Ownership mappings help you control how contacts and their activities – such as emails, calls, and LinkedIn steps – are assigned among team members when syncing between Reply and Salesforce. This is especially useful when multiple people on the same team work with synced contacts.
How ownership mappings work
💡Note: To access the Ownership mappings section in sync steps, make sure Team Edition is enabled for your team or that you are a team owner in Private mode.
For each sync step and direction, you can map Salesforce owners to Reply owners. This defines who will receive and manage the synced contacts and activities.
Ownership mappings are configured separately for each sync step, so you need to set them up for each flow you use, including activities like emails or calls.
By default, the connected Salesforce account is mapped to the Reply account used for the integration. You can update this and create multiple owner pairs if needed.
For Salesforce → Reply sync, each Salesforce owner can be mapped only once, while Reply owners can be selected multiple times. For Reply → Salesforce sync, each Reply owner can be mapped only once, while Salesforce owners can be selected multiple times.
Set up ownership mappings
To map the owners:
Go to Integrations → Salesforce.
Open the sync step and click Configure.
Click on Add owner mapping in the Ownership mappings section.
Match Salesforce owners with Reply owners.
Click Save.
You can also click Save and apply for all steps to use the same mappings across all sync steps.
Important notes
Do not use Owner ID filters together with ownership mappings. These settings conflict and may prevent contacts from syncing correctly.
Make sure you do not have Automatic Assignment rules set up in Salesforce, as they can interfere with ownership mappings configured in Reply.
Ownership mappings might change contact ownership in Reply.
In the People to sequence section, select only owners that are included in your ownership mappings. If an owner is not mapped, contacts will not be assigned to them or added to sequences.
If you're working in a team, set up the integration from the team owner's account and map other team members using ownership mappings. This helps avoid conflicts if the integration is also enabled for other teammates.