, while SMBs benefit from synced data inside Business App.
What data is included in the sync?
Currently, Contacts and Companies. Future updates may expand to additional data types.
How do I disconnect Salesforce?
Go to Administration → Connections, open the Salesforce connection, and choose to disconnect. After disconnecting, no further changes will sync between the two systems.