With Salesforce integration, you can easily keep your product data synced with Salesforce.
Automatically create and update custom objects from June to Salesforce, along with their traits
View, create and update your Salesforce objects straight from its June profile
Install
You can connect one Salesforce workspace per June workspace.
Log into June's workspace Settings & Integration page
Navigate to Settings > Integrations
Locate the Salesforce integration
Click "Connect Salesforce"
Note: If the button shows "book a demo" it means the integration hasn't been enabled for you, yet. You may book a demo or ping us in the chat to enable it.
Select your Salesforce account (portal) and complete the Authorization
Configure
Once you've installed the Salesforce integration in June, you can configure which data you want to sync from June object to Salesforce objects in the Salesforce integration settings modal.
If there are Salesforce attributes missing, you need to create them in Salesforce
Here's a mapping example.
In general, we advice to map only the attributes that you need in your workflows in order to keep your CRM as lean as possible.
Workspace Sync details
Use the domain unique identifier for exploiting Salesforce's automatic enrichment and also logging all the conversations with the people from that company you had in the past. It might be necessary for you to explicitly set up the domain as a company trait through the group identify call.
Note: If you have your own internal unique identifier already in Salesforce (which should be the same you use in the group calls and events you send to June), you can choose it from the picker.
Keep in mind that this attribute should be: unique, required and single-line text
Use
How, when and what does it sync?
Automatic creation: it will create new users and companies that are not present in your CRM yet. To check that, June uses the unique identifier that you've chosen in the settings (emails for users and name, domain or custom id for workspaces, domain for companies ).
Automatic updates: once every 1/2 hours, the integration will update all the companies that sent a group call and the users that sent an identify call in the last 1/2 hours. Note: June will update the records mapped to Salesforce regardless of whether the value changed or not
Note: If you're using computed traits, all of the records for which these computed traits are calculated will be synced at least once per day. This happens because the latest values of the calculation is attached to it's record via identify call or group call which makes them eligible to be synced
Automatic sync
June does not perform an initial full sync when you first connect your Salesforce integration.
Instead, our sync is event-based, meaning it only updates data when changes happen. Here’s what that means in practice:
Company and user data sync only when changes occur in June.
If no updates are detected, no sync happens. This can sometimes make it seem like data isn’t syncing, but it’s just that nothing has changed.
Manual sync options are available for users and companies, allowing you to trigger updates when needed.
Common questions & issues
1. Why don’t I see all my Salesforce companies or users in June?
June doesn’t pull all your Salesforce data into its system automatically. It only syncs records that have been updated or interacted with in June. If a company or user hasn't changed since you connected the integration, it won’t appear as synced.
2. How can I force a sync for specific users or companies?
You can manually sync an individual user or company by going to their profile in June and clicking ‘Sync’.
If you press ‘Sync Users’ or ‘Sync Companies’ in bulk and nothing happens, it’s likely because there are no recent changes to those records.
3. My data isn’t updating—what should I do?
Double-check that you’re connected to the right Salesforce account with the correct permissions.
If you manually sync a user in June and it updates, but bulk sync doesn’t work, it may be because no changes were detected.
4. I still need help—how can I contact support?
If you’ve already checked everything above and still experience issues, you can contact our support team. Just drop us a message in chat, and we’ll investigate as soon as possible.
Troubleshooting Sync Issues
If your data isn’t syncing between June and Salesforce, it could be due to one of the following reasons:
1. Trait Type Mismatch
Each trait in June must have a defined type to sync correctly with Salesforce. For a domain, the type should be set to "string".
How to Check & Update Object Types:
Go to your Objects Settings in June.
Select either User or Company level, depending on what you're trying to sync.
Find the relevant object and click Edit next to it.
Ensure the trait type matches what Salesforce expects (e.g., "string" for domains).
2. Domain Format Mismatch
Domains need to match exactly between June and Salesforce. If they don’t, the sync won’t work.
What to Check in Salesforce:
Make sure the domain doesn’t include unnecessary prefixes like "https://", "https://www.", etc.
The domain should match exactly between both platforms.
Disconnect & Uninstall
To interrupt the stream of data from June to Salesforce you simply have to turn off these toggles on the desired object
If you want to uninstall completely the integration you can do so at any point by simply returning to the Salesforce integration in Settings & Integrations and clicking on "Uninstall".
Important: This will suspend any objects updates from June to Salesforce. Once you uninstall the app, all the contacts updated and created by the June app will remain in your Salesforce account. We will not delete any data.