When should we use Salesforce integration?
Last updated: June 21, 2026
Short answer
Use Salesforce integration when Salesforce is the operational system of record and users need Kernel data inside Salesforce.
This is the right path for CRM-native workflows, Account enrichment, Kernel Account records, field mapping, reporting, cleaning actions, and controlled writeback.
Best fit
- RevOps works in Salesforce.
- Users need data on Account or Kernel Account.
- The team wants in-CRM review/actioning.
- Salesforce reporting matters.
- Writeback should be controlled through Salesforce.
What to send support
- Salesforce environment.
- Required fields.
- Whether values should live on Account, Kernel Account, or both.
- Expected writeback/review workflow.