If you’re here, you probably work with Salesforce, have heard about Luna, and want the two to talk to each other without making your life harder. Maybe your team is chasing leads, closing deals, or just trying to stop tasks from falling through the cracks. Either way, you want a real integration—not another dashboard you have to babysit.
This guide cuts through the noise. We’ll walk step-by-step through connecting Luna with Salesforce, setting up a workflow that actually helps, and flagging the gotchas nobody mentions until you’re already frustrated.
Who This Is For
- Salesforce admins, sales ops, RevOps folks, or tech-savvy sales managers
- Anyone tired of copy-pasting between tools
- People who want actionable steps, not marketing speak
If you’re hoping for a magic button, sorry—there’s a little setup. But I’ll make sure you avoid the usual rabbit holes.
Step 1: Get Your Accounts in Order
Before you touch any settings, get your logins and permissions sorted.
- Luna: Make sure you have admin or integration-level access. Regular user accounts usually can’t set up integrations.
- Salesforce: You’ll need a Salesforce account with permission to manage integrations and add apps (usually “System Administrator” profile).
Pro tip: If you’re not sure what level of access you have, check with your Salesforce admin first. Saves you 30 minutes of head-banging later.
Step 2: Map Out What You Actually Want to Automate
Don’t just wire everything together and hope for the best. Take five minutes to write down:
- What data needs to flow between Luna and Salesforce?
- Do you want new Luna tasks to show up as Salesforce tasks, or just as records?
- Should updates in Salesforce trigger anything in Luna (and vice versa)?
What works: Start small—sync leads or contacts first. You can always add more later.
What to ignore: Don’t try to sync every field. It’s a mess waiting to happen.
Step 3: Connect Luna to Salesforce
This is the “official” handshake. How you do it depends on Luna’s integration options.
Option A: Native Integration (Best Case)
If Luna has a built-in Salesforce connector (most modern SaaS tools do), here’s the usual drill:
- Log into Luna.
- Head to Settings → Integrations → Salesforce.
- Click “Connect” or “Authorize.”
- You’ll be taken to Salesforce—log in and grant permissions.
What works: Native integrations are usually the simplest and most stable. They’re maintained by Luna, not by a third-party.
What doesn’t: Sometimes these integrations are weirdly limited—only syncing certain objects, or missing custom field support. Check the docs before you get too excited.
Option B: Zapier, Make, or Similar (When Native Isn’t Enough)
If native integration won’t cut it, or you need more control:
- Create accounts on a service like Zapier or Make (formerly Integromat).
- Set up a new Zap (or scenario) with Luna as the trigger or action, and Salesforce as the other half.
- Authenticate both accounts.
- Pick the triggers (e.g., “New Luna Task”) and actions (e.g., “Create Salesforce Task”).
What works: More customization, especially for non-standard flows.
What to ignore: Don’t try to build a full CRM sync through Zapier. It’ll break or get expensive fast.
Option C: Custom API (For the Brave)
If you need something really custom, both Luna and Salesforce have APIs. But unless you’re comfortable with REST, OAuth, and handling Salesforce’s quirks, stick with A or B.
Step 4: Set Up Your Data Mapping
This is where most integrations go sideways.
- Match up Luna fields (like “Task Name,” “Due Date”) with Salesforce fields (“Subject,” “Activity Date”).
- Decide what happens if a field doesn’t match (skip it, leave it blank, or use a default).
- Test with a handful of records first—don’t sync your entire database on day one.
Pro tip: Write down your mappings in a shared doc. You’ll thank yourself when you troubleshoot later.
What works: Mapping only what you need. The less you sync, the less can break.
What doesn’t: Syncing custom objects or fields without double-checking API names. Salesforce loves to trip you up here.
Step 5: Test with Real Data (Not Just Dummy Entries)
- Create a new record in Luna and see if it shows up in Salesforce (or the other way around).
- Check for field mismatches, missing data, or weird formatting.
- If you see errors, don’t panic—read the error messages. Most of the time, it’s a permissions thing or a field mapping issue.
What works: Testing with real, low-stakes data. Don’t use your CEO’s account for the first sync.
Step 6: Automate the Boring Stuff
Once you know the basics work, set up automations:
- Assign new leads from Luna to sales reps in Salesforce automatically.
- Trigger follow-up tasks in Luna when a deal moves to a new stage in Salesforce.
- Set up error notifications (email, Slack, whatever) so you know if something breaks.
What works: Automating repetitive, boring handoffs. Saves hours every week.
What to ignore: Anything that needs too many exceptions. If you’re building a flowchart with 20 “if this, then that” branches, rethink your process.
Step 7: Train Your Team (But Don’t Overcomplicate)
- Show them what’s new: where to find Luna-created tasks in Salesforce, or vice versa.
- Explain what not to do (like editing certain synced fields).
- Keep the documentation short—a one-pager is better than a 40-slide deck.
Pro tip: Ask for feedback after the first week. If people are still confused, you missed something.
Step 8: Monitor, Tweak, and Don’t Trust “Set It and Forget It”
- Check your integrations weekly for the first month. Stuff breaks—APIs change, permissions get tweaked, or records get stuck.
- Keep an eye on error logs or failed syncs.
- Add new automations only when the basics are running smoothly.
Honest Takes: What You Should Know
- It’s not instant magic. Even the best integrations need fine-tuning. Don’t expect perfection out of the box.
- Less is more. Syncing fewer fields and objects means fewer headaches.
- Keep a human in the loop. Automate what you can, but make sure someone’s watching for when things go sideways.
- Documentation matters. Save your field mappings, error messages, and “gotchas”—future-you will appreciate it.
Wrapping Up: Keep It Simple, Iterate Fast
The most successful integrations aren’t the most complex—they’re the ones people actually use. Start with one or two automated workflows between Luna and Salesforce. Make sure they work, then build from there. Don’t buy into the hype that you can automate everything on day one. If something feels clunky, it probably is—fix it before moving on.
Bottom line: Set it up, keep it nimble, and let real usage guide your next steps. Good luck—and don’t be afraid to tear it down and start fresh if it gets messy. That’s half the battle.