I have installed the Salesforce App
I have all fields syncing between contacts, accounts etc.
I have setup the “Maintain lead and account ownership” section and it maps all the right Salesforce users with Intercom users. But….
The only field it will not update in intercom is the user/lead owner. This is the one field I need so new conversation are assigned to the correct person.
Has anybody come up against this before?
Answered
Salesforce app account owner sync issue
Best answer by Dara K
Hey
This is expected behaviour, the Salesforce app’s “Maintain lead and account ownership” does not set the Intercom contact owner or auto-assign conversations. It maps SF owners to Intercom teammates for reference/sync, but routing in Intercom must be done via a Workflow.
How to get the behaviour you want:
- Ensure SF owner data is synced onto the contact (e.g., salesforce_owner_email or salesforce_owner_id).
- Create a Workflow:
- Trigger: Conversation created (scope to channels you want)
- Condition: contact.salesforce_owner_email = teammate.email (or map on owner_id)
- Action: Assign conversation → that teammate
- Add a fallback branch (assign to team/round‑robin) if no owner is present
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