Introduction

Apollo offers the ability to sync Opportunities from your Salesforce account, allowing you to keep track of the details of any deals in your pipeline. Our opportunities sync also ensures that you can record any activities and communications that happen with your leads.

 

This article contains the following sections:

• Pull Records from Salesforce
• Push Records from Apollo
• Opportunities Stages Mapping
• Opportunities Fields Mapping

 

Pull Records from Salesforce

To enable the synchronization of your Salesforce Opportunities to Apollo, follow the instructions below:

1. Go to the Settings page.
2. Click on the Integrations option.
3. Find Salesforce and click the View button on the right-hand side.
4. At the Pull Records (Salesforce > Apollo) section, click the View button at the right-hand side.
5. Click on the Opportunities tab.
6. To enable the synchronization, find the option for Pull Salesforce Opportunities into Apollo? and click Yes.
7. Once you're done modifying the settings, click on the Save button at the upper-right corner.

• If you don't want your Salesforce opportunities to be visible in Apollo, select No for the option For Opportunities that are pulled from Salesforce, do you want to show them in Apollo?.

Pull All Salesforce Opportunities to Apollo

Apollo will synchronize your opportunity records automatically once they are updated. You will also have the option to trigger a manual pull in case any changes are made in Salesforce or to the mapping settings in Apollo. To do so, click on the option Pull all Apollo Opportunities to Salesforce Opportunities. Confirm you would like to proceed by clicking on Pull Now in the next pop-up.

 

Push Records from Apollo

To enable the synchronization of your Opportunities from Apollo to Salesforce, follow the instructions below:

1. Go to the Settings page.
2. Click on the Integrations option.
3. Find Salesforce and click on the View button on the right-hand side.
4. At the Push Records (Apollo > Salesforce) section, click the View button at the right-hand side.
5. Click the Opportunities tab.
6. To enable the setting Would you like to push new Apollo Opportunities to Salesforce?, click Yes.
7. Once you're done modifying the settings, click on the Save button at the upper-right corner.

Push All Apollo Opportunities to Salesforce

Apollo will synchronize your opportunities records automatically once they are updated. You will also have the option to trigger a manual push in case any changes are made in Salesforce or to the mapping settings in Apollo. To do so, click on the option Push all Apollo Opportunities to Salesforce Opportunities. Confirm you would like to proceed by clicking on Push Now in the next pop-up.

Opportunity Stage Mapping

The Opportunity stage sync settings are limited within Apollo since Salesforce does not allow stages to be created or updated through integrations. Because of this, adding stages is completely disabled while you are integrated with Salesforce, and you may only edit/delete stages that are not mapped.

 

To access Opportunity stage information, you can either go directly to Settings > Opportunities > Stages, or you can also access them through the following steps:

1. Go to the Settings page.
2. Click on the Integrations option.
3. Find Salesforce and click the View button on the right-hand side.
4. At the Stage and Field Mappings section, click the View button at the right-hand side.
5. Click on the Opportunities tab.
6. On the Stage Mappings option, click View.

 

From there, you have the list of Apollo Opportunity Stages available, where you can identify the ones Mapped from Salesforce. 

  

For Stages that are not Mapped, you'll be able to Edit their information or delete them as needed by clicking on the [...] button.

 

 

Opportunities Fields Mapping

Custom Fields are useful when you and your team have specific information in Salesforce that is used to keep track of or organize your Opportunities. You can sync these to Apollo if you would like to have all of the information in Salesforce aligned with records in Apollo, and vice-versa.

 

Once the fields created in Apollo are mapped with Salesforce, the data you have entered for your records will be synchronized anytime you Pull or Push your opportunities between each application. This is possible through the Settings > Integrations > Salesforce settings options.

 

To create and update custom fields for Opportunities in Apollo, you can either go directly over to Settings > Opportunities > Fields, or you can also access them through the following steps:

1. Go to the Settings page.
2. Click on the Integrations option.
3. Find Salesforce and click on the View button on the right-hand side.
4. At the Stage and Field Mappings section, click on the View button at the right-hand side.
5. Click on the Opportunities tab.
6. On the Custom Field Mappings option, click on View.

Create a New Custom Field

1. Click on the New Field button at the upper-right corner to create a custom field.
2. Over the Add Custom Opportunity Field window, enter a Name for the field.
3. Select the Type of field to match the type used in the Salesforce Field:
   • Single-line Text. You'll have the option to enter a Max Text Length.
     
   • Multi-line Text. You'll have the option to enter a Max Text Length.
   • Number
   • Date
   • Date/Time
   • Checkbox
   • Picklist
   • Picklist (Multi-Select). You'll have available two Picklist Options, and the values should be separated by commas.
     • Use Global Picklist Value Set
     • New Picklist Value Set
   • Lookup - User. (No other lookup fields are currently supported)
4. Then, if this field is available over Salesforce, use Map to Salesforce Opportunity Field (Optional) to find it over a list.
5. If this field cannot be edited in Apollo and is instead just populated from Salesforce (i.e. it is read-only), then enable the option for: This field will map to a read-only Salesforce field. It will only be pulled from Salesforce. Apollo users can read but not change these values directly.
6. Once you're done entering the information, click Save to finish.

Edit a Custom Field

1. From the Settings > Opportunities > Fields page, first, find the custom field you would like to edit.
2. Click on the [...] button and choose Edit.
3. Modify the information you need over the Edit Custom Opportunity Field window.
4. Once you're done entering the information, click Save to finish.

Delete a Custom Field

1. From the Fields page, first, find the custom field you would like to delete.
2. Click on the [...] button and choose Delete.
3. You'll be asked to confirm the deletion: This will nullify the custom field for all existing Opportunities. Are you sure you want to continue?
4. Click Yes to confirm.

 

Related Resources

• Opportunities in Apollo