Note: To configure the integration, you must have a Salesforce account with administrative permissions and access to Connected Apps.
Objective
Connect TAC to Salesforce to automatically synchronize contacts and activities, without complex technical configuration.
👉 The integration requires only a login to Salesforce.
Prerequisites
Before getting started, make sure that:
You have Admin permissions on TAC
You have access to Salesforce with a user authorized to use APIs
Step 1 — Log in to TAC
Log in to the TAC portal:
👉 app.touchandcontact.com
Then go to Integrations
Select Salesforce
Step 2 — Log in to Salesforce
Click Connect Salesforce.
Select the option Login with Salesforce.
The Salesforce login screen will open.
Enter your Salesforce account credentials (or corporate SSO)
Confirm the requested permissions
✅ No tokens, API keys, or manual configurations are required.
Step 3 — Connection Completed
Once the login is completed:
TAC will be connected to Salesforce
Synchronization will start automatically
No additional IT intervention is required
Step 4 — Field Mapping (Field Mapping Configuration)
The Field Mapping section allows you to define how Salesforce contact data is synchronized with TAC.
In this screen, you can connect Salesforce contact properties to the corresponding TAC fields, so that information is automatically transferred between the two platforms.
Where to configure Field Mapping
To access the configuration:
Go to TAC
Open the Integrations section
In the Salesforce section, click the ⚙️ Settings icon
This will open the Field Mapping Configuration screen.
How to configure the mapping
For each Salesforce field (for example email or phone):
Select Map to TAC field
Choose the corresponding TAC field from the dropdown menu
(e.g., Contacts → Email or Contacts → Phone)
Alternatively, you can select Use a static value to assign a fixed value to all synchronized contacts.
Adding additional fields
From the Available CRM Fields menu, you can select additional Salesforce properties and map them to the desired TAC fields.
Once the configuration is complete, click Save to store the mappings.
✅ The integration is now complete!
From this moment on, TAC will communicate automatically with Salesforce to synchronize contacts.