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.
To configure data synchronization between Apollo and Salesforce, you must first connect Salesforce to your Apollo account. Refer to Connect Apollo to Your Salesforce Account for more info.
The following sections detail the different types of 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're syncing. This ensures that Apollo can save them successfully.
To view your connected team Salesforce credentials,
- Launch Apollo and click Settings > Integrations > Salesforce.
- Click the Authentication tab to view the team sync credentials.
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 will not work as expected.
For more information about connecting team sync credentials to your Salesforce integration, check out Connect Team Sync Authentication Credentials To Your 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, refer to 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/calendar events.
To connect your personal Salesforce account to your team's Apollo account:
- Launch Apollo and click Settings > Integrations > Salesforce.
- Click the Authentication tab.
- 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.
You must connect a different set of Salesforce credentials for every user in Apollo. Apollo does not allow 2 or more users to connect with 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 do so:
- Launch Apollo and click Settings > Profile.
- In the General tab, find the Salesforce section. Then, find and select a Salesforce user on your team's account.
