Lucid’s Salesforce integrations provide powerful features to unlock your Salesforce data, align your team, and close bigger deals faster. This article walks you through each of Lucidchart’s Salesforce offerings, including links to each integration’s resources.
Plan availability: Free, Individual, Team, and Enterprise.
- Not available on FedRAMP accounts.
- While some Salesforce integrations are available to all account types, advanced features and functionality are only available to Enterprise accounts.
- Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.
Salesforce architecture templates and shape library
If you are looking to design and visualize your Salesforce architecture, Lucid offers Salesforce architecture templates and a Salesforce architecture diagrams shape library to jumpstart the process for you. Check out this community post on Salesforce resources for manual diagramming in Lucidchart.
Salesforce schema ERD import 
If you want to build an entity relationship diagram from your Salesforce object model, Lucid offers an ERD Schema Import from Salesforce. To learn more about this Enterprise offering, read our Create an Entity Relationship Diagram in Lucidchart article.
Salesforce account mapping
If you are looking to visualize your path to sale through robust and dynamic account maps, check out Lucid’s Salesforce account mapping integration. There are a couple articles associated with this integration. Here is a breakdown of which article is applicable based on your role:
- For users: Salesforce account mapping integration for Lucidchart.
- For Enterprise admins (wanting to enable advanced features for your account): For admins: Customize the Salesforce account mapping integration for Lucidchart.
Compare basic and advanced features
Note: Usage of most features below requires valid Salesforce credentials and permissions.
| All Lucid users (Free+) | Enterprise only (requires admin setup) | |
| Import Contacts from Salesforce using a default set of fields (Name, Title, Email, etc.). | Available | Available |
| Bi-directional sync automatically pushes changes made in Lucidchart back to Salesforce, preserving data integrity. | Available | Available |
| Assign Opportunities and Contact Roles straight from Lucidchart. | Available | Available |
|
Import additional Salesforce data including Accounts, Opportunities, Leads, custom objects, and more. * Lucid admin set up required. |
Not available | Available |
|
Import custom Contact fields beyond the default set of fields. * Lucid admin set up required. |
Not available | Available |
| Create new Contacts within Lucidchart that are seamlessly synced back to Salesforce. | Not available | Available |
| Leverage Contact Kanban to automatically group Contacts by department, status, etc. | Not available | Available |
|
Access Lucid directly from Salesforce through a button set up on the Salesforce Account or Opportunity page. * Salesforce admin set up required. |
Not available | Available |
| Streamlined document sharing via a Salesforce section in the Lucid documents list. Folders represent Accounts and are automatically shared with all users in the Salesforce User Group. | Not available | Available |
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