Source
CRM integration & data model — found from sitemap — Customer.io
Checked for Customer.io on 1 Oct 2026
- Page
- https://docs.customer.io/integrations/data-out/connections/salesforce/salesforce-intro/
- Checked
- 1 Oct 2026, 09:53 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:ac76c0d335163e96cad419edde732890ba15840fb2a9660919211e53b295b738
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Salesforce data out integration Report an error
“Salesforce data-out integration”
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Salesforce data in source Report an error
“Check out our Salesforce Source. With the Salesforce data-in and data-out integrations, you can set up a complete, end-to-end integration!”
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Ec authentication Report an error
“To send data to Salesforce, you connect the destination and authenticate through the Customer.io External Client App (ECA).”
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Sandbox support Report an error
“If you send data to a Salesforce sandbox, enable the Sandbox Instance setting before you connect.”
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Action lead Report an error
“Lead type = "identify" Create, update, or upsert leads in Salesforce.”
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Action contact Report an error
“Contact Create, update, or upsert contacts in Salesforce.”
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Action task for message delivery Report an error
“Task for Message Delivery type = "track"and match(event, "Email*")and customer.WhoId != null Create a task in Salesforce for each email delivery event, with a task description that links back to the delivery in Customer.io.”
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Action custom object Report an error
“Custom Object Create, update, or upsert records in any custom or standard object in Salesforce.”
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Action case Report an error
“Case Create, update, or upsert cases in Salesforce.”
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Action opportunity Report an error
“Opportunity Create, update, or upsert opportunities in Salesforce.”
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Action account Report an error
“Account type = "group" Create, update, or upsert accounts in Salesforce.”
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Operations supported Report an error
“Our outgoing Salesforce integration supports the following operations: Create: Pushes new records to Salesforce.”
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Record matchers Report an error
“When you use the delete, update and upsert operations, you need to specify one or more Record Matchers.”
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Eca migration deadline Report an error
“If you set up your Salesforce integration before June 17, 2026, you need to migrate Salesforce integration to the new “External Client App” setup before August 17, 2026 or your integration will stop working.”
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Appexchange listing Report an error
“We’re working on listing the Customer.io app in Salesforce AppExchange. Until then, Salesforce may warn you that the app is installed from a direct package URL instead of AppExchange.”
3 facts read from this page are not shown because they could not be confirmed on the page as captured.