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Required Scopes

To configure a Sync for Salesforce, you need to request the following scopes from your Salesforce OAuth application:
  • api
  • refresh_token
  • offline_access
Learn more about configuring scopes for your app in Adding Integrations.

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Synced Objects

Salesforce supports the following Synced Objects:

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Contacts

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Sync Configuration Options

Example
{
    "integration": "salesforce",
    "pipeline": "contacts",
    "configuration": {
        "listViewId": "00B5g00000AWN0qEAH"
    }
}
​
listViewId
string
A Salesforce List View ID to limit the Sync scope to. If not specified, the Sync will ingest all available contacts from the user’s Salesforce account.

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Companies

This Sync will pull Accounts from Salesforce to map to the standard Company schema.

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Sync Configuration Options

Example
{
    "integration": "salesforce",
    "pipeline": "companies",
    "configuration": {
        "listViewId": "00B5g00000ABC123EAA"
    }
}
​
listViewId
string
A Salesforce List View ID to limit the Sync scope to. If not specified, the Sync will ingest all available companies from the user’s Salesforce account.

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Deals

This Sync will pull Opportunities from Salesforce to map to the standard Deal schema.

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Sync Configuration Options

Example
{
    "integration": "salesforce",
    "pipeline": "deals",
    "configuration": {
        "listViewId": "00B5g00000ABC123EAA"
    }
}
​
listViewId
string
A Salesforce List View ID to limit the Sync scope to. If not specified, the Sync will ingest all available deals from the user’s Salesforce account.

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Custom Objects

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Sync Configuration Options

Example
{
    "integration": "salesforce",
    "pipeline": "custom_objects",
    "configuration": {
        "customObjectName": "Product_Catalog__c",
        "listViewId": "00B5g00000XYZ789EAA"
    }
}
​
customObjectName
string
required
The API name of the Salesforce custom object to sync, e.g., Product_Catalog__c.
​
listViewId
string
A Salesforce List View ID to limit the Sync scope to. If not specified, the Sync will ingest all available records for the custom object from the user’s Salesforce account.