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Salesforce is a cloud-based CRM software designed for service, marketing, and sales.
The Salesforce destination supports batch and real-time syncs.
The following table outlines the mandatory and optional parameters you will find on the Destination tab (Image 1).
The following parameters will help to define your data sync destination and how it functions.
You have the option to add a destination filter to your data sync. Please review the documentation here for more information on destination filters.You can use the "Test Connection" button to ensure that your credentials are properly configured to access your destination.
If configured correctly, a "Connection Successful" pop-up will appear.
If configured incorrectly, a "Connection Failed" pop-up will appear along with a link to the applicable error logs to help you troubleshoot.
Image 2: Define your Destination