The Salesforce connector covers the full CRM data plane - Accounts, Contacts, Opportunities, Leads, Activities, custom objects. Sync can be one-way (Salesforce as source of truth, Apragya read-only), one-way reverse, or two-way with conflict resolution policies.
Connect Salesforce
- Sidebar > Integrations > Connectors > Salesforce > Connect
- OAuth 2.0 to your Salesforce org (production or sandbox)
- Pick the user the connector authenticates as - a dedicated integration user is recommended (not a real human's seat)
- API edition: Salesforce charges per API call - Enterprise+ or Performance editions give the daily API budget for production scale
Choose sync direction
- Salesforce -> Apragya only (default for tenants where Salesforce is already the system of record)
- Apragya -> Salesforce only (for tenants building net-new in Apragya and writing to Salesforce as a reporting destination)
- Two-way with conflict policy (last-write-wins by default; configurable per field)
Field mapping
The connector ships with default mappings for the standard objects + standard fields. Custom fields and custom objects need explicit mapping via the Field Mapping UI - map Salesforce field by API name to Apragya field by slug, with optional transform functions (concat, split, date format, lookup).
Real-time vs batch
- Real-time uses Salesforce Platform Events / Change Data Capture - landed updates within 2-5 seconds
- Batch runs every 15 minutes by default - configurable to as often as 5 minutes; lighter on API budget but slower
- Mix-and-match: e.g., real-time on Accounts + Opportunities, batch on Activities
Salesforce API rate limits depend on edition. Enterprise tenants typically have 100k-1M API calls/24h - a healthy mid-market sync runs about 50k/day. The connector backs off automatically on 429s, then resumes; no manual intervention needed.