The Salesforce synapse leverages the Salesforce API to synchronize data between Salesforce objects, including custom objects and Syncari entities. After activating the synapse, Syncari replicates the Salesforce schema and makes it available within the Syncari Unified Data Model. Use Pipeline Studio to map Salesforce objects to Syncari entities and Salesforce attributes to Syncari attributes. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and attributes in Salesforce.
Syncari provides two authentication methods for the Salesforce synapse:
-
OAuth 2.0 - Use OAuth 2.0, which is the industry-standard protocol for authorization. OAuth 2.0 is the preferred method of authentication.
Note: Syncari recommends connecting the Salesforce Synapse using OAuth 2.0 authentication. - User credentials - Authenticate using the credentials for an individual user.
The steps to connect to Salesforce differ depending on your selected authentication method. See the right article for how you'll set up the Salesforce synapse:
- Configure the Salesforce Synapse Using OAuth 2.0 Authentication
- Configure the Salesforce Synapse Using User Credentials Authentication
Enable Contacts to Multiple Accounts Merge
When you mix contacts with different main account links in Salesforce, the connection between the account and the non-main contact disappears instead of becoming an indirect link with the main contact.
There's also an issue with repeating relationships between account and contact records. In Salesforce, you can't blend two contacts if they're indirectly tied to the same account, or merge two accounts if they're indirectly connected to the same contact. Before you can merge them, you'll need to manually remove these duplicate relationships.
Enabling the Contacts to Multiple Accounts setting in Syncari resolves these issues automatically.
To enable Contacts to Multiple Accounts in Salesforce:
1. Click the Setup gear icon in the top right.
2. Click Open Advanced Setup
3. In the Setup search bar on the left, type Account.
4. Under Sales, expand Accounts and click Account Settings.
5. Click Edit, and then under Contacts to Multiple Accounts Settings, enable Allow users to relate a contact to multiple accounts.
6. Click Save.