Connecting Ocean.io to Salesforce takes just a few clicks. Once connected, you can start exporting companies and contacts directly into Salesforce right away.
⚠️ This integration is compatible with Salesforce Enterprise, Unlimited, Developer, and Performance editions only. Please verify your edition before getting started. To verify your edition, check which version of Salesforce your company is using.
Step 1 — Start the setup
Head to Profile → Integrations and hit "Connect" next to Salesforce.
Step 2 — Connect your Salesforce account
You'll be taken to Salesforce to complete the permissions form. Grant the required access and you're connected.
After connecting, you'll be redirected to the configuration page. You can cancel out at any point, your integration is already live and you can start exporting straight away. That said, we recommend quickly browsing through the steps and making any adjustments that make sense for your setup.
💡 You can always come back to configure later via Profile → Integrations → click "Connected" next to Salesforce → Configure. You can also remove the integration from the same menu.
Read more about the accesses required in our CRM data processing FAQ.
Step 3 — Company field mapping
Ocean.io automatically pre-maps the most important company fields so you're ready to export without lifting a finger. Browse through and adjust anything if needed. Any fields left unmapped will simply be ignored during export.
You can also set up:
Default export value — tag every exported company with a preset value of your choice (e.g. "Ocean.io")
Custom export value — pick a property that will receive a custom value each time you export
💡 Can't find the right Salesforce property? You can create a custom property directly from the dropdown by clicking "+ Create custom property". To remove an existing mapping, click "Remove mapping" next to the field.
⚠️ If you create a new custom property, make sure to give Ocean.io permission to edit it in your Salesforce settings afterwards.
Step 4 — People field mapping
Same as companies, key contact fields are pre-mapped and ready to go. Browse through and adjust anything if needed. Any fields left unmapped will simply be ignored during export.
You can also set up:
Default export value — tag every exported contact with a preset value of your choice
💡 Can't find the right Salesforce property? You can create a custom property directly from the dropdown by clicking "+ Create custom property". To remove an existing mapping, click "Remove mapping" next to the field.
Step 5 — Deals
Decide if and how Leads should be created in Salesforce when you export companies.
Automatically create deals — toggle this on to automatically create a Lead in Salesforce for each company you export. Toggle it off if you do not want Leads to be created at all
Deal name format — customize the Lead name using
[company_name]or[company_domain]placeholders. The default is[company_name] dealPick the stage — select which stage new Leads should start in
⚠️ In Salesforce, this step creates a Lead, not an Account or Contact. Due to Salesforce's automated duplication prevention, both cannot be created simultaneously.
⚠️ When deal creation is turned on, Ocean.io will always create a new Lead for every export, even if one already exists for that company in your pipeline. This is different from company exports, where Ocean.io automatically prevents duplicates.
💡 Even if deal creation is turned on here, you can always disable it on a case by case basis directly from the export dialog when exporting on the Ocean.io platform.
Step 6 — Sales funnel mapping
Mark which stages in Salesforce represent "Won" and "Lost" to sharpen your analysis. This powers your segmentation and CRM analysis.
💡 We recommend mapping at least one Opportunity stage and one Lead stage as Won and Lost for the most accurate results.
Won stage(s) — select the pipeline and stage that represent a successful deal. Click "+ Add new" to add multiple won stages
Lost stage(s) — select the pipeline and stage that represent a lost deal. Click "+ Add new" to add multiple lost stages
⚠️ Without sales funnel mapping, the Deal Status filter inside Ocean.io will not work correctly.
Step 7 — Deal type mapping
Mapping your deal types will positively impact your search experience and CRM analysis.
Enable mapping — toggle this on to enable deal type mapping. If left off, Ocean.io will still sync your data but certain insights won't be available
Deal type field — once enabled, select the field in your Salesforce that represents deal type
Step 8 — User matching
Match your Ocean.io users to their corresponding Salesforce users. This ensures that exports and activities are attributed to the right person in your CRM.
Ocean.io users are listed on the left, select their corresponding Salesforce user from the dropdown on the right
Need to add a user that isn't listed? Click "+ Add user" to invite them to your Ocean.io account
⚠️ Without user matching, the Owner and Activities filters inside Ocean.io will not work correctly.
Step 9 — Permission for auto updates
⚠️ This step must be completed in your Salesforce settings by an Admin.
To allow Ocean.io to automatically receive the latest updates from Salesforce (including contact owners and last activity dates), you need to enable Change Data Capture in Salesforce.
Go to Integrations settings in Salesforce
Open Change Data Capture
Enable the following entities:
Account
Contact
Lead
Opportunity
Without this, Ocean.io will not automatically receive updates from your Salesforce account.
Note: When exporting from Ocean.io to Salesforce, if a company or contact already exists in your Salesforce account it will be ignored and no duplicate will be created.
Want even more power? Unlock CRM filters with the Bi-directional CRM Integration add-on
With the Bi-directional CRM Integration add-on you can unlock CRM filters directly inside Ocean.io, including Deal Status, Activities, and Owner. To get the most out of these filters, make sure the configuration steps above are completed, otherwise the filters won't reflect accurate data.
Without the add-on, existing CRM data is not charged or processed, it is simply ignored.
Interested in the add-on? Reach out to us at [email protected] to learn more.