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Connect Salesforce to Segment
Technical Integration Guide & Cost Analysis
Integration Status
Salesforce offers a native integration with Segment. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Salesforce Segment Integration Overview
Sync Salesforce data with Segment for unified customer profiles and automated workflows. Eliminate manual entry and ensure compliance with data residency policies.
Primary Use Case
Sync customer profiles from Salesforce to Segment for unified customer view and automated marketing workflows.
medium
20 minutes
Frequently Asked Questions
How do I connect Salesforce to Segment? ▼
There's no native integration. To connect them, you will need a middleware tool like Make or n8n.
Is the connection between Salesforce and Segment secure? ▼
Yes. This integration typically uses OAuth 2.0, meaning you grant permission via a secure login window. You do not need to share your raw password, and you can revoke access at any time from your Salesforce security settings.
Is the sync one-way or two-way? ▼
This is typically a one-way sync: Salesforce → Segment. Changes in Segment do not sync back to Salesforce.
Will existing data in Salesforce sync to Segment? ▼
Usually, no. Most native integrations are "forward-looking," meaning they only sync data created or updated *after* you activate the connection. To move historical data, you will likely need to perform a one-time CSV export/import manually.
Can I sync custom fields? ▼
Native integration is limited to standard fields. For custom field mapping, use an automation tool.
Can I add approval steps before syncing? ▼
Native integrations can't do this. For workflows that need human review (e.g., "Manager must approve before creating invoice"), use Relay.app.