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.
Access Your Salesforce Integration Settings
Launch Apollo and click Settings.
Click Integrations.
Click View under the Salesforce integration.
You can now configure the various Salesforce integration settings.
Configure "Pull Records" Settings
From the "Salesforce Integration Setup" page, click View under "Pull Records."
On the "Pull Records from Salesforce" page there are 4 tabs to configure the various items that Apollo can pull 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.
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.
Click Pull all Salesforce Leads/Contacts to Apollo contacts to trigger a manual pull of your Salesforce data.
Please note, Apollo automatically pulls contact and lead data from Salesforce every 15 minutes.
Click Save to finalize your changes.
Accounts
On the "Accounts" tab, click Yes or No on the first toggle to enable or disable whether Salesforce accounts are visible 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.
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.
Please note, Apollo automatically pulls account data from Salesforce every 60 minutes.
Click Save to finalize your changes.
Opportunities
On the "Opportunities" tab, click Yes or No on the first toggle to enable or disable whether Salesforce opportunities are pulled into Apollo.
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.
Click Pull all Salesforce Opportunities to Apollo Opportunities to trigger a manual pull of your Salesforce data.
Click Save to finalize your changes.
Tasks
On the "Tasks" tab, click Yes or No on the toggle to enable or disable whether Salesforce tasks are pulled into Apollo.
Click Save to finalize your changes.
