Salesforce Integration: Credentials, Config, Sync, Mapping

By Summit53 Team

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