Beginning September 2026 net-new customers will be able to use the new Salesforce integration process (ECA connection). Previously, the integration required uploading a managed package, but will now use the same connection as the ABM platform. Existing customers will be migrated to the new ECA connection in waves; there is no customer action required and no expected disruption to your work.
Net-new customers vs. existing customers
| Net-new, from September 2026 | Existing customers |
|---|
Salesforce connection | One setup shared with ABM. No separate AI Email OAuth. | Starts on the legacy AI Email connection. Moves once selected for a migration wave. |
Prerequisite | ECA app installed and RTI enabled on the org. | ABM side must already be on ECA. AI Email cannot migrate before that. |
Who executes | Integrations and Onboarding team, same as ABM setup today. | Engineering, working from a readiness check and a per org rollout plan. |
Customer action required | Standard Salesforce setup, once instead of twice. | ECA app installed and RTI enabled on the org. |
Reports based enrollment | Works as it does today. | Works as it does today. No change before, during, or after migration. |
Campaign sync | Available once the org is on ECA with RTI confirmed. Separate toggle. | Same. Eligibility follows migration, it is not automatic. |
Custom field names used in integration
Customer Cohort | Contact Object | Lead Object | Campaign Member Object (new) |
|---|
Customers who installed package before September 2025 These fields are for the lead and contact objects coming from the managed package | 6sense Conversational Email Status: sw01_status__c 6sense Conversational Email Last Synced Time: sw01_last_synced_at__c 6sense Conversational Email Campaign Name: sw01_campaign_name__ 6sense Conversational Email Campaign Status: sw01_campaign_status__c 6sense Conversational Email Campaign Creator: sw01_campaign_creator_c 6sense Conversational Email Campaign URL: sw01_campaign_url_c
| 6sense Conversational Email Status: sw01_status__c 6sense Conversational Email Last Synced Time: sw01_last_synced_at__c 6sense Conversational Email Campaign Name: sw01_campaign_name__c 6sense Conversational Email Campaign Status: sw01_campaign_status__c 6sense Conversational Email Campaign Creator: sw01_campaign_creator_c 6sense Conversational Email Campaign URL: sw01_campaign_url_c
| AI Email Lead Status: sixsense_email_status__c AI Email Last Synced Time: sixsense_email_last_synced_at__c AI Email Campaign URL: sixsense_email_campaign_url__c AI Email Campaign Name: sixsense_email_campaign_name__c AI Email Campaign Status: sixsense_email_campaign_status__c AI Email Campaign Creator: sixsense_email_campaign_creator__c
|
Customers who installed package between September 2025 - Aug 2026 These fields are for the lead and contact objects coming from the managed package | Conversational Email Lead Status: sixsense_ce__status__c Conversational Email Last Synced Time: sixsense_ce__last_synced_at__c Conversational Email Campaign URL: sixsense_ce__campaign_url__c Conversational Email Campaign Name: sixsense_ce__campaign_name__c Conversational Email Campaign Status: sixsense_ce__campaign_status__c Conversational Email Campaign Creator: sixsense_ce__campaign_creator__c
| Conversational Email Lead Status: sixsense_ce__status__c Conversational Email Last Synced Time: sixsense_ce__last_synced_at__c Conversational Email Campaign URL: sixsense_ce__campaign_url__c Conversational Email Campaign Name: sixsense_ce__campaign_name__c Conversational Email Campaign Status: sixsense_ce__campaign_status__c Conversational Email Campaign Creator: sixsense_ce__campaign_creator__c
| AI Email Lead Status: sixsense_email_status__c AI Email Last Synced Time: sixsense_email_last_synced_at__c AI Email Campaign URL: sixsense_email_campaign_url__c AI Email Campaign Name: sixsense_email_campaign_name__c AI Email Campaign Status: sixsense_email_campaign_status__c AI Email Campaign Creator: sixsense_email_campaign_creator__c
|
New new customers who joined after September 2026 These fields are created as custom fields directly on the lead and contact objects | AI Email Lead Status: sixsense_email_status__c AI Email Last Synced Time: sixsense_email_last_synced_at__c AI Email Campaign URL: sixsense_email_campaign_url__c AI Email Campaign Name: sixsense_email_campaign_name__c AI Email Campaign Status: sixsense_email_campaign_status__c AI Email Campaign Creator: sixsense_email_campaign_creator__c
| AI Email Lead Status: sixsense_email_status__c AI Email Last Synced Time: sixsense_email_last_synced_at__c AI Email Campaign URL: sixsense_email_campaign_url__c AI Email Campaign Name: sixsense_email_campaign_name__c AI Email Campaign Status: sixsense_email_campaign_status__c AI Email Campaign Creator: sixsense_email_campaign_creator__c
| AI Email Lead Status: sixsense_email_status__c AI Email Last Synced Time: sixsense_email_last_synced_at__c AI Email Campaign URL: sixsense_email_campaign_url__c AI Email Campaign Name: sixsense_email_campaign_name__c AI Email Campaign Status: sixsense_email_campaign_status__c AI Email Campaign Creator: sixsense_email_campaign_creator__c
|
FAQ
Do I need to do anything to update the integration?
No. Install the ECA app and enable RTI on the ABM side, which most customers will already have done. AI Email's move is handled entirely by engineering after that.
Will I lose data or history?
No, lead, campaign, and activity records do not move.
Is Campaign Sync enabled once migrated?
No. Migration makes an org eligible for campaign sync, but it must be enabled with a toggle in settings.
Additional Resources
Salesforce Setup Checklist for AI Email Integration
Automate Contact Import and Enrollment from Salesforce to AIE
AI Email Integration with Salesforce Report Types
Enable Salesforce Auto-Enrollment into an AI Email Campaign
Map Lead Owner Field in AI Email to Salesforce
Sync Lead Owners from Salesforce to AI Email
Map AI Email Contact and Account Fields to Salesforce
Use Salesforce Fields as Merge Tags in AI Email
Sync Do Not Contact Records Between Salesforce and AI Email
AI Email – Salesforce Configuration Errors
AI Email – Salesforce Import and Enrollment Errors
AI Email – Salesforce Integration Log Errors
AI Email – Salesforce Integration Log
AI Email – Salesforce Required User Permissions
AI Email – Salesforce Object Integration Permissions
Disconnect Salesforce CRM Integration from AI Email
Integrate AI Email with Salesforce
Parts of this article are no longer relevant. Everything from Step 4 onward, report connection through review, still applies.
Sync AI Email Data to Salesforce
Parts of this article are no longer relevant. Status table, email sync, and sync settings toggles still apply. Field API names shown are the package ones, not sixsense_email_*.
AI Email – Salesforce Integration Details and Requirements
Parts of this article are no longer relevant. The packages section instructs you to use Managed Package v2 and says to not manually create these fields, which contradicts the ECA path and should be ignored. Editions, API, and permissions sections are still correct.