Overview
Wondering which Apollo record owner is assigned to a contact or account in Salesforce?
When you create a contact or account in Apollo, you are the owner of that record. When Apollo syncs records to Salesforce, it uses the Salesforce credentials that are available. It uses your authenticated Salesforce credentials if you have them. If you don't, it uses your team's sync credentials or the authenticated Salesforce user with the highest level of permission.
Check out the following sections to learn about record ownership with the Salesforce integration.
Personal Salesforce Login
When you connect personal Salesforce credentials to Apollo, Apollo uses your individual account to sync contact and account ownership, and the activity logs for emails, tasks, and calls.
There are specific cases when Apollo assigns a different record creator when you sync to Salesforce. Depending on how the contacts are created in Apollo, Apollo determines which user account is updated as created by in Salesforce.
| Personal Salesforce account | Team sync credentials |
|---|---|
| Contacts or accounts manually created in Apollo | Contacts created with the Apollo Chrome extension in LinkedIn |
| Contacts or accounts created from a CSV upload | Contacts or accounts created from Apollo prospecting |
| Contacts created with the Apollo Chrome Extension in Gmail | Contacts created with Apollo job change enrichment |
Team Sync Credentials
When you link Salesforce to Apollo using a specific user for the team sync integration, but you have not authenticated your own credentials in your user profile, any contacts that you create will have your user assigned as the owner on Apollo. However, when you sync that data to Salesforce, the record creator assigned will be the user connected on the team sync configuration or the Salesforce account user with most permissions.
Next Steps
Here are a few helpful resources you can use to go deeper on Salesforce ownership, sync behavior, and overall integration setup.
| Integrate Salesforce With Apollo | If you haven't already, connect Salesforce with Apollo to keep your team's records aligned and ensure ownership syncing behaves exactly as expected across both systems. |
|---|---|
| Connect Team Sync Credentials | Your admin can set up team sync authentication to make sure Apollo pushes data using the right Salesforce user every time. |
| Configure Salesforce Push Settings | You can adjust how and when Apollo updates Salesforce by configuring push settings to keep ownership and activity logs flowing cleanly. |
| Access the Salesforce Error Log | If ownership or sync issues pop up, you can check the Salesforce error log to pinpoint what went wrong and fix it fast. |