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CRM

Connect Salesforce to any app with two-way sync.

Two-way sync Salesforce across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes
Setup guide: how Stacksync connects to Salesforce

Adopted by fast-scaling companies moving mission-critical data in real time

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Object catalog

What Stacksync syncs in Salesforce.

These objects sync between Salesforce and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Salesforce exposes them.

Accounts
Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Contacts
People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
Leads
Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines.
Opportunities
Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close.
Cases
Support records; synced with help desk tools or internal databases for escalation workflows.
Campaigns
Marketing membership data; read out for attribution analysis in the warehouse.
Tasks and Events
Activity records; usually read-only in syncs to feed activity reporting.
Products and Price Books
Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Custom Objects
Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
API surface

How Stacksync connects to Salesforce.

The connector runs on Salesforce's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Rate limits
Daily API request allocations vary by edition and license count.

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Supported
  • Webhooks Not available
Salesforce connector documentation
What ships with Salesforce

Connect Salesforce for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Salesforce instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Salesforce record.

Observability

Monitoring

Track your Salesforce sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Salesforce connector.

Salesforce is the CRM system of record for sales organizations from mid-market through large enterprise, typically owned by RevOps and dedicated Salesforce administrators. It anchors the go-to-market stack: Accounts, Contacts, Leads, and Opportunities live there alongside heavily customized custom objects, and most other revenue tools integrate into it. That accumulation of pipeline and customer master data makes it the system every other team needs to read from and write back to.

  • RevOps
  • Salesforce administrators
  • Data engineering
  • Sales operations

  1. Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.

  2. Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.

  3. Keep Salesforce and an ERP such as NetSuite aligned on customers, orders, and invoices through the quote-to-cash cycle.

  4. Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.

  5. Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.

  6. Two-way sync of Accounts, Contacts, and Opportunities with an operational Postgres database so engineering and internal apps work in SQL while reps keep working in Salesforce.

All Salesforce integrations

Pick the system you need to keep in sync with Salesforce. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 47

ERP · 44

Database · 49

Data warehouse · 30

Business productivity · 40

Accounting and finance · 17

How it works

Set up Salesforce in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Salesforce with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Salesforce objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Salesforce
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Salesforce database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Salesforce connector FAQ

What can I sync with the Salesforce connector?

Salesforce's core objects — Accounts, Contacts, Leads, Opportunities and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Salesforce?

Via REST, SOAP, and Bulk APIs, authenticated with OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode. Changes are detected as follows — apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting). Stacksync manages rate limits, retries, and schema changes automatically.

Is the Salesforce connector two-way?

Yes. Changes made in Salesforce propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Salesforce integration take to set up?

Most Salesforce integrations go live in minutes: authenticate Salesforce and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Salesforce data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Salesforce data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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