1. Review and update the Salesforce Send to CollegeVine boolean field
In the Salesforce API setup, which records get sent to us is determined by a specific boolean (true/false) field. This means:
To update which leads you send, you don’t need to change the integration connection — you just need to update the value of the boolean field on the correct records.
The name of this field varies by institution as is something you choose in setup
Make sure you clearly define which records should now have the field marked as
truebased on your updated strategy.
→ Important: Update your internal logic, automation rules, or manual processes so only the correct records are flagged with true on the boolean field.
2. Confirm required fields in the API integration
Even though the Salesforce API integration automatically sends records based on the boolean field, you still need to ensure that each record includes all required fields in the API payload.
Required fields:
First Name
Last Name
Email Address
Phone Number (if available)
Class Year / Admissions Year
Any segmentation fields tied to your targeting (e.g., intended major, geographic region)
(Refer to our full guide on required and recommended fields here
3. Validate the API integration
Since the Salesforce API integration runs automatically once records are marked as true:
Review the integration configuration to confirm which boolean field is used to select records for upload.
Run a test update by marking a small batch of new leads as
trueand checking that they flow correctly through the integration.Confirm that the API payload matches the required format, including all necessary fields, for smooth processing.
Final technical checklist
Have you updated which records are marked as
truein the boolean field?Are you targeting the correct admissions year, programs, and segments for this term?
Are all required fields populated?
Have you validated that the updated records flow correctly through the API integration?
Has your team signed off on the final record selection logic before large-scale uploads?