Salesforce — Integration

Overview

Mirror key Activities to/from Salesforce and stitch them into Chronicle timelines. Link Contacts/Accounts/Opportunities and keep comments/notes in sync.

Capabilities

• OAuth (Connected App) with scoped read/write

• Contact/Account/Opportunity linkage and dedupe

• Case/Task/Event sync into timelines

• Field mapping with upsert by external ID

• Backfill and reconciliation utilities

1. 1

   Step 1

   Create a Connected App in Salesforce and note Client ID/Secret.

   Back to top
2. 2

   Step 2

   Authorize Chronicle and pick objects to sync (Cases, Tasks, Events).

   Back to top
3. 3

   Step 3

   Map fields and choose the external ID for upserts.

   Back to top
4. 4

   Step 4

   Run an initial backfill; verify Activities on a Contact timeline.

   Back to top

Limitations

• Salesforce validation rules and triggers may block writes; use an integration user or bypass perms.

• Attachment blobs are referenced via SecureStore links.

FAQs

Pricing