Sync PromptLoop Data to Salesforce | PromptLoop Help Center

Q: Can I sync contacts or other objects?

Yes. Choose the desired Salesforce object during the mapping step and confirm that your connected user can create or update that object.

Q: How do I retry rows that were skipped?

Filter the dataset for skipped rows, adjust the data or matching method, then rerun the sync wizard so the rows are included in the next preview.

Q: Does syncing create duplicates?

Matching by Salesforce ID prevents duplicates. If you match by domain, review the preview and adjust the sync mode to avoid unexpected record creates.

TL;DR

Match records by Salesforce ID or domain, preview the outcome, and map dataset columns to Salesforce properties before running the sync.

Prerequisites

Completed Salesforce integration
Dataset that includes either salesforce_id or a domain column
Permission to create or update the target Salesforce object

Steps to sync a dataset

1. Open the sync wizard

From your dataset view, click Sync to Salesforce to launch the mapping wizard.

2. Choose a matching method

Select Salesforce Company ID for precise updates or Domain if records lack the Salesforce ID.

Important

When a dataset contains salesforce_id, always match by ID. Domain matching can miss duplicates or similar domains.

Salesforce sync matching options inside PromptLoop

3. Select sync mode

Choose whether PromptLoop should update existing records, create new ones, or do both when matching by domain.

4. Run a preview

Click Preview sync to review totals for rows that will update, create, or be skipped. Use this step to confirm the match rate looks correct.

Salesforce sync preview summary showing updates and skips

5. Map dataset columns

Assign each dataset column to a Salesforce field. You can map to existing properties or create new ones directly in the wizard.

6. Start the sync

Review the summary, then click Sync dataset to Salesforce. PromptLoop updates matched records and creates new ones based on your selections.

Quality checks

Confirm the preview numbers align with your expectations before syncing
Sort the dataset by sync status after completion to verify updates
Spot check a few Salesforce records to ensure the correct fields changed

Important

When you map a field, PromptLoop writes the dataset value to Salesforce even if it is blank. Only map the fields you intend to overwrite.

FAQs

Can I sync contacts or other objects?
Yes. Select the appropriate Salesforce object during mapping, and ensure you have the required permissions.

How do I retry rows that were skipped?
Filter the dataset for skipped rows, correct the data, and rerun the sync preview to include them.

Does syncing create duplicates?
No, as long as you match by Salesforce ID. When matching by domain, review the preview to prevent accidental creates.