Overview
Map Apollo fields to ensure that contact, lead, and account data from Salesforce syncs properly to Apollo. You can also set auto-fill or overwrite settings to define how Apollo updates data from your CRM during enrichment.
Check out the following sections to learn how to learn to map Apollo fields and configure data writing rules.
Map Fields to Salesforce
After you connect Salesforce to Apollo, map Apollo's default fields to the fields in Salesforce.
To map Apollo fields to Salesforce:
- Launch Apollo and go to Integrations > Salesforce, then click Contacts, Leads, Accounts, or Deals, depending on the type of record you want to map.
The process to map Apollo fields to Salesforce fields is the same for contacts, accounts, leads, and deals, so repeat these steps for all record types.
- Click Fields.
- Map Apollo fields to their corresponding Salesforce fields.
- Click Add field mapping to map any additional non-default fields.
- Click Delete to remove a field mapping.
- When finished, click Save.
You have now mapped fields from Salesforce.
If you update or add fields or stages in Salesforce, update the mapping in Apollo to reflect these changes. If you delete a stage in Salesforce, move the lead, contact, account, or deal into an active stage. Check out Automatically Create and Map Stages Between Salesforce and Apollo for more best practices.
Configure Data Writing Rules
After you map fields, set data writing rules for contacts, leads, and accounts. These settings define how Apollo manages Salesforce data when you enrich it with Apollo. Data writing rules are required for you to use real-time or scheduled enrichment.
Manual actions always take precedence. If you manually enrich a field from with CRM enrichment, Apollo pushes the update to your CRM, even if you have deactivated auto-fill or overwrite data writing rules for the field.
To configure data writing rules:
- Launch Apollo and navigate to Integrations > Salesforce, then click Contacts, Leads, or Accounts.
- Click Data writing rules.
- Select whether to overwrite or auto-fill your Salesforce CRM fields with Apollo data:
- Check Auto-fill to automatically use Apollo data to fill in a Salesforce field. Apollo only autofills if the Salesforce field is empty and Apollo has relevant data available.
- Check Overwrite to automatically overwrite the existing information in a Salesforce field with data from Apollo. Apollo only overwrites field data if relevant information is available that differs from the record data already in Salesforce.
- When finished, click Save.
You have now configured data writing rules.
Auto-fill and overwrite settings only apply when Apollo pulls record data from Salesforce. It can take up to thirty minutes to pull records from Salesforce.
Next Steps
Here are a few Salesforce resources you can use to round out your field mappings and keep your Apollo ↔ Salesforce sync running smoothly.
| Integrate Salesforce with Apollo | If your team's still wiring things together, integrate Salesforce with Apollo to turn your field map plans into a live, two-way sync between both systems. |
|---|---|
| Manage Salesforce Integration Credentials | Tighten your foundation by having an admin manage Salesforce integration credentials so Apollo always syncs with the right permissions and ownership rules in place. |
| Configure Salesforce Push Settings | You can configure Salesforce push settings to decide exactly which Apollo updates write back to Salesforce so your mapped fields don't flood the CRM with noise. |
| Map Default Apollo Fields to Salesforce | Make sure the basics are rock solid by having your team map default Apollo fields to Salesforce so core contact, account, and deal data always lands in the right place. |
| Link Custom Salesforce Fields to Custom Apollo Fields | If you rely on extra data points, you can link custom Salesforce fields to custom Apollo fields to keep all your unique attributes enriched and perfectly aligned across both platforms. |