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.

Connect Salesforce to Apollo First

To configure data synchronization between Apollo and Salesforce, you must first connect Salesforce to your Apollo account. Check out Integrate Salesforce with Apollo for more info.

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

View Team 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.

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.

Use Personal Credentials

The My Salesforce credentials setting in Apollo is user-specific and represents your personal Salesforce account. Connecting your personal Salesforce account enables you to sync the following information with the data record:

Ownership: When you are assigned as the owner of a contact or an account in either Apollo or Salesforce, you are shown as the owner in both places. For more information on ownership, check out Which Apollo record owner is assigned to a contact or account in Salesforce?.
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.

Once you add your Salesforce credentials, Apollo can sync your actions in the platform with your actions in Salesforce when you configure the pull and push settings in your Salesforce integration.

Key to Yourself

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.

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.