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Data warehouse ⇄ CRM

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

Keep Materialize 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 Materialize and Salesforce

Sync Salesforce into Materialize continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Custom Objects, Accounts, Contacts, Leads from Salesforce land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in Salesforce. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
  • Drive alerting and operational tooling from SUBSCRIBE change streams instead of scheduled queries.
  • Maintain real-time inventory, usage, or account-health counters consumed by customer-facing applications.

Cleanup that sticks

Deduplication and normalization done in Materialize can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from Salesforce are queryable in Materialize moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Materialize appear as fields in Salesforce, where the people working accounts actually see them.

What you can sync between Materialize 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.

Materialize objects Salesforce objects
Sources Ingestion points (Kafka, Postgres CDC, MySQL CDC, webhook) that feed external data into Materialize. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Materialized Views Incrementally maintained query results that syncs read as continuously up-to-date datasets. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Sinks Outbound connections that emit view changes to Kafka topics. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Indexes In-memory arrangements that make view reads fast for serving workloads. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
Clusters Compute pools that isolate ingestion, view maintenance, and serving. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Connections & Secrets Stored credentials and endpoints used by sources and sinks. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
What ships with Materialize ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Materialize 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 Materialize or Salesforce record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Materialize and Salesforce connectors work

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC

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

    Choose tables

    Pick the Materialize 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 · Materialize ⇄ 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
    Materialize Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Materialize and Salesforce integration FAQ

SECURITY

Security teams love 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

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Materialize and Salesforce.

Popular · 8 of 386
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