Manage Salesforce Integration Credentials

Overview

Apollo allows you to sync data to and from Salesforce with either your team's Salesforce credentials or your personal credentials. Apollo can synchronize record ownership and activity logs with Salesforce depending on which credentials you use.

Tip for Reps

To have leads and contacts you push assigned to you in Salesforce, connect your personal Salesforce credentials in Apollo. Learn how.

Check out the following sections to learn more about the credentials you can use to synchronize data between Apollo and Salesforce.

Team Sync Credentials

Apollo always applies your Salesforce team sync authentication credentials for all users across your team's Apollo account. These credentials are used as the primary connection between Apollo and Salesforce.

Salesforce enables you to configure different levels of permissions. It's essential that the log-in details you use for your team sync authentication credentials belong to a Salesforce user with both read and write permissions for all the Salesforce objects and fields you sync. This ensures that Apollo can save them successfully.

Use a Dedicated Integration User

Apollo recommends using a dedicated Salesforce integration user for team sync authentication instead of an individual user's personal login. This helps keep the integration stable, reduces avoidable sync failures, and makes account-wide authentication easier to manage over time.

Because team sync credentials act as the primary Salesforce connection for your Apollo account, records and activities synced through those credentials typically reflect that connected user in the Created By field. For assignment, routing, and reporting logic, use record owner fields instead. For more details, check out which Apollo record owner is assigned to a contact or account in Salesforce and Salesforce's best practices for configuring integration users.

To view your connected team Salesforce credentials:

Launch Apollo and click Settings > Integrations > Salesforce.
Click Authentication.

Power Up Your Permissions

You must first connect a Salesforce account to Apollo before it is available as Salesforce team sync authentication credentials. If the chosen superuser doesn't have full admin permissions in Salesforce, the Salesforce integration won't work as expected.

For more information about connecting team sync credentials to your Salesforce integration, check out Connect Team Sync Authentication to the Salesforce Integration.

Connect Personal Salesforce Credentials

The My Salesforce credentials setting in Apollo is user-specific and represents your personal Salesforce account. When you push contacts, leads, or accounts to Salesforce, ownership in Salesforce is assigned based on who has linked their personal Salesforce credentials in Apollo. If you don't link your own Salesforce account, pushed records are assigned to the team's sync user instead of you. Each Apollo user must connect their own Salesforce credentials for ownership to apply correctly.

Ownership: Linking your personal Salesforce credentials helps ensure contacts, leads, and accounts you push to Salesforce are assigned to you instead of the team sync user. When you are assigned as the owner of a contact or account in either Apollo or Salesforce, you are shown as the owner in both places. Check out Contact and Account Ownership with CRM Integrations to learn more.
Logs: When Apollo logs activity for a contact in Apollo, Salesforce also logs you as the record creator of the corresponding log in Salesforce. This applies to emails, notes, tasks, calls, and meetings or calendar events.

To connect your personal Salesforce account to your team's Apollo account:

Launch Apollo and click Settings > Integrations > Salesforce.
Click Authentication.
Click Connect My Salesforce.
Enter your personal Salesforce credentials, and authorize Apollo to connect with your Salesforce account.

If you see "OAuth" or authentication errors when connecting, make sure you're using your own Salesforce login, and not a shared or integration-only account. Ensure your Salesforce admin has granted the required permissions to enable the connection.

For more details on how ownership is assigned, check out Contact and Account Ownership with CRM Integrations.

Once you add your Salesforce credentials, Apollo syncs your activity and ensures records you push are assigned to you in Salesforce.

Uniquely You

You must connect a different set of Salesforce credentials for each user in Apollo. Apollo doesn't allow multiple users to connect the same Salesforce credentials.

Assign Different Salesforce Record Owner

If you don't connect your personal Salesforce account to Apollo, you should assign your Apollo records to another Salesforce user on your team's account.

To assign a different Salesforce record owner:

Launch Apollo and click Settings > Profile.
Click General, then find and select a Salesforce user on your team's account.

You have now assigned a different Salesforce record owner for records you push.

Next Steps

Here are a few helpful next steps you and your team can take to keep your Salesforce integration running smoothly.

Integrate Salesforce with Apollo	You can connect Salesforce to Apollo to establish the core sync that keeps your team's data unified across both platforms.
Connect Team Sync Authentication to the Salesforce Integration	You can connect your team sync authentication credentials to ensure Apollo uses a stable, permissioned Salesforce user for all account-wide synchronization.
Configure Salesforce Pull Settings	You can configure your pull settings to control exactly which Salesforce records flow into Apollo so your team always works with the right data.
Configure Salesforce Push Settings	You can adjust your push settings to decide which Apollo updates write back into Salesforce and keep your CRM consistently up to date.
Which Apollo Record Owner Is Assigned to a Contact or Account in Salesforce?	You can review how Apollo assigns ownership to keep your contact and account records correctly aligned between the two systems.