Configure Salesforce Pull Settings

Article author
Dustin Nathaniel Keys
Updated

Overview

Once you connect Salesforce to Apollo, you can configure how Apollo pulls data from Salesforce into Apollo.

Check out the following sections to configure pull settings for the Salesforce integration.

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Configure Pull Settings

Window of Opportunity

Did you know? After you enable the Salesforce integration on a paid Apollo plan, there's a 6-hour window to configure push and pull settings and map fields. This gives you time to properly configure the integration. During this time, you can't manually pull records. After 6 hours, Apollo automatically enables syncing.

Pull settings determine when Apollo pulls information from Salesforce to Apollo.

To configure the Salesforce integration pull settings:

  1. Launch Apollo and click Settings > Integrations > Salesforce.
  2. Click Contacts, Leads, Accounts, Deals, or Activities. Then click Sync.

Salesforce integration page with navigation to contacts sync highlighted

Apollo automatically pulls all contacts and leads from Salesforce as contacts, then makes them visible to your team when prospecting in Apollo.

Selective sync

You can use selective sync to set conditions that define how you sync contacts from Salesforce. Selective sync may be useful to avoid pulling unneeded records.
It's in the Plan

Selective sync is available on certain Apollo plans purchased after July 24, 2024. To access selective sync, upgrade your plan. If you have questions about upgrading, reach out to the Apollo sales team.

  1. To use selective sync, toggle Pull contacts based on specific conditions, then click Add pull conditions.
Pull contacts based on conditions enabled with Add pull contacts button highlighted on contacts sync page
  1. Click to add pull conditions.

AND condition button highlighted for adding pull conditions

  1. Select a field from the dropdown.

Pull condition field selection dropdown

  1. Configure the field conditions to determine when Apollo should pull contacts.

Field condition configuration for contact pull

  1. Add and edit conditions as needed.

Field condition configurations displayed on contact pull settings page

  1. When finished, click Save.

You have now configured selective sync.

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Manual pull

Manual pull allows you to manually pull records from Salesforce at once. This may be useful if you recently changed your sync settings.

To manually pull records:

  1. Click Pull all contacts.

Pull all contacts button highlighted for manual contact pull

You have now manually pulled your contacts.

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Record visibility

By default, Apollo makes contacts synced from Salesforce visible to your team when prospecting in Apollo. This is the recommended setting to engage with contacts.

To change record visibility:

  1. Check Hide my contacts and leads pulled from Salesforce, then click Save.

Hide contacts option enabled for Salesforce contact pull settings

You have now changed record visibility.

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Apollo automatically pulls all accounts from Salesforce, then makes them visible to your team when prospecting in Apollo.

Infer missing data

If accounts pulled from Salesforce have no name or website, Apollo can infer and enrich these records with information from our database.

 
CRM Enrichment Credits

This feature is available to teams with CRM enrichment. You'll use one enrichment credit each time Apollo infers and enriches missing name and website data for an account. Learn more about Apollo credits here.

To infer missing account data:

  1. Check Infer missing data from Salesforce accounts with no name or website, then click Save.

Infer missing data setting enabled in Salesforce pull settings

Apollo will now infer missing name and website data for account records from Salesforce.

 
Enrichment Results May Vary

Account records won't be enriched if Apollo can't infer data for both name and website fields. If Apollo finds data for only one of these fields, the account record will enrich, but data accuracy may vary.

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Selective sync

You can use selective sync to set conditions that define how you sync accounts from Salesforce. Selective sync may be useful to avoid pulling unneeded records.

It's in the Plan

Selective sync is available on certain Apollo plans. To access selective sync, upgrade your plan. If you have questions about upgrading, reach out to the Apollo sales team.

  1. To use selective sync, toggle Pull accounts based on specific conditions, then click Add pull conditions.
Selective pull conditions enabled for Salesforce accounts sync
  1. Click to add pull conditions.

AND condition button highlighted for selective accounts pull sync

  1. Select a field from the dropdown.

Pull condition fields dropdown for selective accounts sync

  1. Configure the field conditions to determine when Apollo should pull accounts.

Field conditions configuration for accounts pull sync

  1. Add and edit conditions as needed.

Configured field conditions displayed on selective sync settings page

  1. When finished, click Save.

You have now configured selective sync.

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Manual pull

Manual pull allows you to manually pull records from Salesforce at once. This may be useful if you recently changed your sync settings.

To manually pull records:

  1. Click Pull all accounts.

You have now manually pulled accounts.

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Record visibility

By default, Apollo makes accounts synced from Salesforce visible to your team when prospecting in Apollo. This is the recommended setting to engage with accounts.

To change record visibility:

  1. Check Hide my accounts pulled from Salesforce, then click Save.

Hide accounts option enabled for Salesforce accounts pull sync

You have now changed record visibility.

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To configure pull settings for Deals:

  1. Check Sync deals with Apollo to actively sync pipeline and deal information bidirectionally when Apollo detects a change.
    • When enabled, Apollo pulls all Salesforce deal information and uses Salesforce as the source of truth for any previously synced deals.
    • If you deactivate this setting at any point, Salesforce deal information remains in Apollo, but Apollo no longer actively syncs with Salesforce.

The Actively sync Salesforce deals toggle is higlighted

  1. (Optional) Click to manually pull deals. This may be useful if you recently changed your sync settings.
  2. (Optional) Check Hide my deals to hide deals pulled from Salesforce to Apollo. When enabled, synced deals won't appear in Apollo, but automations could still update deals in Salesforce.

Hide my deals pulled from Salesforce option enabled and highlighted

  1. When finished, click Save.
You have now configured pull settings for deals.

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You can pull activities like tasks from Salesforce to Apollo.

To configure pull settings for activities:

  1. Check Pull tasks to pull Salesforce tasks to Apollo.

Pull tasks option is enabled and highlighted

  1. When finished, click Save.

You have now configured pull settings for activities.

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