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How to integrate Salesforce with Plecto

  1. Go to Data management > Data sources > + New data source > Salesforce.

  2. (Optional) If you want to connect a Sandbox account, enable the Connect to a Salesforce Sandbox option.

  3. Click Next and sign in to your Salesforce account.

  4. Click Allow to give Plecto permission to access your Salesforce data.

  5. Select the data types you want to import to Plecto.

  6. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  7. Click Next to finish and import your data.

Available data types

Our integration with Salesforce allows you to import almost any data type, as long as the data type has a created (or modified) date field. You can import any objects from Salesforce, including your own custom objects, or those from any app installed from AppExchange.

Salesforce Sandbox

It is possible to connect your Plecto organization to Salesforce Sandbox. You can choose this option when creating a new Salesforce data source in Plecto.

Strip HTML from rich text fields

It is possible to remove the HTML tags from rich text fields when importing your data from Salesforce to Plecto. You can enable/disable this option in Salesforce data source settings or when creating a new data source.

Show account name on an object

There are two ways how to show account names on objects.

First and easiest is to import multiple Salesforce objects into Plecto and join the data using formulas. You can then add a table widget to a dashboard and add the different formulas to get an overview of your metrics.

Second, you can link an object ID (such as an opportunity) to an account name in Salesforce to see them together in Plecto. To link the ID to an account, you need to add a formula field on the object in Salesforce.

Here's an example of how to show the account name on an opportunity.

  1. Open Salesforce.

  2. If you're using Salesforce Classic:

    1. Go to Setup > Customize > Customize your Opportunities tab > Add a custom field to opportunities. Scroll down and click New.

  3. If you're using Salesforce Lightning:

    1. Go to Setup > Objects > Add a custom field.

  4. Select Formula as the field type and click Next.

  5. Write "Account Name" in Field Label and "Account_Name" in Field Name.

  6. Select Text as the return type.

  7. Click Next.

  8. Open Salesforce's Enhanced Formula Editor.

  9. In the formula editor, click Insert field and select Opportunity > Account > Account Name.

  10. Click Insert, then scroll to the bottom right and click Next.

  11. Leave the default option Visible on all checked profiles.

  12. Click Next.

  13. Deselect Add field for every layout in the list.

  14. Click Save to finish.

Directory synchronization

  • Automatic sync – Run the directory synchronization automatically. If enabled, Plecto will synchronize the employees and teams every 24 hours. If disabled, you can still run the sync manually.

  • Sync teams – Synchronize all teams between Salesforce and Plecto.

  • Sync employees – Synchronize all your Salesforce employees with employees in Plecto.

  • Only sync data for selected teams – Synchronize employees and data for specific teams (user roles in Salesforce). This option is useful in case you have a large set of data and only want to import a small portion of it.

    • If enabled, Plecto will create only the teams and their respective employees that you have selected in the directory. Plecto will also only import the registrations owned by the employees of the selected teams, therefore make sure that you've correctly added users to their roles in Salesforce.

    • If disabled, Plecto will import registrations for all employees and teams.