How to integrate Truelist with Salesforce

Truelist has a direct integration with Salesforce that validates the email addresses on your Contact records and writes the result back to a custom field. This guide walks you through setup and day-to-day management.

How the integration works

When you connect Salesforce, Truelist automatically creates a custom field called Truelist_Email_State__c on your Contact object. Truelist then fetches all of your contacts, runs each email address through its full validation pipeline, and writes the result back to that field on each contact record.

The field will be set to one of four values:

  • valid — The email address is valid and safe to send to.
  • risky — The email address may be valid but carries some risk (e.g. a disposable or role-based address).
  • invalid — The email address is invalid and should not be sent to.
  • unknown — Truelist could not determine the validity of the email address.

You can use Truelist_Email_State__c in Salesforce list views, reports, flows, and campaign filters to act on the results immediately.

After setup, Truelist can validate your contacts automatically on a weekly basis, or you can trigger a sync manually at any time.

Step-by-Step Setup

  1. Go to Settings → Integrations in your Truelist account.

  2. Find the Salesforce card under Available integrations and click Set up.

  3. Click Connect Salesforce.

    You will be redirected to Salesforce to authorize access. Log in with the Salesforce account that has permission to create custom fields on the Contact object (typically a System Administrator).

  4. Review the requested permissions and click Allow.

    Truelist will be redirected back and will automatically:

    • Create the Truelist_Email_State__c custom field on your Contact object
    • Create a TruelistIntegration permission set and grant it field-level access
    • Assign that permission set to your user

  5. Once setup completes, you will land on the Salesforce integration settings page.

  6. Click Sync now to kick off your first validation run.

Making Truelist_Email_State__c visible on Contact records

The custom field is created and populated automatically, but Salesforce does not add new fields to page layouts by default. To see the field on a Contact record:

  1. In Salesforce, go to Setup → Object Manager → Contact → Page Layouts.
  2. Open the page layout you use (e.g. Contact Layout).
  3. Drag Truelist Email State from the field list into the layout section where you want it to appear.
  4. Click Save.

The field will now appear on all Contact record pages.

Managing the Integration

Sync settings

Use the Status dropdown to control how syncing works:

  • Enabled, sync automatically — Truelist will validate your contacts on a weekly basis without any manual action.
  • Enabled, but sync manually — Syncing is enabled but will only run when you click Sync now.
  • Disabled — Syncing is paused. No new validations will run until you re-enable it.

Syncing now

Click the Sync now button to immediately kick off a validation of all your Salesforce contacts. Truelist skips addresses that were validated recently (within your revalidation window) and only runs validation on new or stale addresses, so credits are not wasted re-checking recent results.

Deleting the integration

Click the Delete Salesforce integration button to disconnect Truelist from your Salesforce org. This stops all syncing. It will not delete any data — the Truelist_Email_State__c field and all existing values remain on your contacts. You can reconnect the integration at any time.

Using validation results in Salesforce

Once a sync completes, each contact will have Truelist_Email_State__c updated. Here are common ways to act on the results.

Create a list view of invalid contacts

  1. Go to the Contacts tab in Salesforce.
  2. Click New to create a new list view.
  3. Add a filter: Truelist Email State equals invalid.
  4. Save the view.

Use this list to suppress, archive, or remove contacts with bad email addresses before your next campaign.

Build a report to audit your contact quality

  1. Go to Reports → New Report → Contacts.
  2. Add Truelist Email State as a column and as a grouping field.
  3. Run the report to see a breakdown of valid, invalid, risky, and unknown contacts across your org.

Suppress invalid contacts from campaigns

When building a Salesforce Campaign or syncing to a marketing tool, filter on Truelist_Email_State__c != 'invalid' to exclude contacts with bad email addresses and protect your sender reputation.

Use results in flows or automation

You can reference Truelist_Email_State__c in any Salesforce Flow, Process Builder rule, or Apex trigger. For example, automatically add contacts with invalid to a suppression list, or send an internal alert when a contact’s email state changes.

Frequently Asked Questions

Which Salesforce editions are supported?

Truelist works with any Salesforce org that supports OAuth 2.0 and the REST API — including Professional, Enterprise, Unlimited, and Developer editions.

Do I need to be a Salesforce administrator?

You need permission to create custom fields on the Contact object during the initial setup. After setup, running syncs does not require admin access.

How often will my contacts sync automatically?

When set to automatic, Truelist will sync your contacts once per week.

Will Truelist re-validate contacts it has already checked?

Yes. Truelist re-validates contacts according to the revalidation period configured in your validation settings. The default is 60 days.

Does Truelist validate all contacts or just new ones?

Each sync fetches all contacts. Truelist skips addresses validated recently (within your revalidation window) and only runs validation on new or stale addresses.

Will the integration modify any other contact data?

Truelist only writes to the Truelist_Email_State__c field. It does not modify any other fields, delete contacts, or change ownership of any records.

What happens if my Salesforce access token expires?

Truelist automatically refreshes your access token using the OAuth refresh token. If the refresh fails (for example, if your Connected App is revoked), the integration will be disabled and you will receive an email notification. Go to Settings → Integrations → Salesforce and reconnect to restore access.

Why can’t I see Truelist_Email_State__c on a Contact record?

The field exists in Salesforce but needs to be added to the Contact page layout manually. See Making the field visible above.

Can I use Truelist_Email_State__c in Salesforce reports?

Yes. The field behaves like any other text field in Salesforce and can be used in reports, list views, flows, and filters.