General Integration Questions
What is the Twain Salesforce native integration?
It is a direct connection that allows you to push and export leads and personalized messaging data directly from Twain into your Salesforce CRM without using third-party connectors.
Do I need an API key to connect Twain to Salesforce?
No. Unlike other integrations (such as HubSpot), the Salesforce integration uses a direct authorization process. You simply select Salesforce in Twain and follow the on-screen authorization prompts.
Setup & Mapping
What must I do in Salesforce before exporting leads?
You must create custom fields in Salesforce to house the data Twain will send over. If these fields don't exist in Salesforce first, you won't be able to map them in Twain.
How do I create a custom field for Twain messages?
In Salesforce, go to your Object Manager and select Contact Fields.
Create a new field and select Long Text Area.
Name the field (e.g., "Twain Message 1").
Recommended settings: * For standard messages: ~2,000 character limit. * For "Expanded Research": ~20,000 character limit to ensure no data is cut off.
How do I map the data in Twain?
Once your Salesforce fields are created, go back to the Twain export screen. You will see a list of Twain data points (Message 1, Message 2, Research, etc.). Use the dropdown menus to match each Twain variable to the corresponding custom field you created in Salesforce.
Exporting & Using Data
How do I know the export worked?
After clicking "Export Leads" in Twain, open a contact record in Salesforce. You should see the custom fields populated with your Twain-generated messaging and research.
Where can I see the personalized messaging for my outreach?
You can view the data within the contact record or use the custom variables within your Salesforce email templates. For example, you can insert Twain_Subject_Line or Twain_Message_1 into your templates to preview and send the text.
Does it export research and insights?
Yes. If you map fields for "Expanded Research," that data will be pushed through with clean formatting, making it easy for your sales team to read and use during their outreach.
Troubleshooting
Why is a specific message not exporting?
Ensure you have mapped the field. For example, if your sequence only has four steps, you do not need to map "Twain Message 5." Always ensure the number of steps in your Twain campaign matches the fields you are exporting.
Who do I contact for help?
If you run into any issues during the setup or export process, please reach out to the Twain support team for assistance.