Overview

The Salesforce integration lets you push enriched account data from Evident into Salesforce Account records. Keep your CRM current with visitor intent signals without manual exports.

Prerequisites

• A Salesforce account with permission to create or update Account records
• Your Salesforce instance URL (e.g., https://yourorg.my.salesforce.com)
• A Salesforce access token with the appropriate permissions

Connect Salesforce

Go to Settings → Integrations → Salesforce in Evident.

Enter:

1. Instance URL — your Salesforce organization URL
2. Access token — a Salesforce access token with permission to read and write Account records

Click Save to connect.

Configure field mappings

Once connected, configure which Evident fields map to which Salesforce Account fields. Nine fields are available to map:

Evident field	Description
account_name	Company name
domain	eTLD+1 domain
industry	Industry classification
owner	Assigned Salesforce owner
intent	Intent score
last_seen	Timestamp of last visit
confidence_band	Enrichment confidence band (high / medium / low)
trend	Visit trend (new / increasing / stable / decreasing)
events_7d	Event count over the last 7 days

Map each Evident field to the corresponding Salesforce field API name (e.g., Name, Website, Industry). Custom fields use the API name including the __c suffix.

Push accounts to Salesforce

Sync is triggered per account from the Accounts page:

1. Open an account from the Accounts dashboard.
2. Click Send to CRM.
3. Evident creates a new Account record if no match is found, or updates the existing record.

Tips

• Use domain to deduplicate. Map Evident’s domain field to a unique Salesforce field (e.g., Website) to prevent duplicate Account records.
• Create custom fields for intent data. Standard Salesforce Account fields don’t include intent or trend. Create custom fields (e.g., Evident_Intent__c, Evident_Trend__c, Evident_Last_Seen__c) to store these signals without overwriting standard CRM data.
• Use Salesforce flows for downstream automation. Once intent data is in Salesforce, trigger flows or process builders to notify reps, update lead scores, or enroll accounts in sequences.