> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Salesforce data

> Import Salesforce contacts, account owners, and custom fields into Upflow at the account level to enrich collection workflows and assignments.

With Salesforce integration, you can import Salesforce information into Upflow. The information available for import needs to be stored at the Account level.

## Salesforce Contacts

* Import all contacts from Salesforce, **replacing** those from your billing or accounting system. It's not yet possible to combine contacts from both sources into Upflow.
* The oldest contact on the account will be considered the Main contact.
* Add contact custom fields through the [custom field section](https://app.upflow.io/organization/-/settings/custom-fields) (read more [here](/en-us/core-entities/contacts/contact-custom-fields)).

> **Note:** Disabling the contact import will purge all Salesforce contacts from Upflow. Our system should then fall back to your accounting integration to manage your contacts in Upflow. The purge/sync can take a few minutes, up to a few hours based on the data volume.

## Salesforce account owner

* Assign the Salesforce account owner as the assigned user for a customer in Upflow.
  * Users will be created in Upflow, but not invited. You will need to manually invite them to Upflow, if you wish to give them access.\*
* This user assignment cannot be edited in Upflow, as Salesforce is the source of truth.
* For multiple users, use custom fields and [smart rules](/en-us/collection-and-collaboration/smart-rules/smart-rules) for assignment.
  * Import or create a custom field holding the user email address to use it as a rule condition.

\*If you prefer to delete their user profiles, you will need to:

1. Disable the Account owner sync from Salesforce to Upflow
2. Unassign these users from Customers
3. Then delete these users
4. You can then refer to custom fields and smart rules to assign users based on Salesforce information as mentioned in the last bullet point above.

## Salesforce custom fields

* This feature is always active. Manage and select which customer or contact custom fields to import in your [custom field settings](https://app.upflow.io/organization/-/settings/custom-fields).
* When adding a Salesforce custom field to Upflow, the sync delay can take up to a few minutes to a day, depending on the data volume. If you do not see any imported value after a few hours, please submit a Support request with information on the field (such as the type), customer examples, and screenshots from Salesforce.

#### Supported custom field types

| Salesforce API Type | Description                                                                                                 | Upflow Type                   |
| ------------------- | ----------------------------------------------------------------------------------------------------------- | ----------------------------- |
| string              | String values                                                                                               | STRING                        |
| boolean             | Boolean (true / false) values                                                                               | BOOLEAN                       |
| int                 | Integer values                                                                                              | FLOAT                         |
| double              | Double values                                                                                               | FLOAT                         |
| date                | Date values                                                                                                 | DATE                          |
| datetime            | Date and time values                                                                                        | DATETIME                      |
| ID                  | Primary key field for the object                                                                            | STRING                        |
| reference           | Cross-references to a different object.                                                                     | STRING                        |
| textarea            | String that is displayed as a multiline text field                                                          | STRING                        |
| percent             | Percentage values                                                                                           | FLOAT                         |
| phone               | Phone numbers. Values can include alphabetic characters                                                     | STRING                        |
| email               | Email addresses                                                                                             | STRING                        |
| picklist            | Single-select picklists, which provide a set of enumerated values from which only one value can be selected | SELECT                        |
| multipicklist       | Multi-select picklists, which provide a set of enumerated values from which multiple values can be selected | MULTISELECT                   |
| formula             |                                                                                                             | Depends on the formula set up |