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Documentation Index

Fetch the complete documentation index at: https://help.ruddr.io/llms.txt

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This integration syncs data from Salesforce into Ruddr. All data flows one way (Salesforce → Ruddr).

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Companies (Accounts)

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Syncing companies from Salesforce

When accounts are synced, Ruddr imports the following: Basic details
  • Company name and description
  • Phone number (limited to 20 characters)
  • Website URL
Addresses
  • Billing address (street, city, state, postal code, country)
  • Shipping address (if available)
Ownership
  • Owner is matched to a Ruddr member by email
  • If no match is found, a new member is created automatically
Additional fields
  • Industry (matched or created if missing)
  • Company type (matched or created if missing)
  • Annual revenue
  • Number of employees
  • Year founded
  • Ticker symbol
  • SIC code
  • Ownership classification (public, private, subsidiary, or other)
Status
  • Active status is derived from Salesforce (deleted accounts are marked inactive)

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Contacts

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Syncing contacts from Salesforce

Basic details
  • Full name (first + last name)
  • First name and last name stored separately
  • Email address
Contact information
  • Mobile phone
  • Office phone
  • Fax
Additional fields
  • Job title
  • Description
Ownership and relationships
  • Owner is matched to a Ruddr member
  • Associated company is linked

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Opportunities

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Syncing opportunities from Salesforce

Basic details
  • Opportunity name and description
  • Amount
  • Close date
  • Next steps
Sales data
  • Probability
  • Stage (matched by name and pipeline)
  • Lead source (matched or created if missing)
  • Opportunity type (matched or created if missing)
Ownership and relationships
  • Owner is matched to a Ruddr member
  • Associated company is required (opportunity is skipped if no match is found)
Dates and currency
  • Open date (created date)
  • Currency (Ruddr sets the currency based on the opportunity’s currency. If it doesn’t find one, it uses the workspace currency, and if that’s not available, it defaults to USD.)
Pipeline
  • Determined based on Salesforce record type

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Pipelines

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Syncing pipelines

Pipelines are derived from Salesforce business processes tied to record types. Fields synced
  • Pipeline name
  • Pipeline description
Only pipelines selected in your integration settings are synced into Ruddr. If no specific configuration is provided, a default pipeline is created.

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Stages

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Syncing stages

Fields synced
  • Stage name and description
  • Probability
  • Active status
Stage status mapping
  • Won → marked as “Won”
  • Closed (but not won) → marked as “Lost”
  • All others → marked as “Open”
Stages are filtered per pipeline based on Salesforce configuration.

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Activities (Tasks)

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Syncing activities from Salesforce

Note that Ruddr only syncs activities according to the integration settings, as configured by a Workspace Admin. Common fields
  • Subject (falls back to description or “Task Activity” if missing)
  • Content (description)
  • Activity date (uses activity date or created date)
  • Created by and owner (matched to Ruddr members)
  • Associated company
  • Associated opportunity
  • Associated contact

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Activity type mapping

Activity type is determined using a multi-step approach:
  1. Match by subject
  2. Match by Salesforce subtype
  3. Match by predefined type
  4. Default to “Other” if no match is found

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Sync behavior

  • Activities missing in Salesforce are removed from Ruddr during full sync
  • Email-type activities are parsed to extract structured content

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Member Mapping

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How users are matched and created

  • Members are matched by email address
  • If no match is found:
    • A new member is created automatically
    • Name is pulled from Salesforce user data
    • Active status is preserved from Salesforce
    • Assigned the workspace default role
    • Set as non-billable
    • Not invited to the workspace