Stop reconciling data by hand and always work from the same, up-to-date information with two-way Salesforce sync for Contacts and Companies. The integration includes AI capabilities so that AI agents can read from and act on Salesforce tools and data directly.
A single source of truth, across Salesforce and Wildman Web Solutions
Connect Salesforce and pick what to sync. From there, the integration keeps Contacts and Companies synced across both platforms automatically. Updates made in Salesforce appear in the Wildman Business Center within minutes, and updates made in Business Center flow back to Salesforce the same way.
Note: Deletions in one system do not automatically delete records in the other.
AI Employees can work across both platforms
AI employees can now interact with Salesforce tools and data directly to further reduce the time your teams spend on admin, giving them more time for revenue-generating efforts. As soon as the connection is made, it automatically discovers what’s available in Salesforce and registers the corresponding AI functions, prompts, and capabilities.
Salesforce as an MCP endpoint – AI assistants can directly interact with Salesforce tools and data.
Auto-registered AI functions – Salesforce tools, creates AI functions, prompts, and capabilities are automatically discovered upon connection.
Re-running it won’t create duplicates, so updates flow through cleanly. There’s no extra setup; connect Salesforce, and your AI workflows can use it right away!
Why it matters
Many teams rely on Salesforce and Wildman Web Solutions side by side to manage customer relationships, and without automation, keeping the two aligned takes manual work and creates room for error. This integration removes that friction by:
- Eliminating manual data entry across systems
- Keeping Contact and Company information accurate and up to date
- Reducing duplicate and conflicting records
- Giving sales, marketing, and fulfillment teams a consistent source of truth
- Letting AI assistants act on Salesforce tools and data without custom integration work
How to access
Connect Salesforce
- Navigate to Administration > Integrations > Browse
- Select “Salesforce” and click “Add Connection”
- In the pre-connect form, choose the desired sync options and click “Continue.”
- Authorize the connection using “Salesforce OAuth.”
- Confirm that sync is enabled for “Companies” and “Contacts” on the Connection’s configuration page.
Verify sync
- Create or update Company or Contact in Salesforce, and confirm it appears in Wildman Business Center.
- Create or update a Contact or Company in Business Center, and confirm it appears in Salesforce
- Changes should sync within minutes.
FAQs
What does the Salesforce integration do?
It enables two-way sync of Contact and Company information between Salesforce and Wildman Business Center, keeping data consistent across platforms.
What data is included in the sync?
Currently, Contacts and Companies. Future updates may expand to additional data types.
Do AI tools work with Salesforce automatically after I connect?
Yes. As soon as the integration runs, Salesforce becomes available to AI assistants—no extra setup needed.