Configure Your Salesforce "Pull" Settings

Article author
Eric Zrinsky
  • Updated

Overview

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

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

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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 "Pull Records" Settings

From the "Salesforce Integration Setup" page, click View under "Pull Records."

Get Started

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

Pull Records from Salesforce

  • Contacts/Leads
  • Accounts
  • Opportunities
  • Tasks

Contacts/Leads

On the "Contacts/Leads" tab, click Yes or No on the first toggle to enable or disable whether Salesforce contacts and leads are visible in Apollo.

Enable Lead Visability

 
Salesforce Contacts and Leads in Apollo

Please note, Apollo automatically pulls all Salesforce contacts and leads into Apollo to dedupe records. You cannot disable this feature, only hide Salesforce contacts and leads by switching the first toggle to No.

Click **Yes** or **No** on the second toggle to enable or disable whether Salesforce contacts pulled into Apollo should automatically be matched to accounts/companies in Apollo. Enable Automatic Match

 
Contacts Vs. Leads

Please note that when Apollo pulls a contact from Salesforce, Apollo respects the specific account assigned to it in Salesforce. For example, if you have duplicate accounts for Example.io in Salesforce, Apollo pulls those duplicates into Apollo and associates the contact with the right duplicate using the Salesforce account ID.

However, Salesforce leads do not have accounts with which to pull into Apollo by default. This means that Apollo randomly assigns a lead pulled from Salesforce to any account that matches the domain for that lead. For example, if a lead's email is joansmith@example.io and you have more than 1 Example.io account in your Salesforce instance, Apollo randomly assigns the lead to one of those Example.io accounts.

Click Pull all Salesforce Leads/Contacts to Apollo contacts to trigger a manual pull of your Salesforce data.

Pull all Salesforce Leads/Contacts to Apollo contacts

 
Automatic Data Sync

Please note, Apollo automatically pulls contact and lead data from Salesforce every 15 minutes.

Click Save to finalize your changes.

Save

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Accounts

On the "Accounts" tab, click Yes or No on the first toggle to enable or disable whether Salesforce accounts are visible in Apollo.

Enable Account Visibility

 
Salesforce Accounts in Apollo

Please note, Apollo automatically pulls all Salesforce accounts into Apollo to dedupe records. You cannot disable this feature, only hide Salesforce accounts by switching the first toggle to No.

Click Yes or No on the second toggle to enable or disable whether Apollo should try to intelligently infer missing company name or website information for Salesforce accounts that are missing one of those pieces of information and then try to further enrich account information from the Apollo database.

Enable Intelligent Inferences

 
Error Risk

Please note, enabling this option comes with a small risk of adding potential errors to your account records. If you are uncomfortable with this risk, you should switch this toggle to No

Click Pull all Salesforce Accounts to Apollo accounts to trigger a manual pull of your Salesforce data.

Pull all Salesforce Accounts to Apollo accounts

 
Automatic Data Sync

Please note, Apollo automatically pulls account data from Salesforce every 60 minutes.

Click Save to finalize your changes.

Save

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Opportunities

On the "Opportunities" tab, click Yes or No on the first toggle to enable or disable whether Salesforce opportunities are pulled into Apollo.

Enable Opportunity Pull

 
Inferring Opportunity Stages

Please note, if you would like Apollo to infer account stages based on Salesforce opportunities, you must set this toggle to Yes.

Click Yes or No on the second toggle to enable or disable whether opportunities pulled from Salesforce are visible in Apollo.

Opportunity Visibility

Click Pull all Salesforce Opportunities to Apollo Opportunities to trigger a manual pull of your Salesforce data.

Pull all Salesforce Opportunities to Apollo Opportunities

Click Save to finalize your changes.

Save

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Tasks

On the "Tasks" tab, click Yes or No on the toggle to enable or disable whether Salesforce tasks are pulled into Apollo.

Enable Task Pull

Click Save to finalize your changes.

Save

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