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Master Your Salesforce Integration

Following these best practices will ensure your Salesforce and Specter are perfectly aligned.

Barney Kelly-Wyatt avatar
Written by Barney Kelly-Wyatt
Updated over 3 months ago

View Salesforce Companies Inside Specter

Click My CRM on your Specter dashboard to browse companies pulled from Salesforce.


Push a single Signal

Click the Salesforce logo on any signal card to push it instantly. This can be from a List or Saved Searched.


Push results from a Search

Use Add to Salesforce at the top right any Saved Search to bulk-push up to 1,000 results.


To quickly add any company directly from their website to Salesforce without without switching tabs.


Schedule Enrichments from Saved Searches & Lists

You can schedule enrichments to automatically push updates from Saved Searches and Lists to Salesforce so it stays current.

You'll be able to check all of your active Scheduled Enrichments in the main Integration Hub once those are set up.

Step 1: Click the next to your Saved Search or List.

Step 2: Choose Schedule Enrichment.

Step 3: Press Subscribe for each update type to push automatically.

Once this is done, you can see which updates are automated by checking whether you are subscribed.

Hover over the Salesforce logo beside subscribed items to view the next run.


Integration Health

Check Sync History

See when your Salesforce data last synced with Specter.

Review Your Integration Activity

See a complete log of all data synced between Specter and Salesforce to verify updates and monitor sync health.

For any errors, click More Info and then View AI Summary to diagnose any errors.

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Final Notes

  • Keep Credentials Fresh – An expired Salesforce token stops syncs.

  • Watch Your Logs – Integration Activity surfaces new records, enrichments, and errors.

  • Need a Hand? – Chat live in Intercom or email support@tryspecter.com — we reply fast and value your feedback.

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