How to Configure the Salesforce Integration

This guide walks through how to configure the Salesforce → Tatango integration to automatically sync contacts into Tatango for SMS/MMS messaging and keep opt-outs synchronized back to Salesforce for compliance.

What This Integration Does

The Salesforce integration allows you to:

Sync contacts, leads, or accounts from Salesforce into Tatango using a Salesforce Report
Automatically add or update subscribers in a Tatango list on a daily schedule
Sync SMS opt-outs from Tatango back to Salesforce in real time
Map Salesforce fields to Tatango custom fields for segmentation and personalization

Sync schedule: Daily at 12:00 PM Eastern

Data flow:

Salesforce → Tatango (scheduled report sync)
Tatango → Salesforce (real-time opt-out webhook)

Before You Start

You’ll Need

A Salesforce account with:
- Reports access
- API access
- Permission to read and update Contacts, Leads, or Accounts
A Tatango account with the Salesforce integration enabled
A Tatango list where subscribers will be synced

⚠️ Important:

All Salesforce fields you want to sync (except Phone and Record ID) must already exist as custom fields in your Tatango list before setup.

Recommended Fields to Include

Required Fields

These are required for the integration to function correctly:

Salesforce Field	Tatango Field	Purpose
Contact ID / Lead ID / Account ID	contact_id (custom field)	Required for opt-out sync back to Salesforce
Any phone field (MobilePhone, Phone, HomePhone, etc.)	Phone Number	Required to create/update subscribers

Strongly Recommended Fields

These fields enable personalization and segmentation:

Salesforce Field	Tatango Field	Use Case
FirstName	First Name	Message personalization
LastName	Last Name	Message personalization
Email	Email	Multi-channel coordination
MailingPostalCode	Zip Code	Geographic targeting

Recommended Giving & Engagement Fields (Nonprofits)

Salesforce Field	Tatango Custom Field	Use Case
Total_Gifts	total_gifts	Major donor segmentation
Largest_Gift	largest_gift	High-value targeting
Last_Gift_Date	last_gift_date	Lapsed donor campaigns
Donor_Status	donor_status	Active / Lapsed targeting
Recurring_Donor	recurring_donor	Sustainer messaging
Volunteer_Status	volunteer_status	Volunteer outreach
Constituent_Type	constituent_type	Board, donor, alumni, etc.

Step 1: Prepare Salesforce

Create Opt-Out Fields (If Needed)

If you don’t already track SMS opt-in/opt-out status in Salesforce, create fields on the object you’re syncing (Contact, Lead, or Account).

Recommended setup (Single Field)

Field Name: SMS Status
API Name: SMS_Status__c
Type: Picklist
Values: Subscribed, Unsubscribed, Unknown

Alternative (Dual Field)

SMS_Opt_In__c (Boolean)
SMS_Opt_Out__c (Boolean)

Optional

SMS_Opt_Out_Date__c (Date/Time)

Create a Salesforce Report

This report controls who is synced to Tatango.

Your report must include:

At least one phone field
Contact ID, Lead ID, or Account ID
Any additional fields you want to sync

Tips:

Use report filters to exclude board members, DNC contacts, or other segments
For delta updates only, filter by Last Modified Date = Yesterday
Run or save the report before integration setup so it appears in the selector

Step 2: Prepare Tatango

Create Custom Fields in Tatango

Before starting the integration setup:

Go to Lists
Select your destination list
Navigate to Settings → Custom Fields
Create custom fields for every Salesforce field you plan to map
Ensure a custom field exists for:
- contact_id, account_id, or lead_id (required)

Field names should closely match Salesforce field names for clarity.

Step 3: Configure the Integration in Tatango

Connect Salesforce

Go to My Account → Integrations
Select Salesforce
Click Connect
Log in to Salesforce and approve access

Select Object Type

Choose the Salesforce object you want to sync:

Contact
Lead
Account

This also determines which records will be updated on opt-out.

Configure Opt-Out Logic

Choose how Tatango opt-outs update Salesforce.

Single-Field Mode

Select the field (e.g. SMS_Status__c)
Select field type
Enter the exact value to set on opt-out (e.g. Unsubscribed)

Dual-Field Mode

Select opt-in field and value (e.g. false)
Select opt-out field and value (e.g. true)

Optional: Enable opt-out date tracking and select a date field.

Select Salesforce Report

Choose the Salesforce report you created earlier.

If you don’t see it:

Go back to Salesforce
Run or save the report
Refresh the setup wizard

Select Tatango List

Choose the Tatango list where subscribers should be synced.

Map Fields

Required mappings:

Record ID → contact_id/account_id/lead_id
ALL phone fields → Phone Number

Optional mappings:

Map any additional Salesforce fields to Tatango custom fields

You can map multiple Salesforce phone fields to “Phone Number.”

The integration automatically selects the first valid mobile number.

Apply a Custom Tag

After mapping fields, you can optionally configure a custom tag to be applied to every subscriber synced from this Salesforce report.

How It Works

Enter a string value (for example: lapsed_donors, recurring_donors, event_attendees)
Every subscriber added or updated by this integration instance will be tagged with that value
Tags are applied on every sync, ensuring they stay consistent over time