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  3. Salesforce

Integrate Salesforce with Apollo

Article author
Apollo Team
Updated

Overview

If you have data in Salesforce that you want to make available in Apollo, or if you want to keep your data in Apollo synchronized with data in Salesforce, you need to integrate Salesforce with Apollo.

Check out the following sections to connect Salesforce to Apollo.

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Before You Start

Apollo recommends you create a new or separate Apollo instance to connect your sandbox. This enables you to experiment with your sandbox without risking any conflicts or duplicates of the data synced between Salesforce and your regular instance. Once you're ready to link your actual Salesforce account to Apollo, you can do so in your regular Apollo instance.

If you encounter problems when connecting, you might need to allow OAuth username-password flows in your Salesforce account first. Check out Salesforce Support for more information.

Apollo doesn't support fixed IP ranges in Salesforce. Apollo IPs are dynamic, which means that they're subject to change over time. If you set up IP range restrictions in Salesforce and encounter issues when linking Salesforce with Apollo, check out this Salesforce community thread on deactivating IP range restrictions.

 
Sync or Swim

Before you set up the integration, read important information about the Salesforce integration. This info helps you streamline the set-up process and reduce the risk of unnecessary errors when integrating your Salesforce account with Apollo.

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Connect Apollo to Salesforce

To connect Apollo to Salesforce:

  1. Launch Apollo and click Settings > Integrations.
  2. Select Salesforce.

Choose the Salesforce option.

  1. Click Yes, Continue, then sign in to your Salesforce account and review the permissions required.
  2. Allow Apollo to access your Salesforce account.

You have now connected Salesforce to Apollo.

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Next Steps

Window of Opportunity

With paid Apollo plans, after you enable the Salesforce integration, there's a 6-hour window of time to configure push settings, configure pull settings, and map fields. This gives your team time to properly configure the integration.

During this time, you can't manually pull records from Salesforce. After 6 hours, syncing is automatically enabled.

Now that you have connected your Salesforce account with Apollo, configure the integration settings to set up your team for success.

Here are a few solid next steps to help you shape a clean, predictable sync between Salesforce and Apollo:

Salesforce Credentials Overview Make sure your team's foundation is solid by reviewing your Salesforce credentials setup to avoid connection hiccups later on.
Configure Your Salesforce Pull Settings Fine-tune how Apollo ingests CRM data from Salesforce by configuring your pull settings to keep your team working with up-to-date records.
Configure Your Salesforce Push Settings Control exactly what Apollo sends back to Salesforce by adjusting your push settings to keep both systems aligned without clutter.
Map Default Apollo Fields to Salesforce Keep your data tidy by mapping Apollo's default fields to Salesforce to ensure every record lands where it should.
Link Custom Salesforce Fields to Custom Apollo Fields Give your teams richer context by mapping custom fields between Salesforce and Apollo to keep your unique data points perfectly aligned.

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