---
title: "Associate demo views to Salesforce entities"
slug: "/help/integrations/salesforce/associate-views-to-entities"
last_updated: "2025-04-10T14:28:24Z"
zendesk_id: 23756404556179
zendesk_url: "https://help.walnut.io/hc/en-us/articles/23756404556179-Associating-Demo-Views-to-Salesforce-Entities"
locale: "en-us"
category: "Connect and Optimize"
section: "Basic Salesforce Integration"
product: "integrations"
topic: "salesforce"
displayed_sidebar: "integrationsSidebar"
sidebar_position: 15
---

You must be an **Admin** or **Account Owner** to access this feature. 🔑 

[Learn more about Roles & Permissions](/help/account/users/roles-and-permissions).

When integrating Walnut with Salesforce, demo sessions will automatically sync into your Salesforce Accounts, Contacts, and Opportunities. 

### Associating Demo Views to SF objects

Demo views are pushed into your Salesforce entities only when a [demo session is identified,](/help/demos/personalize/variables/email-gates) or when a [demo was connected to an opportunity](/help/integrations/salesforce/connect-demos-to-opportunities) upon creation. 

The algorithm first checks to see if the demo viewer's email was collected when viewing the Walnut demo. From there the process goes as followed:

-   If **the email was collected,** it scans Salesforce for an identical contact. 
    -   If an identical contact is found in Salesforce, Walnut then checks to see if the contact is connected to one or more opportunities.
        -   If the contact is connected to **only one opportunity**, the demo data will be pushed to the **contact** and **opportunity** objects. 
        -   If the contact is connected to **more than one opportunity**, the demo data will be pushed to the **account** and **contact** objects. 
        -   If the contact is **not** connected directly to an **opportunity**, Walnut will be look for other opportunities in the account.
-   If the **email was collected**, but **no identical contact was found** in Salesforce, Walnut will try to find a similar contact (ie - another email address with the same domain)
    -   If Walnut finds similarity in another contact or account, the demo data will be pushed into the **Account** object.  
    -   If no similarity is found, we will search for a lead with this email address. In case found, we will push the demo activity to the lead entity  
        .
-   If **no email was collected** when the demo was viewed, Walnut will check to see if the demo was manually connected to an opportunity when it was created.
    -   If this is found to be true, the demo view data will be associated and pushed back to the **opportunity** object. 

### Important to Note 📝

-   If the demo viewer's email is collected, and the demo was manually connected to a specific opportunity upon creation, Walnut **will always push** the demo session data to that opportunity.
-   You can always disable this capability so that no demo data is pushed automatically. Disable the Demo-to-Deal sync through the integrations tab within the Walnut Platform.
-   Disclaimer: Our system does not match or attempt to associate sessions with non-work email domains. For example, if a demo viewer uses an email address such as 'name@gmail.com,' our algorithm will not match these sessions to Salesforce opportunities."

![](pathname:///images/1a82acd5c8a9ca8b.png)

-   You can test the connection by following these steps:
    1.  Enter Salesforce and create a new lead or find a lead that does not belong to an account
    2.  Navigate to Walnut
    3.  Choose a Demo with an Email Gate
    4.  View the Demo Fully
    5.  Return to Salesforce to verify that the task has been created at the lead level