Apollo Can Sync Through Either Your Personal Salesforce Account or Your App's Sync Credentials
What is the Difference Between My Salesforce Account and Sync Credentials?
Your Salesforce Account is user-specific, and Sync Credentials are app-wide. Once you've connected your personal Salesforce account to Apollo per the instructions detailed here, you will see a new option for 'Sync Credentials' appear within Settings > Integrations > Salesforce > Authentication -
This is always user-specific, and represents your personal Salesforce account. It can be connected from both Settings > Integrations > Salesforce > Authentication and Settings > You > General (for when you don't have permission to access integration settings).
If your Apollo login email and SFDC login email are different, we'll prompt you specify which SFDC user to sync actions under -
- Important Note: The connected Salesforce account must be different for every user in Apollo. We will not allow two (or more) users to connect the same account.
Once configured, it will allow us to sync your actions in Apollo with your actions in Salesforce. These are then further controlled from Settings > Integrations > Salesforce > Activities, Tasks, Meetings, and Notes.
As long as you've connected your Salesforce account to Apollo, we'll be able to sync:
- Record creator: When you create a record in Apollo, the corresponding record in SFDC will show as being created by you (more information here)
- Ownership: When you become the owner of a contact or account in either system, you can be shown as the owner in both places
- Logs: When an activity is logged to a contact in Apollo, we can show you as the creator of the corresponding log in SFDC. This applies to emails, notes, tasks, calls, and meetings / calendar events
The account you choose here is always applied app-wide (for all users), and is used as the primary connection between Apollo and SFDC. We often refer to this person as the Apollo/SFDC "super user".
Not all Salesforce accounts have permission to read and write data in Salesforce, so the Sync Credentials section lets you choose which Salesforce account has the most administrator privileges (out of those that have been connected to Apollo).
- Important Note: A Salesforce account must be connected to Apollo before it becomes available as a super user. If the chosen super user doesn't have full admin permissions in SFDC, then the SFDC integration will not work properly.
What Happens If Sync Credentials Are Set but My Personal Salesforce Account Isn't Connected?
Contact and Account Ownership, as well as activity logs (both detailed under the Salesforce Account section above), will not be synced under your name in SFDC. As a result, these items will default to syncing under the super user instead.
This means that if you make yourself the owner of a contact in Apollo, SFDC will show it as being owned by the super user. The same goes for activity logs, which will appear created by them.