Connect Salesforce

Written by Celeste Chung · Business Development Manager
Updated August 12, 2026
💡 Quick Answer

To connect Salesforce, go to Integrations in your dashboard, select Salesforce, authenticate with OAuth, map your fields, then push your sync.

Connecting Salesforce to One Good Card means every contact you capture through your digital business card, whether via tap, QR scan, or lead form, can be pushed straight into Salesforce without manual entry. This guide walks you through setting up the connection and pushing your first sync.

What Syncs Between One Good Card and Salesforce

Once connected, the Salesforce integration lets you push:

  • Leads
  • Contacts

Contacts and leads captured through One Good Card can be pushed to Salesforce whenever you choose to sync, keeping both platforms aligned without duplicate manual entry.

How to Connect Salesforce

  1. Log in to your One Good Card dashboard.
  2. Go to Integrations.
  3. Find Salesforce and click Connect.
  4. Log in to your Salesforce account when prompted.
  5. Authorise the connection using OAuth. You won't need to share your Salesforce password with One Good Card.
  6. Once authorised, you'll be brought back to One Good Card to continue setup.

How to Map Your Fields

  1. After connecting, you will be redirected to Field Mapping.
  2. Match your One Good Card contact fields to the corresponding Salesforce fields.
  3. Map any custom fields you use, such as department, lead source, or opportunity stage.
  4. Review the mapping summary.
  5. Click Save.

Accurate field mapping ensures contact details land in the right Salesforce fields once you push your sync.

How to Push Your Sync to Salesforce

  1. Go to Integrations and open your Salesforce connection.
  2. Select the leads, contacts, or opportunities you want to sync.
  3. Click Push to Salesforce.
  4. Review the sync summary once complete.

Sync is pushed on demand rather than running automatically, giving you control over exactly when and what data moves into Salesforce.

✨ Pro Tips:

  • Set up field mapping before your first push, so your contacts land in the correct Salesforce fields from the start.
  • If you use custom opportunity stages in Salesforce, map them carefully to avoid opportunities landing in the wrong pipeline stage.
  • Review your field mapping after any major Salesforce field changes to keep future syncs accurate.
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