Prerequisites
Before connecting, confirm the following:- You have Salesforce System Administrator access, or your profile has API access enabled and object-level permissions to create custom fields.
- Your Salesforce edition is Professional or above — API access is required and is not available on Essentials plans.
What syncs
DemoKraft AI writes data to Salesforce based on whether the visitor is new or already a known contact:- New visitors (email not matched to an existing record) → new Lead record
- Known contacts (email matched to an existing Contact) → existing Contact record updated, plus a new Activity (Task) record logged
| Field | Object | Type |
|---|---|---|
DemoKraft_Qualification_Score__c | Lead / Contact | Number |
DemoKraft_Last_Session_Date__c | Lead / Contact | Date/Time |
DemoKraft_Session_Outcome__c | Lead / Contact | Picklist (Meeting Booked / Trial Started / No Action) |
DemoKraft_Content_Watched__c | Lead / Contact | Long Text Area |
DemoKraft_Questions_Asked__c | Lead / Contact | Long Text Area |
Setup
Connect your Salesforce org
Go to Settings → Integrations → Salesforce and click Connect. Choose your environment — Production or Sandbox — then complete the Salesforce OAuth flow. Salesforce System Administrator access is required to grant the permissions DemoKraft AI needs.
Let custom fields install automatically
On the first session sync, DemoKraft AI installs the five custom fields listed above on both the Lead and Contact objects. No manual field creation is needed. To make them visible in record views, go to Salesforce Setup → Object Manager → Lead → Page Layouts and add the
DemoKraft_ fields to your layout.Configure record creation rules
Set how DemoKraft AI handles incoming session data:
Choose Create as Lead for new visitors and Match by email for contact matching to get started quickly.
| Setting | Options |
|---|---|
| New visitors | Create as Lead / Create as Contact / Do not create |
| Contact matching | Match by email / Match by email + company domain |
| Lead assignment | Unassigned / Assign to record owner / Use active lead assignment rules |
Enable opportunity tracking (optional, Enterprise)
On Enterprise plans, enable opportunity tracking to attribute revenue to demo sessions. When a matched Contact has an open Opportunity, DemoKraft AI logs session data as an Activity on the Opportunity and adds
DemoKraft_Qualification_Score__c as a custom field — enabling closed-deal attribution reporting in Salesforce.Using the data in Salesforce
Lead scoring
Lead scoring
Use
DemoKraft_Qualification_Score__c as a filter in Lead list views to surface your highest-intent prospects first. You can also feed this field into Salesforce’s native Lead Scoring or Einstein Lead Scoring models to improve overall prioritisation across your pipeline.Reports and dashboards
Reports and dashboards
Build a Salesforce report on the Lead or Contact object, filter for records where
DemoKraft_Last_Session_Date__c is not blank, and group by DemoKraft_Session_Outcome__c. Add average DemoKraft_Qualification_Score__c as a metric to give your sales manager a real-time view of demo-influenced pipeline.Workflow and Process Builder triggers
Workflow and Process Builder triggers
Create a Salesforce Flow that triggers when
DemoKraft_Qualification_Score__c is updated above your threshold. Use it to notify the account owner, change lead status to “Sales Accepted Lead”, or add the record to a Salesforce Cadence for automated outreach.Troubleshooting
API access error on connect
API access error on connect
Ensure the Salesforce user completing the OAuth flow has the API Enabled permission in their profile. If you are on Salesforce Essentials, upgrade to Professional or above — API access is not available on Essentials plans.
Lead records not created
Lead records not created
Check that your record creation rule is set to Create as Lead for new visitors. If it is set to Do not create, no Lead records will be generated. Also confirm that the session captured the visitor’s email — anonymous sessions without an email address cannot create Salesforce records.
Custom fields not visible on layout
Custom fields not visible on layout
Custom fields are installed automatically but are not added to page layouts. Go to Salesforce Setup → Object Manager → Lead → Page Layouts and drag the five
DemoKraft_ fields onto the layout. Repeat for the Contact object layout.Duplicate leads
Duplicate leads
Enable Salesforce’s built-in Duplicate Management rules for the Lead object in Salesforce Setup → Duplicate Management. In DemoKraft AI, set your contact matching rule to Match by email before creating records to prevent duplicates from forming in the first place.