Configure Your Salesforce "Push" Settings

Article author
Eric Zrinsky
  • Updated

Overview

Once your Salesforce account is connected to Apollo, you can configure the way that Apollo pushes data from the platform into Salesforce.

Refer to the section below for information about how to configure the push settings for Salesforce contacts/leads, accounts, opportunities, activities, tasks, meetings, and notes.

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Access Your Salesforce Integration Settings

Launch Apollo and click Settings.

Settings

Click Integrations.

Integrations

Click View under the Salesforce integration.

View

You can now configure the various Salesforce integration settings.

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Configure "Push Records" Settings

From the "Salesforce Integration Setup" page, click Not Started under "Push Records."

Not Started

On the "Push Records to Salesforce" page there are 4 tabs to configure the various items that Apollo can pull from Salesforce.

Push Records to Salesforce

  • Contacts/Leads
  • Accounts
  • Opportunities
  • Activities, Tasks, Meetings, and Notes

Contacts/Leads

On the "Contacts/Leads" tab, click the first toggle to enable or disable pushing new Apollo Contacts to Salesforce.

Lead Visibility

After you have enabled pushing new Contacts to Salesforce, you can configure several other options on the page. In Create new records in Salesforce as Contacts or Leads?, click the drop-down to determine whether you want to use the Contact or Lead object in Salesforce for new people records.

Contact or Lead

Click the second toggle on the page to enable or disable pushing Contacts from Apollo to Salesforce based on their Apollo stage.

Push contacts based on their stage in Apollo

Once you have enabled that setting, click any of the stages in your account that you would like to use for pushing Apollo Contact data to Salesforce.

Contact Stages

If you would like the Source field in Salesforce to show something other than "Apollo," type a new name in the For Contacts that are pushed to Salesforce, what should their “Source” be? text-box.

For Contacts that are pushed to Salesforce, what should their “Source” be?

If you would like to push Apollo guessed emails to Salesforce, click the third toggle to enable this feature.

Push guessed emails into Salesforce

When you're finished, click Save to preserve your changes.

Save

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Accounts

On the "Accounts" tab, click the first toggle to enable or disable pushing new Apollo Accounts to Salesforce.

Save

Click the second toggle on the page to enable or disable pushing Accounts from Apollo to Salesforce based on their Apollo stage.

Push accounts based on their stage in Apollo

Once you have enabled that setting, click any of the stages in your account that you would like to use for pushing Apollo Account data to Salesforce.

Push accounts based on their stage in Apollo

Salesforce Accounts do not have a “Source” field by default. Click the Which Salesforce field should we use for Account source? drop-down to select which Salesforce field Apollo should push Account data to.

Which Salesforce field should we use for Account source?

After you have selected the field, if you would like the Source field in Salesforce to show something other than "Apollo," type a new name in the Type in a value for Account source text-box.

Which Salesforce field should we use for Account source?

When you're finished, click Save to preserve your changes.

Save

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Opportunities

On the "Opportunities" tab, click the toggle to enable or disable pushing new Opportunities to Salesforce.

Push new Apollo Opportunities to Salesforce

When you're finished, click Save to preserve your changes.

Save

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Activities, Tasks, Meetings, and Notes

On the "Tasks" tab, there are several sections you can configure to fine-tune which data Apollo pushes to Salesforce. In the Emails section, click the toggles to enable or disable the following options:

  • Push outgoing emails sent within Apollo
  • Push outgoing emails not sent within Apollo
  • Push incoming emails that are replies to emails sent within Apollo
  • Push incoming emails from all other sources
  • Push emails even if sender or recipient doesn't exist in Salesforce

Email Settings

 
Push emails even if sender or recipient doesn't exist in Salesforce

Please note, you should enable the Push emails even if sender or recipient doesn't exist in Salesforce setting with caution as it may result in creating contacts in Salesforce that you do not want to see.

Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing email data to Salesforce.

Advanced Email Settings

Customize Title

 
Update With Caution

Please note, you should exercise caution when you make changes to this setting. Apollo will use this template to push emails to Salesforce. Unexpected changes to the template may make it difficult to quickly locate pushed emails in Salesforce.

Click the toggle in the Notes section to enable whether or not Apollo should push notes from the platform to Salesforce.

Push Notes to Salesforce

Click the toggle in the Tasks section to enable whether or not Apollo should push completed tasks from the platform to Salesforce.

Push Tasks to Salesforce

Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing task data to Salesforce.

Advanced Task Settings

Customize Title

 
Update With Caution

Please note, you should exercise caution when you make changes to this setting. Apollo will use this template to push completed tasks to Salesforce. Unexpected changes to the template may make it difficult to quickly locate these tasks in Salesforce.

Click the toggle in the Calls section to enable whether or not Apollo should push calls made from Apollo to Salesforce.

Push Calls to Salesforce

Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing call data to Salesforce.

Advanced Call Settings

Customize Title

 
Update With Caution

Please note, you should exercise caution when you make changes to this setting. Apollo will use this template to push calls to Salesforce. Unexpected changes to the template may make it difficult to quickly locate these calls in Salesforce.

In the Meetings/Calendar Events section, click the toggles to enable or disable the following options:

  • Push Meetings to Salesforce
  • Push all calendar events even if the participants don't exist in Salesforce

Meetings / Calendar Events Settings

 
Enable Push Meetings To Salesforce First

Please note, if you want to enable the Push all calendar events even if the participants don't exist in Salesforce setting, you must first also enable Push Meetings to Salesforce. Enable this setting with caution as it may result in creating contacts in Salesforce that you do not want to see.

When you're finished, click Save to preserve your changes.

Save

 
Default Push to Contacts and Accounts

Please note, once you configure and save your Push Settings preferences, by default, Apollo pushes activities, tasks, meetings, and notes to both Contact and Account profiles in Salesforce.

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