What custom fields do I need to create in Salesforce for TrailSpark?

Create TrailSpark Score (text), Evaluation Date (DateTime), and Reasoning (Long Text Area) on Lead and Contact objects. Optionally add Propensity (text) on Account.

Can TrailSpark create new records in Salesforce?

Yes. Enable Create Records if Not Found in the destination settings. You can filter which score levels (Hot, Warm, Cold) trigger record creation.

Salesforce Destination - TrailSpark Docs

Overview

The Salesforce destination writes evaluation results to your Salesforce Lead, Contact, and Account objects. TrailSpark maps scores, reasoning, and evaluation dates to custom fields you define in Salesforce.

Prerequisites

Salesforce integration connected (Settings > CRM Integration > Connect tab)
Custom fields created in Salesforce for TrailSpark data
Admin or Owner role in TrailSpark
Field-level security in Salesforce allowing write access

Custom Fields in Salesforce

Create these custom fields on both the Lead and Contact objects:

Field Label	Suggested API Name	Data Type
TrailSpark Score	`TrailSpark_Score__c`	Text (values: hot, warm, cold)
TrailSpark Evaluation Date	`TrailSpark_Evaluation_Date__c`	DateTime
TrailSpark Reasoning	`TrailSpark_Reasoning__c`	Long Text Area

For account propensity, create on the Account object:

Field Label	Suggested API Name	Data Type
TrailSpark Propensity	`TrailSpark_Propensity__c`	Text (values: high_propensity, medium_propensity, low_propensity)

Configuration

Go to Settings > CRM Integration > Destinations tab.

Destination Settings

Send Evaluations to Salesforce -- Toggle to enable/disable the destination
Salesforce Integration -- Select which connected Salesforce instance to use
Create Records if Not Found -- When enabled, TrailSpark creates new Lead or Contact records if no match exists. You can filter which score levels trigger creation (Hot, Warm, Cold)

Field Mapping

The field mapping section has two tabs: Lead Object and Contact Object. For each, map three fields:

TrailSpark Field	Description
Score Field	Where the evaluation score is stored
Evaluation Date Field	Where the evaluation timestamp is stored
Reasoning Field	Where the AI reasoning is stored

TrailSpark loads your Salesforce field metadata automatically. Select fields from the dropdown -- fields appear with both their label and API name.

Account Propensity Score

The propensity score card configures where account-level propensity (high/medium/low) is written:

Account Propensity Field (primary) -- Written to the Account object when a linked Account exists
Lead Propensity Field (fallback) -- Written to the Lead object when no Account is linked

Both fields are optional.

Dual-Object Support

Salesforce stores people as Leads (unconverted) and Contacts (converted). TrailSpark matches by email address and writes to whichever object the lead exists on. You configure field mappings independently for each object.

Troubleshooting

Issue	Resolution
Field not in dropdown	Verify the field exists on the correct object and field-level security allows API access
Data not writing	Check that the destination is enabled, integration is connected, and no Salesforce validation rules are blocking the update
Wrong record updated	Review duplicate records in Salesforce -- TrailSpark matches by email

Next Steps

Evaluation Rules -- Filter which leads get scored
HubSpot Destination