Things to Check if you're not finding the Apollo Lead, Contact, Email, etc. Records you want in Salesforce
1. Check the Apollo Record(s) you thought would be sent to Salesforce in your Apollo App
- If a Contact or Account Record has been sent to Salesforce, it will contain a Salesforce Cloud icon you can click to view the record in Salesforce directly from your Contacts or Accounts pages:
- If an email record has been sent to Salesforce, it will contain a link to view the record in Salesforce under the circular options dropdown button on the right side of that record's listing on the corresponding Contact page in your Apollo App:
2. Check your Apollo Salesforce integration settings by navigating to Settings > Salesforce in your Apllo App. Under Basics, look at the right side of the page to find Push Settings and...
If you're having issues pushing Apollo Contacts/Accounts to Salesforce, confirm if you're pushing as Leads or Contacts (you have to choose which since Salesforce has both) and/or only at certain stages.
If you're having issues pushing emails, tasks, calls, or notes to Salesforce, make sure you've selected to enable those objects to push in the first place, and for emails, confirm which types of emails you're pushing (since you can select whether or not to push emails sent through Apollo only and/or ones sent directly from your linked mailbox, for instance) and whether or not you're creating new Contacts when you push an email to Salesforce for a Contact that doesn't already exist (in Salesforce) - if you're not, that's a very common reason for emails to fail to push to Salesforce:
- Important: Timing matters - If you haven't set your push settings or change them, those Apollo records will push to Salesforce going forward once you click Save on this page, but we cannot retroactively push old records that would now qualify. In other words, if you correct these settings for a record you thought would push to Salesforce, that kind of record will push from then-on.
3. Confirm if you have any custom validation in Salesforce that can be causing Apollo records to fail to push to Salesforce. In your Apollo App, navigate to Settings > Salesforce > Errors (tab) to check any errors we've had pushing records to Salesforce, which will also list the cause of those errors. If our system tried but failed to push a Contact or Account to Salesforce, you will also see the same Salesforce cloud icon in a failed (greyed-out) listed with that Contact or Account when you view it on your Contacts or Account pages.
4. If everything looks good after these checks, hit us up at firstname.lastname@example.org and we'll be happy to help!
Article is closed for comments.