Salesforce Integration: Field Mapping, Record Updates, and Reply Classifications

Last updated: April 27, 2026

Unify's Salesforce integration provides powerful capabilities for syncing prospect data and tracking engagement. This article covers field mapping behavior, record updates, and how to leverage reply classifications for advanced automation.

Reply Classifications

When a sequence enrollment reaches 'Completed: Replied' status, Unify provides detailed reply classifications to help categorize prospect responses:

  • Positive

  • Willing to meet

  • Needs more info

  • Bad Timing

  • Has solution

  • Neutral

  • Left Job

  • Updated contact info

  • Referral

  • Negative

  • NSFW

  • Opt out

  • OOO

  • Soft Bounce

  • Hard Bounce

  • Automated

Field Mapping Behavior

Existing Records

When syncing data to existing Salesforce records, Unify follows specific rules:

  • Integration fields: Unify will only write to mapped fields if they are currently blank - existing values will not be overwritten. This applies to both standard field mappings and enriched data (such as phone numbers enriched in Plays).

  • Unify-specific fields: Fields like "Most Recent Play" will automatically update for existing contacts

  • Overwrite settings: There is currently no field-specific overwrite setting - the behavior applies globally

New Records

For new Salesforce records created through Unify:

  • All mapped fields will auto-populate if Unify has values available

  • Standard fields typically include email, first name, last name, title, and LinkedIn URL

Custom Field Configuration

Custom fields require additional setup:

  • Set default values in either the Salesforce integration settings under "Default Values" or in individual Sync to Salesforce nodes

  • Unify cannot automatically infer values for custom fields like Lead Source

  • Configure additional field writebacks in Salesforce settings or directly in Sync to Salesforce nodes

Advanced Mapping with Play Logic

For complex scenarios where multiple Unify status and classification combinations need to map to single Salesforce values, use Play logic with 'Sync to Salesforce' actions instead of direct field mapping.

Example Configuration

Set up conditional logic branches such as:

  • Completed: Replied + Willing to meet → Salesforce Status = "Replied"

  • Completed: Replied + Bad Timing → Salesforce Status = "Nurturing"

  • Enrollment (Queued/Engaged) → Salesforce Status = "Contacted"

Auto-Updates on Enrollment

To automatically update Salesforce when prospects are enrolled in sequences:

  1. Add a 'Sync to Salesforce' action at the enrollment stage

  2. Set the target Salesforce Status to "Contacted" or your preferred value

Setup Instructions

  1. Map 'Unify Most Recent Sequence Status' to a Salesforce field (custom field recommended)

  2. Enable write permissions for the mapped field

  3. Create Play branches based on status and reply classification combinations

  4. Configure each branch to write the appropriate canonical Salesforce Status value

  5. For custom fields like Lead Source, set default values in either:

    • Salesforce integration settings under "Default Values", or

    • Individual Sync to Salesforce node advanced settings

This approach provides maximum flexibility for mapping complex engagement scenarios to your Salesforce workflow while maintaining data integrity.