Salesforce
Sync Salesforce accounts, opportunities, contacts, custom objects, and fields to your company model in Empowered Intelligence.
Available data
- Standard objects
- Accounts, Contacts, Opportunities, Leads, Cases, and more than 100 other objects
- Custom objects
- All custom objects you've created
- Custom fields
- Formula fields and picklists are included
Sync methods
| Method | Best for |
|---|---|
| Incremental | Production use, respects API limits |
| Full Refresh | Initial sync, full snapshots |
Connector features
Available objects
Empowered Intelligence detects and syncs every object available to the integration user.
Salesforce Bulk API
Large datasets use the Salesforce Bulk API to reduce extraction time and API calls.
REST API fallback
Empowered Intelligence uses the REST API for field types that the Bulk API cannot handle.
Custom object support
Custom objects and fields use the same sync process as standard objects.
Common objects
| Description | Object |
|---|---|
| Companies and organizations | Account |
| People at accounts | Contact |
| Sales deals and pipeline | Opportunity |
| Potential customers | Lead |
| Support tickets | Case |
| Activities and to-dos | Task |
| Meetings and calendar items | Event |
| Marketing campaigns | Campaign |
Authentication
OAuth 2.0
OAuth 2.0 uses token-based access, so Empowered Intelligence does not store your Salesforce password. Use a dedicated integration user with read-only permissions.
Security
- OAuth 2.0 authentication
- Read-only access to your data
- You retain ownership of your data
INTEGRATION SETUP
Connect Salesforce to Empowered Intelligence
Tell us which Salesforce data you need and how often it should sync.