Introduction

As enterprise organizations grow, it's common for different teams or business units to use separate Salesforce accounts to manage their marketing automation workflows. However, until now, Goldcast allowed only a single Salesforce integration per account—creating friction for companies that needed more flexibility across departments or brands.

With the Team-Level Integration for Salesforce, Goldcast now supports connecting multiple Salesforce instances within a single Goldcast account. This powerful feature enables each team in your organization to connect its own Salesforce account, manage field mappings independently, and ensure that event data is synced to the correct Salesforce workspace—all without interfering with other teams' configurations.

This functionality is especially valuable for customers using Team Workspaces, allowing each team to:

• Operate with autonomy using their designated Salesforce instance
• Sync event data cleanly and accurately to the right Salesforce programs
• Maintain a unified experience across Goldcast while preserving team-specific integration needs

By enabling granular control and scalability, Team-Level Integration for Salesforce helps enterprise customers maximize their operational efficiency and data accuracy across marketing workflows.

Step-by-Step Guide to Team-Level Integration

The following are the steps to add team-level integration:

1. Log in to a Goldcast Studio platform.
2. Navigate to Integrations module.

3. Click Visit Marketplace to add a new Salesforce instance.

4. Provide a suitable title.
5. Click Install.

6. Install the latest version of Goldcast's Salesforce Managed Package into your Salesforce account and click Next.

7. Choose a Salesforce account from the dropdown and click Finish. Upon clicking this button, authentication is successful, and a new instance is successfully added and enabled.

Let's now assign this instance to a Team Workspace.

Assign Salesforce Instance to Team Workspace

The following are the steps to assign a Salesforce instance to a team workspace:

1. Navigate to Settings module.
2. Go to Team Workspaces section.
3. Open the desired workspace.

4. Scroll down and choose an instance from the Salesforce integration's dropdown.
5. Click Save. Upon clicking this button, a Salesforce instance gets successfully assigned to your Team Workspace.

Enable Salesforce Instance

If you want to enable the already disabled Salesforce instance, then perform the following steps:

1. Open your Salesforce instance.

2. Click Enable button present at the bottom. Upon clicking this button, a Salesforce instance gets successfully enabled.