Salesforce Setup

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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 Sync Studio to map Salesforce objects to Syncari entities and Salesforce fields to Syncari fields. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and fields 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.
    To set up the 
  • 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:


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