Integrations › Salesforce

Salesforce Integration: Credentials, Config, Sync, Mapping

Set up the Connected App, connect OAuth, configure sync and push‑back, and manage field mapping.

Summit53 Team9 min readUpdated October 23, 2025

Overview

Connect Salesforce to sync Accounts, Contacts, Leads, Opportunities, Tasks and Notes; manage filters and API usage; and optionally push Summit53 scores back to Opportunity fields.

Tabs

  • Credentials: Connected App keys, environment, callback URL, test
  • Configuration: OAuth connection status, objects, API version, edition, namespace, push‑back
  • Sync Management: Preview, estimate size, advanced filters and presets, start and track sync
  • Field Mapping: Map external fields to Summit53 objects (accounts/contacts/leads/opps/notes)

Credentials

  • Provide Consumer Key and Consumer Secret from your Salesforce Connected App
  • Select Production or Sandbox
  • Use the displayed Callback URL in your Connected App
  • Required OAuth scopes in Salesforce:
    • api (Access and manage your data)
    • refresh_token, offline_access
  • Click Save Credentials, then Test Credentials to verify (no secrets are re‑displayed)

Configuration

  • Connect/Disconnect: OAuth flow with status check
  • Salesforce Edition: Developer/Professional/Enterprise/Unlimited — used to tune rate‑limit behavior
  • API Version: e.g. 64.0
  • Custom Namespace: For custom fields (e.g., myco__)
  • Objects: Toggle Accounts, Contacts, Leads (include converted), Opportunities, Tasks, Notes (Classic and Content)
  • Note Settings: Classic vs Content Notes; sync limits
  • Push‑back (optional): enable writing Summit53 MEDDPICC score and Forecast Confidence to Opportunity fields; choose mode (on‑update or scheduled), fields, and batch size; includes a Push Now single‑opportunity tool

Sync Management

  • Preview: Provide date range and owner; preview affected records
  • Estimate: Run estimation across filters to predict counts and duration
  • Filters: Basic (date range, owner, type) + Advanced Filters (object/stage/segments)
  • Presets: Save/load filter presets for repeatable syncs
  • Start Sync: Uses basic endpoint or advanced endpoint when filters provided
  • Track Progress: Auto‑polling until completed/failed; history of last 10 syncs

Field Mapping

Map Salesforce fields to Summit53 properties for each object type. Supports custom namespaces.

Security

  • OAuth 2.0 with PKCE; tokens stored securely and refreshed automatically
  • Credentials encrypted (AES‑256); TLS 1.2+ for API calls

Troubleshooting

  • Connected App not authorized: confirm callback URL and scopes; wait 2–10 minutes after creating app
  • API limit errors: reduce filters or schedule sync off‑hours; set correct edition
  • Push‑back failing: verify Opportunity field API names and permissions