In order for the automatic Salesforce sync to work with Yesware (available on our Enterprise plan), we do require that you have API integration, which is available on Group, Professional, Enterprise, or Unlimited editions of Salesforce. Enterprise and Unlimited editions of Salesforce will automatically have API integration. For Group and Professional accounts to access API integration, you must contact Salesforce to ask for this feature. There might be an additional cost for the API integration.

We are not compatible with the non-profit version of Salesforce as this version does not utilize "Contact" and "Lead."