Salesforce Integration

Install and configure True Record's optional Lightning Web Components for a native Salesforce experience.

Quick Start

Install the True Record managed package in your Salesforce org.

Add LWC components to your record pages using Lightning App Builder.

Link your Salesforce org to True Record via OAuth.

Five components are included in the managed package:

Shows potential duplicates for the current record directly on the record page. Users can review and merge without leaving Salesforce.

Displays enrichment data from Apollo.io for the current record. Shows company info, contact details, and social profiles.

Full-featured duplicate review interface embedded in Salesforce. Filter, sort, and merge duplicates without context switching.

Shows True Record org status including pending duplicates, merged records, and active scan progress. Add to Home Page or Utility Bar.

Admin configuration panel for True Record integration. Manage connection settings and preferences from within Salesforce.

The managed package requires these Salesforce permissions:

•API Enabled - Required for all API operations
•View All Data (or object-specific permissions) - To read records for duplicate detection
•Modify All Data (or object-specific permissions) - To perform merge operations

We recommend using object-specific permissions for the principle of least privilege.

Component not showing on record page?

Ensure the component is added via Lightning App Builder and the page is activated. Check that the user has the True Record permission set assigned.

Getting 'Not connected' error?

The Salesforce org needs to be connected to True Record. Go to Settings > Salesforce Connection in the True Record dashboard to connect.

Can I use this with sandbox?

Yes! We recommend testing in a sandbox first. Use the 'Install in Sandbox' link and connect your sandbox org separately from production.

Additional Resources