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# Salesforce — syncing rooms with opportunities, accounts and contacts

Once Salesforce is connected, a Katalyz room can be linked to an **opportunity**, an **account**, or a **contact** in Salesforce — syncing fields, activity, and the linked record automatically.

## Linking a room to a Salesforce object

A room can be tied to:

- an **Opportunity** — the most common case for an active deal
- an **Account** — useful for multi-year or account-level rooms that span beyond a single opportunity
- a **Contact** — for rooms centered on a single person (referral, customer success, partnership)

Two paths to make the link:

- **Salesforce-initiated** — when a room is created from inside Salesforce (via the Katalyz Dealrooms List component added to an object's page), it's **automatically associated** with the originating object (opportunity, account, or contact).
- **Katalyz-initiated** — when a room is created from inside Katalyz, you link it manually to the right opportunity, account, or contact from the room's settings.

A single room can be linked to multiple Salesforce objects (e.g. an opportunity **and** its parent account) when it makes sense for your workflow.

## What syncs

### Fields
Katalyz properties mapped to Salesforce fields stay in sync. **Field mapping uses the same UI as HubSpot field mapping** ("Synced fields"). The one difference: there's **no "Import from CRM"** action on the Salesforce side. See [CRM field mapping & sync](https://katalyz.crisp.help/en/article/crm-field-mapping-sync-hubspot-salesforce-fzz4c/) for the workflow — it all applies here.

### Activity (Katalyz → Salesforce)
Selected Katalyz events post into Salesforce as **Salesforce notes** and, optionally, as **Chatter posts** when Chatter is enabled on the linked opportunity, account, or contact. The Salesforce activity list is slightly different from HubSpot's — 14 events covering comments, resources, room access, tasks, steps and due dates (no signature events, no comment/resource/task deletion events today).

The full list is documented in [CRM field mapping & sync](https://katalyz.crisp.help/en/article/crm-field-mapping-sync-hubspot-salesforce-fzz4c/).

### Tasks
**Katalyz tasks ↔ Salesforce tasks sync is not available** today. Tasks live in Katalyz only.

## Objects supported

Today the integration supports linking a room to:

- **Opportunities**
- **Accounts**
- **Contacts**

(Other Salesforce objects — Leads, Cases, custom — aren't supported in the current scope.)

## Sync timing

Sync is **real-time in both directions**. At first connection, Katalyz runs an initial back-sync — for any field with conflicting values, the **CRM value takes priority**.

## Related articles
- [Connecting Salesforce](https://katalyz.crisp.help/en/article/connecting-salesforce-1nj5zkn/)
- [Connecting HubSpot](https://katalyz.crisp.help/en/article/connecting-hubspot-160gs96/)
- [Creating custom properties](https://katalyz.crisp.help/en/article/creating-custom-properties-1xr7pmy/)