This integration is designed for organizations that need to regularly synchronize CRM data between Administrate and Salesforce. The integration provides a one-way sync from Salesforce to Administrate for Accounts and Contacts.
Integration overview
- Accounts and Contacts are pulled from Salesforce into Administrate.
- Supports standard and custom fields on Accounts and Contacts.
- Administrators can review integration logs to audit and verify sync status.
Setup
Contact Support to enable and configure the Salesforce integration. During setup, you will confirm which Account and Contact fields should be synchronized.
Sync frequency
When the Salesforce integration is first configured, an initial sync pulls the defined Accounts and Contacts into Administrate.
After the initial sync completes, subsequent updates are pulled on a near real-time basis.
Monitoring and conflict resolution
Administrators can monitor sync activity by navigating to:
Settings → Integration Logs → Salesforce Integration
You can open individual log entries to review details, including whether the sync was successful and any error messages returned.
If a sync fails, review the payload and error details to identify the issue. After correcting the problem, click Retry to reprocess failed records.