How to Use the Salesforce CRM Enricher

Step 1: Provide your input data

1. Start by telling the Phantom which type of data you’d like to export into Salesforce:
   • Select your data type (optional)
     • You can choose between:
       • Contact - Default: Use this option to sync individual leads or people into Salesforce.
       • Companies: Use this option to sync company data.
         • Each company must include a Name field, as Salesforce uses it as the unique key to identify or create Accounts.
         • If the Name field is missing, the Phantom won’t know which entity to enrich and will skip that record.
2. Then, provide the source of your data:
   • My Lists:
     Choose a saved LinkedIn Leads list you’ve already created in PhantomBuster.
   • A URL:
     • Paste the URL of a Google Sheet (make sure it’s shared with “Anyone with the link”).
     • Or upload a CSV file (make sure it’s publicly accessible, and note that CSV upload is only available on paid plans).
   • My Phantoms: 
     Use results from another Phantom as input.
   • Once you’ve selected your data source, the setup will automatically show the common Salesforce fields and let you map them to your spreadsheet columns.
     • If your spreadsheet column names are different (e.g. emailAddress instead of email), you can adjust the mapping here.

More properties (dropdown in setup)

• Add more Salesforce properties (Optional):
  • Default = none.
  • You can push additional fields into Salesforce by adding custom mappings.

Step 2: Connect to Salesforce

In this step, you’ll paste your Salesforce credentials so the Phantom can act on your behalf.

What you need to provide:

• Salesforce username
• Salesforce password
• Salesforce security token

All three are required to connect successfully.

Where to find these credentials:

• Username:
  • Always in email format.
  • Lightning: Avatar → Settings → My Personal Information → Personal Information.
  • Classic: Name menu → My Settings → Personal → Personal Information.
• Password:
  • The same password you use to log in to Salesforce.
• Security token:
  • Required if not already set up.
  • Lightning: Settings → My Personal Information → Reset My Security Token.
  • Classic: Settings → Personal → Reset My Security Token.
  • Salesforce will email the new token to your registered address.

Important Salesforce setting

• Salesforce uses the OAuth Username-Password flow for authentication.
• For orgs created after Summer 2023, this flow is disabled by default.
• To enable it:
  1. Go to Salesforce Setup.
  2. Find OAuth and OpenID Connect Settings.
  3. Toggle on Allow OAuth Username-Password Flows.

Step 3: Configure enrichment behavior

1. How to handle Salesforce entries (Optional):

   • Both create new and update existing entries (Default).
     • If the Name already exists in Salesforce, the Phantom enriches that existing record with the new data.
     • If the Name doesn’t exist, the Phantom creates a new Salesforce record using the additional properties.
   • Only create new entries.
   • Only update existing entries.

   The Phantom does not rename existing entries, it only uses the Name as the reference key to decide whether to create or update.

   

2. Allow duplicate company entries to be created (Optional):
   • Enable to let the Phantom create new company entries even if a company with the same name already exists.

Step 4: Select launch frequency

Choose how often the Phantom should run:

1. Launch manually: Start the Phantom yourself whenever you need.
2. Launch once at a specific time: schedule a one-time run at a set date and time.
3. Launch repeatedly: schedule regular runs (e.g. once per day, several times during working hours).
4. Launch after another Phantom: chain automations together so this Phantom starts right after another finishes.
5. Advanced scheduling: customize the exact minutes, hours, days, or months when the Phantom should run.

→ For a complete walkthrough of scheduling options, see our guide to scheduling Phantoms automatically.

Step 5 (Optional): Advanced settings

Advanced settings are available if you want to fine-tune how your Phantom runs, but by default they’re already optimized for most use cases.

We recommend leaving them as they are unless a guide specifically instructs you to change something.

→ For a detailed overview of all advanced options (like execution limits, retries, email notifications, proxies, webhooks, and file management), see our Advanced settings guide.

Launch and results

When you’re ready:

1. Click Launch to start your Phantom.
2. Once the run finishes, your contacts or companies will sync directly to Salesforce CRM.
3. Check the Results tab in the Phantom console for processing logs.

Export and input limits on the Free plan
If you’re on the Free plan or Free trial, some features are limited:
- CSV exports include only the first 10 rows of results.
- CSV download links (for dynamic viewing in Google Sheets or integrations) are not available.
- JSON exports are not available.
- CSV upload as an input method is not supported.
To unlock all features, you’ll need to upgrade to a paid plan.

What you give (Input) and What you get (Output)

This section gives you a detailed breakdown of everything you need to provide to run this Phantom, and everything you’ll receive once it completes.

What you give (Input)

What you get (Output)

Tips and troubleshooting

Common pitfalls

• Using a private spreadsheet (make sure it’s set to “Anyone with the link”).
• Using a Salesforce plan below Enterprise (no API access).
• Not enabling OAuth Username-Password flow.
• Incorrect field mappings.
• Missing or invalid username, password, or security token.

If you run into issues

• Check how to troubleshoot your phantom using Logs.
• Browse the Fix Issues & Troubleshoot Errors section for solutions to common problems.
• Review our Automation Rate Limits by Platform guide.
• Check our Best Practices for Social Media Automation guide.

Suggested automations

• LinkedIn Search Export → Build a list of leads, then sync to Salesforce.
• LinkedIn Profile Scraper → Extract complete profile data, including email addresses when available.
• AI Advanced Enricher → Qualify and score leads before CRM sync.