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What is Salesforce? 

Salesforce is a cloud-based software company focusing on customer service applications, customer relationship management (CRM), sales and marketing automation, application development, and analytics. 

Salesforce’s methods of presenting payment information make it easy for users to digest and understand their data. This allows businesses of all sizes to make smarter decisions for their go-to-market (GTM) teams. 

While Salesforce is the most dominant CRM in the market, it can be difficult to integrate with other tools due to the customization most businesses do to make it work for their GTM teams. For instance, recurring revenue cannot be tracked natively in Salesforce.

Syncari makes it possible to control Salesforce data as it flows throughout your GTM tech stack, while ensuring high quality fields in all systems.

Salesforce Data Model

Using our Sync Studio, you can route objects from Salesforce to entities in Syncari. You’ll see periodic data updates in near real time, all of which can be deduped, enriched, and cleansed before being stored in Syncari’s database. 

The Salesforce Synapse synchronizes these objects:

  • Account
  • Contact
  • Campaign
  • Custom
  • Lead
  • Opportunity
  • User

Syncari Synapse functions fully support and protect your standard and custom objects data. 

Further reading: Salesforce Deduplication Guide

Intro to Syncari for Salesforce Sync

Syncari is a RevOps automation platform designed to unify data across various systems and GTM teams. Our specialities are in marketing automation, sales engagement, finance and customer success tools, ERP, and CRM. 

Because revenue operations data inherently moves across different platforms, it can be difficult to efficiently track and manage information. This is where Syncari comes in. We provide stateful synchronization among sources to ensure your data is accurate and in one place. 

Benefits of using Syncari for Salesforce Sync 

The Syncari for Salesforce Synapse allows for bidirectional data synchronization, which Syncari actions easily facilitates. You can map all Salesforce objects to entities within Syncari. 

If you change or update your records, objects routinely sync with Syncari in near real time to ensure your files have the latest information. So if you make multiple updates to even one record, our periodic synchronization ensures you have a flexible conflict resolution strategy.

You can flow data that’s sourced from various systems to the same place. What’s more, you can enrich, dedupe, and cleanse that data along the way.

Your sales and marketing teams can depend on reliable access to accurate information in Salesforce and related systems with syncs devoid of human error.

Get started with Syncari for Salesforce

Test drive Syncari today or request a custom demo. To understand how to get going with Salesforce in your Syncari instance, refer to the support setup guide.