Connect Salesforce

Link your Salesforce org to Vidgram so you can import leads and contacts into campaigns.

Connecting Salesforce lets you pull leads, contacts, campaign members, and list views directly into Vidgram campaigns. You won't need to export CSVs or copy-paste data.

Vidgram only reads from Salesforce — it imports records into campaigns but never writes activity, tasks, or notes back to your CRM. Your Salesforce data stays as the system of record.

Plan and role requirements

  • Salesforce is available on the Pro plan or above. Free workspaces see an upgrade prompt when they try to flip the toggle.
  • Only workspace owners can connect or disconnect Salesforce.

Connect your Salesforce org

  1. Open the Integrations page from the sidebar.
  2. Find the Salesforce card under "CRM" and click it.
  3. In the drawer that opens, click Connect.
  4. You'll be redirected to the Salesforce login screen. Sign in with your Salesforce credentials.
  5. Salesforce will ask you to authorize Vidgram. Click Allow.
  6. You'll be redirected back to Vidgram. A success message confirms the connection.

[SCREENSHOT: Salesforce card on the Integrations page showing the Connect button]

Sandbox vs. Production

If you want to test the integration first, you can connect a Salesforce sandbox environment instead of production. Select the environment when starting the connection flow.

Set up LinkedIn field mapping

After connecting, Vidgram needs to know which Salesforce field holds each prospect's LinkedIn URL. This is how it matches prospects to LinkedIn profiles.

  • Auto-detection: Vidgram scans your Lead and Contact objects for fields with "LinkedIn" in the name or label. If it finds exactly one match on each object, it selects that field automatically.
  • Manual mapping: If auto-detection doesn't pick the right field, or you use a custom field, you can set the LinkedIn URL field for Leads and Contacts yourself from the integration settings.

[SCREENSHOT: Field mapping section showing auto-detected LinkedIn URL fields for Lead and Contact]

Import prospects into a campaign

Once Salesforce is connected, you can import records when creating or editing a campaign:

  1. Open a campaign and choose Import from Salesforce (instead of uploading a CSV).
  2. Pick your source: leads, contacts, campaign members, or a Salesforce list view.
  3. Select the records you want to add. You can import up to 200 at a time.
  4. Click Import.

Vidgram deduplicates automatically. If a record is already in the campaign (matched by Salesforce ID), it won't be added twice.

Records without a LinkedIn URL are imported with an "incomplete" status. You can add their LinkedIn URL later.

[SCREENSHOT: Import drawer showing Salesforce records ready to import into a campaign]

Disconnect Salesforce

  1. Open the Integrations page.
  2. Click the Salesforce card.
  3. In the drawer, click Disconnect.

Disconnecting removes the stored connection tokens. It does not delete any prospects or campaigns you've already imported.

Troubleshooting

"Only workspace owners can connect Salesforce" -- Ask your team's workspace owner to connect the integration. Managers and reps can't change integration settings.

"Salesforce connection expired" -- Your access token expired and couldn't be refreshed. Disconnect and reconnect Salesforce to fix this.

Auto-detection didn't find my LinkedIn field -- The field name or label must contain the word "LinkedIn" and be a URL, string, or text field. If your field uses a different naming convention, set it manually in the field mapping section.

Still stuck? Email us at support@vidgram.ai and we'll get back to you within one business day.