Salesforce Source

Salesforce Source

Connect your Salesforce org to Outrun for enterprise-grade data synchronization. Salesforce offers the most comprehensive object support with real-time capabilities through PubSub integration.

⚡ Enterprise Features

Salesforce integration includes PubSub real-time sync for Enterprise, Unlimited, and Performance editions, with automatic fallback to polling for other editions.

Supported Objects

Salesforce maps to the following standardized objects:

👥 People (from Multiple Objects)

  • Contact: Primary contact records
  • Lead: Prospective contacts
  • User: Internal Salesforce users
  • Primary ID: Salesforce ID
  • Key Fields: Email, name, phone, title, account association

🏢 Organizations (from Accounts)

  • Source Object: Account
  • Primary ID: Account ID
  • Key Fields: Account name, website, industry, revenue, billing address

📦 Products (from Product Objects)

  • PricebookEntry: Product pricing information
  • Product2: Product catalog items
  • Primary ID: Product ID
  • Key Fields: Name, price, product ID, pricebook association

🔗 Relationships

  • Contact ↔ Account: Employment and business relationships
  • Contact ↔ Contact: Person-to-person connections
  • Account ↔ Account: Company partnerships and hierarchies
  • Account ↔ Contact: Reverse business relationships

Real-Time Sync (PubSub)

Salesforce offers real-time data synchronization through Platform Events:

Supported Editions

  • ✅ Enterprise Edition
  • ✅ Unlimited Edition
  • ✅ Performance Edition
  • ❌ Professional Edition (polling fallback)
  • ❌ Essentials Edition (polling fallback)

PubSub Channels

  • /data/ChangeEvents - Generic change events
  • /event/AccountChangeEvent - Account changes
  • /event/ContactChangeEvent - Contact changes
  • /event/OpportunityChangeEvent - Opportunity changes
  • /event/LeadChangeEvent - Lead changes
  • /event/CaseChangeEvent - Case changes

Fallback Behavior

  • Auto-Detection: Outrun automatically detects PubSub availability
  • Graceful Fallback: Falls back to 15-minute polling if PubSub unavailable
  • No Configuration: Seamless operation regardless of Salesforce edition

Authentication

Salesforce uses OAuth 2.0 with additional security features:

  1. OAuth Flow: Standard OAuth 2.0 with refresh tokens
  2. Connected App: Requires Salesforce 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 Type Description
emailAddress Email String Primary email address
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[].id AccountId String Associated account ID
associations[].displayName Name String Account name

Organizations (Accounts)

Outrun Field Salesforce Field Type Description
companyName Name String Account name
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 String Industry classification
description Description String Account description
numberOfEmployees NumberOfEmployees Number Employee count
annualRevenue AnnualRevenue Currency Annual revenue

Products (PricebookEntry)

Outrun Field Salesforce Field Type Description
name Name String Product name
price UnitPrice Currency Unit price
isActive IsActive Boolean Active status
productId Product2Id String Related product ID
pricebookId Pricebook2Id String Pricebook ID

Rate Limits

Salesforce has sophisticated rate limiting that Outrun optimizes:

  • Default Operations: 100 requests per 10 seconds
  • Search Operations: 5 requests per second
  • Destination Writes: 10 requests per second
  • PubSub Events: Real-time (no polling limits)

🏢 Enterprise Optimization

Enterprise orgs often have higher API limits. Contact us to configure custom rate limits that match your Salesforce API allocation for maximum performance.

Sync Behavior

Initial Sync

  • Backfill Period: 30 days by default
  • Polling Interval: 60 minutes (when not using PubSub)
  • Data Processing:
    1. Raw data → _stream collection
    2. Merged data → _consolidate collection
    3. Standardized objects → People, Organizations, Products, Relationships

Real-Time Sync (PubSub)

  • Event Detection: Instant notification of changes
  • Supported Objects: Account, Contact, Opportunity, Lead, Case
  • Change Types: Create, Update, Delete, Undelete
  • Reliability: Automatic retry and error handling
  • Fallback: Seamless switch to polling if PubSub fails

Continuous Sync (Polling)

  • Change Detection: LastModifiedDate-based queries
  • Update Frequency: Every 60 minutes
  • Incremental Updates: Only changed records processed
  • Bulk Operations: Efficient batch processing for large datasets

Destination Capabilities

Salesforce also supports receiving data from Outrun:

Available Fields for People

  • Email address (required)
  • First and last name
  • Phone numbers
  • Job title
  • Company association

Available Fields for Organizations

  • Company name (required)
  • Domain
  • Website
  • Country
  • Industry
  • Description

System Nuances

Salesforce-Specific Considerations

  1. Record Types: Different record types are handled appropriately
  2. Custom Fields: Standard fields mapped; custom fields require configuration
  3. Sharing Rules: Respects Salesforce sharing and visibility rules
  4. Field-Level Security: Honors field-level permissions
  5. Validation Rules: Salesforce validation rules are respected during writes
  6. Triggers: Salesforce triggers fire normally during data operations

Data Quality Notes

  • Required Fields: Salesforce required fields are enforced
  • Picklist Values: Picklist constraints are respected
  • Data Types: Proper type conversion (Currency, Date, DateTime)
  • Relationships: Lookup and master-detail relationships preserved
  • Deleted Records: Salesforce Recycle Bin items are handled appropriately

Performance Considerations

  • Bulk API: Used for large data operations
  • Selective Queries: Only necessary fields are retrieved
  • Index Optimization: Queries optimized for Salesforce indexes
  • Governor Limits: All Salesforce governor limits are respected

Best Practices

Setup Recommendations

  1. Connected App: Create a dedicated Connected App for Outrun
  2. User Permissions: Use a dedicated integration user with appropriate permissions
  3. IP Restrictions: Configure IP restrictions for enhanced security
  4. Custom Fields: Document custom fields needed for sync
  5. Record Types: Identify which record types to include/exclude

Performance Optimization

  1. PubSub Enablement: Ensure PubSub is available for real-time sync
  2. Selective Sync: Configure specific objects and fields
  3. Bulk Operations: Use bulk operations for large initial syncs
  4. Monitoring: Monitor API usage in Salesforce Setup
  5. Indexing: Ensure proper indexing on frequently queried fields

Troubleshooting

Common Issues

Authentication Failures

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

PubSub Issues

  • Confirm Salesforce edition supports PubSub
  • Check Platform Event permissions
  • Verify Change Data Capture is enabled
  • Monitor event delivery in Salesforce

Rate Limit Errors

  • Monitor API usage in Salesforce Setup
  • Check for other integrations consuming API calls
  • Consider upgrading Salesforce edition for higher limits
  • Contact support for custom rate limit configuration

Data Sync Issues

  • Verify field-level security permissions
  • Check sharing rules and record access
  • Confirm validation rules aren't blocking updates
  • Review trigger behavior for conflicts

Support Resources

Ready to connect Salesforce? Follow our Getting Started guide to set up your first sync.

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