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Storage ⇄ CRM

Egnyte to Salesforce integration — real-time, two-way sync

Keep Egnyte and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect Egnyte and Salesforce

Keep the paperwork with the relationship: Salesforce and Egnyte share every customer's records and files in real time, in both directions.

Salesforce holds the customer relationship as structured records; Egnyte holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Accounts, Contacts, Leads, Opportunities in Salesforce aligned with Permissions, Links, Metadata, Events and Audit reports in Egnyte, in real time. A new account or deal can open its own folder in Egnyte; a document filed in Egnyte can surface as a link and metadata on the matching record in Salesforce; and records from Salesforce can be written into Egnyte as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • 02 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • 03 Stream Egnyte audit Events (file, login, permission, and Link changes) into a warehouse or SIEM for compliance and governance reporting.
  • 04 Provision and deprovision Egnyte Users and Groups from an HRIS or IdP so folder access follows employee onboarding and offboarding.

Common sync patterns

CRM records archived into storage

Records from Salesforce are written into Egnyte as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

Document status on the record

Metadata kept in Egnyte, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in Salesforce, so people working the account see where the paperwork stands without opening storage.

One place for a customer's files

Attachments that accumulate against a record in Salesforce collect in that customer's folder in Egnyte, so the full document history lives in one place and is reachable by anyone who needs it.

What you can sync between Egnyte and Salesforce

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Egnyte objects Salesforce objects How this pairing syncs
Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. Links is specific to Egnyte and Custom Objects to Salesforce — each maps to any object or custom field on the other side.
Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Metadata is specific to Egnyte and Accounts to Salesforce — each maps to any object or custom field on the other side.
Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Events and Audit reports is specific to Egnyte and Contacts to Salesforce — each maps to any object or custom field on the other side.
Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Files is specific to Egnyte and Leads to Salesforce — each maps to any object or custom field on the other side.
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. Folders is specific to Egnyte and Opportunities to Salesforce — each maps to any object or custom field on the other side.
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Cases Support records; synced with help desk tools or internal databases for escalation workflows. Users is specific to Egnyte and Cases to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Egnyte and Salesforce

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Egnyte Salesforce Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.

Salesforce Egnyte Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

DeliveryEach detected change is written to Egnyte through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Egnyte ⇄ Salesforce

Connect Egnyte and Salesforce for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Egnyte or Salesforce instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte or 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 Egnyte or Salesforce record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Egnyte and Salesforce.

How the Egnyte and Salesforce connectors work

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request

Salesforce

Integration surface
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)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Egnyte to Salesforce — three steps, no code

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 Egnyte and Salesforce with each platform's 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
    Egnyte connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Egnyte and Salesforce objects to sync — Stacksync auto-detects both schemas, 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 · Egnyte ⇄ 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
    Egnyte Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Egnyte and Salesforce integration FAQ

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
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

Related integrations

Every pair below is a real-time, two-way sync. Search all 528 integrations available for Egnyte and Salesforce.

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