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What fields sync as part of the Salesforce integration?

  • Updated

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

Companies (Accounts)

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)

Contacts

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

Opportunities

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

Pipelines

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.

Stages

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.

Activities (Tasks)

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

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

Sync behavior

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

Member Mapping

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

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