Who can use this feature?
- All roles with access level "high"
- Available on all plans
Integrate with your Salesforce instance to bring in account, opportunity, and contact data, and keep them in sync going forward.
Bi-directional sync applies to account, opportunity, contact, or additional objects. Learn more about syncing notes and tasks from Catalyst to Salesforce.
Prerequisites
The Catalyst admin who sets up the integration must have the following Salesforce permissions:
| User license type | Salesforce |
|---|---|
| Administrative permissions | API Enabled |
| General user permissions | Edit tasks |
| Standard object permissions | Accounts: All permissions Contacts: All permissions Opportunities: All permissions Push topics: All permissions |
| Additional object permissions | All permissions for any additional standard or custom objects mapped to Catalyst |
| Sharing settings | Activity: Controlled by parent (NB: This is required for syncing completed tasks from Catalyst to Salesforce. Alternatively, the integration user must be granted "Modify All Data" administrative permission.) |
Connect to Salesforce and sync primary objects
Primary objects include account, opportunity, and contact. Once a Salesforce connection is configured for these objects, you can later configure additional objects.
The Salesforce "integration user" with the above permissions should complete the following steps to authorize the connection in Catalyst. This user will be known as the integration owner.
Log out of your current Salesforce session before attempting to authorize the integration with Catalyst. Failure to do so will result in you connecting your Salesforce personal account rather than a dedicated integration user (if applicable).
- In Catalyst, navigate to Settings > Integrations.
- Locate Salesforce from the list of inactive integrations, click + Add.
- Click Authorize Connection.
Catalyst prompts you to log into Salesforce with a username and password for the integration user. - Click Allow.
- Set up the Salesforce account, opportunity, and contact filters.
- We recommend using the filter to initially pull in “customer” accounts, so that any irrelevant accounts that may be in Salesforce do not sync over and congest your Catalyst account. The most common fields are “account type” or “account status.”
- We only bring in contacts and opportunities that are tied to the accounts; all contact and opportunity filters that are applied are an AND statement to the account filters.
- After initial sync, you can adjust your Salesforce integration filter(s) if there are additional accounts you decide you want to bring in or accounts you do not want to bring in moving forward; however, you will need to manually remove the accounts from Catalyst.
- Set your preference for handling duplicate contact records.
- Click Save and apply.
Your records will start importing into Catalyst. A yellow banner message may appear prompting you to reach out to your Catalyst POC to complete a final sync. The number of customer accounts you have in Salesforce may impact how long that initial sync will take.
Once the Salesforce integration is complete, you can begin mapping fields from Salesforce to your Catalyst instance.
Re-authorize the integration with a different Salesforce user
If you need to switch the Salesforce user that you used to set up the integration, you can do so without disruption in service.
- Open an incognito browser window. (This step ensures you are not logged into any active Salesforce instance.)
- In Catalyst, navigate to Settings > Integrations.
- Locate your Salesforce integration, and click Manage.
- From the bottom of the page, click Reauthorize Connection.
Catalyst redirects you to a Salesforce login screen. - Log into Salesforce with the username and password for the new integration user you want to use.
Once your connection is validated, you will be redirected back to Catalyst.In some cases, re-authorization may require a final sync. Please reach out to Catalyst support to ensure the final sync is approved.
The Connection Status displays the name / email address for the user who last authorized the Salesforce connection and the date of the last check.