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Salesforce Contacts
Contacts are the people your team works with. When a new contact is added, ownership changes, or a key field is updated, WorkSights captures that activity and adds it to the timeline. This makes contact-level changes visible as part of the continuous record of how accounts are being worked, without requiring anyone to log activity manually.
For connection steps and an overview of how Salesforce activity works, see Salesforce Integration Overview.
How Contact Activity Appears
Contact activity appears within 10 minutes of the change in Salesforce.
Contact creation appears with the account name and contact name in the breadcrumb:
- ABC Inc > James Harrison > Contact created
The detail includes email address, phone, and job title at the moment of creation.
Contact updates appear when tracked fields change:
- Updated Contact: ABC Inc > James Harrison
The detail shows which fields changed, for example: Salesforce Contact update / Title: VP of Sales.
Contact activities appear in the Default (CRM) category.
What WorkSights Receives
Contact creation and updates appear within 10 minutes via the polling sweep. Owner changes are tracked on every contact by default. Admins can extend field history tracking to additional fields via Setup → Object Manager → Contact → Fields & Relationships → Set History Tracking, and WorkSights surfaces all of them automatically.
WorkSights backfills 30 days of contact history on first connection. Salesforce retains up to 18 months depending on your edition. If your team needs activity from further back, contact support via in-app chat with the time range you need.
What Is Not Captured
Contact deletions and merges are not currently captured. If a contact is deleted or merged in Salesforce, the existing activity history in WorkSights is retained but no deletion event appears on the timeline.
Field changes to fields not enabled for history tracking in Salesforce will not appear. Go to Setup → Object Manager → Contact → Fields & Relationships → Set History Tracking to review and extend what is tracked.