This article explains which Salesforce objects and fields Reachdesk reads from and writes to. Access always depends on the permissions of the Salesforce user connected to Reachdesk. If that user doesn’t have access to a field or object, Reachdesk can’t read from or write to it.
How Reachdesk uses Salesforce field access
Reachdesk interacts with Salesforce via Activity Logging and Contact Sync. We only read fields beyond the standard set when they're specifically used in automation rules for Automated Campaigns or ROI reporting (Insights).
Salesforce objects and fields
Lead & Contact
| Type | Fields | Note |
| READ | First Name, Last Name, Company Name, Email Address, Mailing Address. | Also reads personalEmail, workEmail, and any field used in Automated Campaigns. |
| WRITE | Gift Cost | We write to a mapped custom field if configured in Integrations > Salesforce Advanced Options. |
Opportunity
| Type | Fields | Note |
| READ | Name, Account Name, Stage, Type, Close Date, Created Date, Amount. | Used for ROI Reporting and mapping the Company_provider_id to the Salesforce Account ID. |
Campaign
| Type | Fields | Note |
| READ | Name | When searching during the "Sync Gift Activity" setup |
| WRITE | ActualCost | If "Sync campaign cost" is enabled in Salesforce Advanced Options. |
Campaign Member
| Type | Fields | Note |
| READ | Status and any field used in automation rules | |
| WRITE | Status Campaign ID / Contact ID / Lead ID | Updated based on mapping in Campaign Settings Written when creating a new member for a recipient |
Task
| Type | Fields | Note |
| READ | ||
| WRITE | Assigned to Subject Due Date Status WhoId | Represents the Sending User Format: Date gift was sent Based on mapping Represents the recipient (Lead or Contact) |
Detailed Logic & Workflows
Warehouse Item Cost Configuration
For accurate ROI, you must manually set item costs for warehouse inventory.
Enable: Go to Integrations > Salesforce Advanced Options and toggle "Apply item cost to total spend and ROI."
Set Cost: Go to Inventory > [Item Page] and enter the Unit Cost.
Retroactive vs. Future Updates
Scenario A (New Cost): If an item had no previous cost, adding one now will update the Total Spend and ROI for all historical sends.
Scenario B (Updated Cost): If an item already had a cost and you change it, the new price only applies to future sends. Historical data stays the same.
When Reachdesk creates Tasks
Reachdesk automatically logs a task when a gift is sent via:
Automated Campaign: Using the integration user.
A Manual Send: When the recipient was searched and selected via the Salesforce integration in the recipient step.
The Chrome Extension/Widget: When the sender is on a Salesforce record page.
Note: Reachdesk will not create a task if the recipient was manually typed in or uploaded via CSV without being linked to a Salesforce record during the send.
Frequently Asked Questions
Does Reachdesk create new leads or contacts?
No. Reachdesk only interacts with existing records. If a record doesn't exist, we can't log activity or sync costs to it.
When does the Campaign Member status update?
It updates in real-time as the gift status changes (e.g., from "Sent" to "Claimed"), provided you have configured Member Status Mapping in your Reachdesk campaign settings.
What if my Salesforce user doesn't have "Edit" permissions?
Reachdesk will fail to log tasks or sync costs. Ensure the connected Salesforce user has both Read and Write access to the objects listed above.
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