Salesforce Destination

Salesforce Destination

Send your standardized People and Organizations data to Salesforce CRM. Salesforce destination provides enterprise-grade data delivery with comprehensive validation and Salesforce-specific features.

⚡ Enterprise Destination

Salesforce destination includes enterprise features like validation rule compliance, trigger compatibility, and comprehensive field-level security support.

Supported Object Mappings

Salesforce destination accepts the following standardized objects:

👥 People → Contacts

  • Target Object: Salesforce Contacts
  • Required Fields: Email address
  • Default Fields: Email, first name, last name
  • Key Features: Account association, validation rule compliance, trigger compatibility

🏢 Organizations → Accounts

  • Target Object: Salesforce Accounts
  • Required Fields: Account name
  • Default Fields: Account name, domain
  • Key Features: Hierarchy support, territory management, validation compliance

Authentication

Salesforce destination uses OAuth 2.0 with Connected App requirements:

  1. OAuth Flow: Salesforce OAuth 2.0 with refresh tokens
  2. Connected App: Requires dedicated Connected App configuration
  3. Scopes Required:
    • api - Access to Salesforce APIs
    • refresh_token - Offline access
    • id - User identity information
  4. Security: IP restrictions and session policies respected
  5. Token Management: Automatic refresh with secure storage

Field Mappings

People → Contacts

Outrun Field Salesforce Field Required Type Description
emailAddress Email ✅ String Primary email address (required)
firstName FirstName ❌ String Contact's first name
lastName LastName ❌ String Contact's last name
phoneNumbers[].number Phone ❌ String Primary phone number
phoneNumbers[].number MobilePhone ❌ String Mobile phone number
addresses[].street MailingStreet ❌ String Mailing street address
addresses[].city MailingCity ❌ String Mailing city
addresses[].state MailingState ❌ String Mailing state/province
addresses[].country MailingCountry ❌ String Mailing country
addresses[].postalCode MailingPostalCode ❌ String Mailing postal code
associations[].role Title ❌ String Job title
associations[].id AccountId ❌ String Associated account ID

Organizations → Accounts

Outrun Field Salesforce Field Required Type Description
companyName Name ✅ String Account name (required)
website Website ❌ String Company website URL
phoneNumbers[].number Phone ❌ String Primary phone number
addresses[].street BillingStreet ❌ String Billing street address
addresses[].city BillingCity ❌ String Billing city
addresses[].state BillingState ❌ String Billing state/province
addresses[].country BillingCountry ❌ String Billing country
addresses[].postalCode BillingPostalCode ❌ String Billing postal code
industry Industry ❌ Picklist Industry classification
description Description ❌ String Account description
numberOfEmployees NumberOfEmployees ❌ Number Employee count
annualRevenue AnnualRevenue ❌ Currency Annual revenue

Rate Limits & Performance

Salesforce destination has enterprise-grade rate limiting:

  • Destination Writes: 10 requests per second
  • Bulk API: Used for large data operations
  • Governor Limits: All Salesforce limits respected
  • Retry Logic: Intelligent retry with exponential backoff

🏢 Enterprise Performance

Salesforce destination leverages Bulk API for large operations and respects all governor limits while providing enterprise-grade performance and reliability.

Data Validation & Processing

Salesforce Validation Rules

  • Custom Validation: All custom validation rules are respected
  • Required Fields: Salesforce required fields enforced
  • Field Dependencies: Dependent picklist values handled
  • Formula Fields: Read-only formula fields skipped appropriately

Data Type Handling

  • Picklist Values: Validation against valid picklist options
  • Currency Fields: Proper currency handling with org settings
  • Date/DateTime: Timezone-aware date handling
  • Lookup Fields: Proper relationship handling and validation

Deduplication Strategy

  • Email-Based: Contacts deduplicated by email address
  • Name-Based: Accounts deduplicated by name when domain unavailable
  • Custom Logic: Support for custom deduplication rules
  • Merge Behavior: Configurable merge vs update behavior

Salesforce-Specific Features

Record Types

  • Support: Full record type support for Contacts and Accounts
  • Assignment: Automatic record type assignment based on rules
  • Validation: Record type-specific validation rules respected
  • Flexibility: Configurable record type mapping

Triggers and Workflows

  • Trigger Execution: Salesforce triggers fire normally during writes
  • Workflow Rules: Process Builder and Flow compatibility
  • Automation: Integration with Salesforce automation tools
  • Event Handling: Proper event generation for downstream processes

Territory Management

  • Territory Assignment: Automatic territory assignment for accounts
  • Sharing Rules: Salesforce sharing model respected
  • Visibility: Field-level security and record access honored
  • Compliance: Full compliance with Salesforce security model

Custom Fields

  • Standard Support: All standard fields mapped automatically
  • Custom Fields: Custom field mapping configurable
  • Field Types: Support for all Salesforce field types
  • Validation: Custom field validation rules respected

Sync Behavior

Write Operations

  • Upsert Logic: Intelligent create-or-update behavior
  • Bulk Processing: Efficient bulk operations for large datasets
  • Transaction Handling: Proper transaction management
  • Error Recovery: Comprehensive error handling and recovery

Salesforce Integration

  • API Versions: Latest Salesforce API version support
  • Feature Compatibility: Support for latest Salesforce features
  • Edition Support: Works with all Salesforce editions
  • Sandbox Support: Full sandbox environment support

Performance Optimization

  • Bulk API: Automatic use of Bulk API for large operations
  • Selective Updates: Only changed fields are updated
  • Batch Optimization: Intelligent batching for optimal performance
  • Governor Limit Management: Proactive governor limit monitoring

Best Practices

Setup Recommendations

  1. Connected App: Create dedicated Connected App for Outrun
  2. User Permissions: Use integration user with appropriate permissions
  3. Field Mapping: Review and test field mappings thoroughly
  4. Validation Rules: Understand and plan for validation rules

Data Quality

  1. Required Fields: Ensure all Salesforce required fields are populated
  2. Picklist Values: Validate picklist values against Salesforce org
  3. Data Types: Ensure proper data type formatting
  4. Relationships: Plan Account-Contact relationship strategy

Performance Optimization

  1. Bulk Operations: Use bulk operations for large data sets
  2. Selective Sync: Only sync necessary fields and records
  3. Governor Limits: Monitor API usage and governor limits
  4. Timing: Schedule large syncs during off-peak hours

Security & Compliance

  1. Field-Level Security: Review field-level security settings
  2. Sharing Rules: Understand sharing model implications
  3. IP Restrictions: Configure appropriate IP restrictions
  4. Audit Trail: Enable field history tracking as needed

Troubleshooting

Common Issues

Authentication Failures

  • Verify Connected App configuration and permissions
  • Check OAuth scopes and user permissions
  • Ensure IP restrictions allow Outrun access
  • Confirm user account is active and not locked

Validation Errors

  • Review Salesforce validation rules and requirements
  • Check required field mappings and data
  • Verify picklist values against org configuration
  • Confirm field-level security permissions

Governor Limit Issues

  • Monitor API usage in Salesforce Setup
  • Check for other integrations consuming limits
  • Consider bulk operations for large data sets
  • Review and optimize sync frequency

Data Quality Issues

  • Verify field mappings match Salesforce schema
  • Check data type compatibility and formatting
  • Review duplicate handling and merge logic
  • Confirm relationship field mappings

Performance Issues

Slow Sync Performance

  • Enable Bulk API for large operations
  • Optimize field selection and filtering
  • Review batch sizes and timing
  • Check for complex validation rules or triggers

Rate Limit Errors

  • Monitor concurrent API usage
  • Adjust sync frequency and batch sizes
  • Consider upgrading Salesforce edition
  • Implement intelligent retry logic

Support Resources

Use Cases

Enterprise CRM Consolidation

  • Multi-Org Sync: Consolidate data across multiple Salesforce orgs
  • System Migration: Migrate data from legacy systems to Salesforce
  • Data Standardization: Standardize data across business units

Sales Operations

  • Lead Enrichment: Enrich Salesforce leads with external data
  • Account Intelligence: Enhance account records with comprehensive data
  • Territory Management: Support complex territory assignment rules

Marketing Integration

  • Campaign Data: Sync marketing data into Salesforce campaigns
  • Lead Scoring: Integrate lead scoring data from external systems
  • Attribution: Track marketing attribution across multiple touchpoints

Ready to configure Salesforce as a destination? Follow our Getting Started guide to set up your first destination sync.

The footer

Copyright 2023 - LOON SHOOT PTY LTD.

terms | sitemap | privacy