Troubleshooting Salesforce Company Data Sync Issues

Last updated: April 30, 2026

If you're experiencing problems with company data syncing between Unify and Salesforce, there are several common causes and solutions to help resolve these issues.

Opportunities Not Linking to Companies

Sometimes opportunities may sync to Unify but fail to properly link to their associated companies. This occurs when the opportunity data is missing the company information during transfer, resulting in orphaned opportunity records.

To resolve this issue:

  1. Check if the opportunity exists in Unify but appears unlinked from its company

  2. Try running a manual sync to re-establish the connection

  3. Contact support if the linking problem continues after re-syncing

Silent Sync Failures from Expired Credentials

One of the most common causes of sync issues is expired Salesforce integration credentials. This can cause syncing to fail silently without obvious error messages.

Signs of credential expiration:

  • Recent opportunities or updates not appearing in Unify

  • No error messages displayed in the interface

  • Sync appears to be running normally but data isn't updating

  • Data changes not appearing within the normal ~15 minute sync window

Account Domain Requirements

For Accounts to sync properly, they must have both a Company Name and a valid domain in the Website field. Missing or invalid domains will prevent data writeback from Unify.

To reconnect your Salesforce integration:

Checking for Sync Errors

If data isn't syncing as expected, check these specific locations for error messages:

  1. Ingest errors: Navigate to Settings → Integrations → Salesforce → Errors (READ) to check for issues with data coming from Salesforce (such as missing Website/domain fields)

  2. Account write errors: Go to Settings → Salesforce Integration → Skipped Records to see Account records that failed to write back. Hover over the error message to see the specific reason the record was skipped

  1. Navigate to Settings > Integrations > Salesforce

  2. Click 'Change User'

  3. Follow the prompts to reconnect your Salesforce integration

  4. Allow time for a full sync to complete after reconnection

Understanding Company Data Sync Limitations

Unify has different data syncing capabilities depending on the Salesforce record type you're working with. This is important to understand when troubleshooting what appears to be missing data.

Data Sync by Record Type

  • Accounts: Receive full company data including intent level and score fields

  • Leads: Only receive a limited subset of company-level data

Important: Unify will only write to empty fields in Salesforce and will not overwrite existing values. If an Account field already contains data, Unify will not update it. To update fields that already have values, you’ll need to apply automation in Salesforce (such as a Flow) to move Unify values where needed.

When running Plays on Contacts or Leads in Salesforce, Unify only writes back a subset of company-level data to Leads, not all company fields. Company intent level and score fields are only supported on Accounts.

Requesting Custom Field Mappings

For high-priority use cases, Unify may be able to support custom mappings to write specific company fields back onto Leads through hardcoded configurations.

To request custom field mappings:

  1. Identify the specific company fields you want populated on Leads

  2. Provide the exact custom field names from your Salesforce instance

  3. Contact support for evaluation of your custom mapping request

When to Contact Support

Contact support if you experience:

  • Persistent linking issues after manual sync attempts

  • Continued sync failures after reconnecting credentials

  • Data that should be syncing based on the limitations outlined above but isn't appearing

  • Need for custom field mapping configurations

Understanding these common sync scenarios will help you distinguish between expected system limitations and actual technical issues that require troubleshooting.