Overview
While Salesforce provides many out-of-the-box fields that you can use to sync your data back and forth between Apollo, there may be data that is important to your business that you can't track with traditional metrics. For this reason, Apollo and Salesforce allow you to create custom fields to store that data.
In order to use bidirectional syncing between Apollo and Salesforce, you need to create a custom field in Salesforce and then link that field to a custom field in Apollo.
Create custom fields in Salesforce for each object type, like contacts, accounts, or deals, before you link them to to the corresponding field in Apollo.
Check out the following sections to link custom fields between Salesforce and Apollo.
Create a Custom Salesforce Field
To create a custom field in Salesforce, check out Create a Custom Field on Salesforce Support.
- Launch Salesforce and then click Quick Settings > Open Advanced Setup.
- Click Object Manager.
- Apollo supports custom fields for Account, Contact, Lead, and Opportunity fields. Select one of these options to create a custom field for that object type.
- Within the object, click Fields & Relationships.
- Click New to create a new custom field.
- Select the Data Type you want to use for your custom field, then click Next.
Select the same or similar data type in both Salesforce and Apollo to prevent data sync errors.
- Fill in the required and optional fields for your new custom field, then click Next.
- Configure the security details for your custom field, then click Next.
- Select the page layouts that should include your new custom field, then click Save.
You have now created a new custom field in Salesforce.
The new field appears under Fields > Relationships in Salesforce. You can now link this field to a custom Apollo field.
Map Custom Fields
To map a custom field from Salesforce to Apollo:
- Launch Apollo and click Settings > Integrations, then click Salesforce.
- Click Contacts, Leads, Accounts, or Deals, depending on the type of record you want to map.
- Click Fields.
- Click Add field mapping.
- Check the Apollo fields you want to map.
- Then click Add field.
- Map the fields between Apollo and Salesforce.
- When finished, click Save.
You have now mapped Apollo deals fields to Salesforce opportunity fields.
Apollo supports linking custom contact fields to either a Salesforce contact field or Salesforce lead field, depending on which option makes the most sense for your integration. You can also sync to both object types at the same time. If you decide to sync to both object types, the Apollo custom contact field automatically becomes read-only.
Next Steps
Ready to keep your Salesforce ↔ Apollo sync tight and tidy? Here are a few handy next steps for you and your team.
| Important Information about the Salesforce Integration | Give your team a solid foundation and review the key behaviors and limitations to avoid sync surprises down the line. |
|---|---|
| Integrate Salesforce with Apollo | If you're still wiring things up, connect Salesforce with Apollo end-to-end to keep activities, contacts, and accounts flowing cleanly between both systems from day one. |
| Configure Salesforce Pull Settings | You can tune Salesforce pull settings to control exactly when and how updates from Salesforce flow into Apollo so your reps always work from fresh, relevant records. |
| Configure Salesforce Push Settings | Next, configure Salesforce push settings to decide which Apollo changes write back to Salesforce so your CRM stays useful without getting spammed with noise. |
| Map Default Apollo Fields to Salesforce | Round things out by mapping default Apollo fields to Salesforce so core contact, account, and deal data always lands in the right spot before you layer on custom fields. |