To access the Integration Settings for Salesforce Integration, navigate to Setup (1) → Integrations (2) → Salesforce (3). Next, select the Salesforce connection that you are interested in (4).

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Integration Settings

The Integration Settings tab (1) is where you can enable or disable your Salesforce Integration connection, set up actions on Leads, Contacts & Tasks and pre-filter Event Campaign List:

Connection Status - in this box you can check is your Salesforce connection enabled or not (2). From here you can also run actions to Enable or Disable this Salesforce connection (3). Learn more how to Disable Salesforce Integration in this article.

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Phone Number Formatting - you can select what phone number format should Romify return (4)

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Lead Settings - in this section, you can:
- Choose whether to create new leads (5)
- Select the lead record type that Romify will use whenever you create a new lead (6)
- Choose whether to update existing leads in your Salesforce (7)
- Choose whether to follow your Salesforce Lead Assignment Rules (8)
- Assign a Romify user to be the owner of scanned leads (9)
- Choose whether to create a new Campaign Member along with the created lead (10)
- Choose whether to create a Task in your Salesforce from lead visit (11)

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Contact Settings - in this section, you can:
- Choose whether to update existing contacts in your Salesforce (12)
- Choose whether to create a new Campaign Member along with the updated contact (13)
- Choose whether to create a Task in your Salesforce from contact visit (14)

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Task Settings - in this section, you can:
- Select the task record type that Romify will use whenever you create a new task from the visit (15)
- Choose Status for the task from the visit (16)

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Prefilter Event Campaign List: In this section, you can set up filters for the Salesforce Campaign list that will appear when selecting a campaign on Event. Read more about connecting Romify event to Salesforce campaign in this article.
- Campaigns can be filtered by Type (17)
- Or by Status (18)

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Customize Country Name: If your Salesforce settings requires custom country name you can set it up by clicking Add button (19), selecting country name that you wish to customize (20), entering country custom name (21) and Saving the setup (22).