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Use Team Sync Authentication with the Salesforce Integration

Article author
Apollo Team
Updated

Overview

Salesforce team sync authentication credentials apply across Apollo for all users. These credentials are used as the primary connection between Apollo and Salesforce.

Salesforce allows you to configure different permission levels for each user. The credentials you use for Apollo's team sync must belong to a Salesforce user who has read and write access to all objects and fields included in the sync. This ensures Apollo can access the necessary data and successfully write updates back to Salesforce.

 
Test Drive

You can connect Apollo to your Salesforce sandbox. As a best practice, Apollo recommends using a separate Apollo workspace when connecting to a sandbox. This gives you room to test and experiment without creating conflicts or duplicate records in your main Apollo environment. When you're ready to connect your production Salesforce, simply link it to your primary Apollo workspace instead.

Check out the following sections to connect team sync authentication to the Salesforce integration.

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Add a Team Sync User

To connect team sync to the Salesforce integration, you need to first add a team sync user:

  1. Launch Apollo and click Settings > Integrations > Salesforce.
  2. Click Authentication, then select a user for the team sync credentials.

Team Sync Credentials

  1. When finished, click Save.

You have now connected team sync authentication to the Salesforce integration.

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Next Steps

Here are a few more Salesforce integration resources to help your team keep data in perfect sync between Apollo and Salesforce:

Integrate Salesforce with Apollo Follow the steps to connect Salesforce with Apollo so your accounts, contacts, and activities stay in sync automatically.
Configure Salesforce Pull Settings Adjust how Apollo imports Salesforce data by configuring pull settings to ensure your team only syncs the records that matter.
Configure Salesforce Push Settings Fine-tune your sync direction by configuring push settings so Apollo updates Salesforce exactly the way you want.
Map Default Apollo Fields to Salesforce Save hours of cleanup by mapping Apollo fields to Salesforce so your data lines up perfectly across both systems.
Access the Salesforce Error Log in Apollo Quickly spot and fix issues by checking the Salesforce error log in Apollo whenever a sync doesn't go as planned.

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