Skip to main content
The Salesforce connector reduces copy-paste between CRM and your workspace. Plan object mapping before you sync thousands of rows—rework is cheaper in a spreadsheet than in production data.

​
Prerequisites

Admin access in Salesforce and an administrator to approve the connector.

​
Sandboxes

Pilot against a full or partial sandbox before production. Validate picklist values, required fields, and validation rules that might block writes.

​
Field mapping

Map accounts, contacts, and opportunities to entities. Resolve duplicates by external ID where possible.

​
Ownership

Decide who owns records when Salesforce and the product disagree. Document the rule in your runbook so support can answer “why did this flip?”

​
Sync modes

Choose one-way or two-way sync depending on which system owns each field.

​
Monitoring

Alert on sync lag and error rates. Backfills can look healthy while a handful of poison records retry forever.