Integrations/Salesforce

Salesforce

CRM Your CRM, supercharged with AI retention intelligence.

The Salesforce integration is the backbone of Cust for most teams. It provides bi-directional sync between your CRM and Cust, pulling account data, contacts, and opportunity history while pushing back AI-generated health scores and retention insights.

Your team works in Salesforce - Cust makes sure they see retention signals right where they already live. No context-switching, no extra dashboards to check.

What you get

Bi-directional Sync

Pull account data from Salesforce and push health scores, risk flags, and retention actions back automatically.

Custom Field Mapping

Map any Salesforce field to Cust - ARR, renewal dates, CSM assignments, custom objects, and more.

Activity Logging

Every retention action Cust recommends or your team takes gets logged as a Salesforce activity automatically.

How it works

1

Connect your Salesforce org

Authorize Cust via Salesforce's secure OAuth. Works with Sales Cloud, Service Cloud, and custom orgs.

2

Configure field mappings

Map the account fields that matter most for retention - ARR, contract dates, health indicators, and segments.

3

Go live in minutes

Cust syncs your accounts and begins generating health scores using your CRM data immediately.

Ready to connect Salesforce?

See how Cust uses Salesforce data to keep more customers.

Book a Demo