---
schema_version: "1"
id: 30fae3ee4dd5c63ae9b9af38104f955aa7dcdbed02bdf9ad472650bc553e809e
title: Add a Salesforce Connector
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_connector_add.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_connector_add.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d5834e1f33e9b7c7da462bf45d10d5ec55a67e767c8e69131e217b9beaf67014
description: To sync data from Salesforce with Salesforce Spiff, add a connector. You can set up connectors for up to five Salesforce orgs.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add a Salesforce Connector

To sync data from Salesforce with Salesforce Spiff, add a connector. You can set up connectors for up to five Salesforce orgs.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d75986e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d75986e76 ">To add a Salesforce connector:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d75986e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with these permissions turned on.</p>
              <ul>
                <li>Connectors: Edit</li>

                <li>Data Sources: Sync</li>

              </ul>
            </td>

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Review these important considerations before you begin.

- We recommend that you create a data mapping spreadsheet that lists all objects and fields that you plan to sync. See [Recommended Data Mapping Prerequisite for Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_data_mapping.htm&release=264.0.0&type=5 "Before you import data from Salesforce or a third-party data source into Salesforce Spiff, create a data mapping spreadsheet that lists all objects and fields that you plan to sync. Make sure that you collaborate with all required stakeholders and receive approval for your design before you set up the connectors and sync data.").
- Spiff doesn’t provide an option to delete a connector after you set it up. Make sure that you plan to implement the connector with the correct Salesforce org completely. If you connect to the wrong org, you can swap the connected org later. In some limited cases, you can delete the connector by contacting Salesforce Customer Support.
- If you plan to export synced data to Data 360, the first Salesforce org that you connect also serves as the outbound Data 360 integration. Set up the Salesforce connector for the org that you plan to sync with Data 360 first. See [Data 360 Reporting with Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_data_cloud_reporting.htm&release=264.0.0&type=5 "Salesforce Spiff can send reporting data into Data 360. You can access Spiff reporting data through API, pull it into other cloud platforms, visualize it in Tableau or CRM Analytics, or use it with the many other features of Data 360. The Reporting Data Configuration page lets you control what data is sent to Data 360. You can also use custom names and data types for fields for reporting purposes within Data 360."). You can’t change which connector you use for Data 360 integration.

## Connect to Salesforce

1. To avoid accidentally connecting Spiff to the wrong Salesforce org, log out of all Salesforce orgs that you’ve been using in your browser.
2. From the Admin menu in Spiff, select **Connectors**.
    
    The page shows connector cards for all active and available connectors.
3. Locate the Salesforce card and select **Add Connector**.
4. If a login page appears, click **Authenticate** and enter your credentials in the OAuth flow.
    
    To connect with Salesforce, your user profile must have admin credentials. We recommend creating a generic profile so that you can authenticate to Salesforce without tying the Salesforce connector to a specific person.
    
    If you don’t see the Salesforce login, clear your cache.

After authentication, the connector appears in the Active Connectors section of the Connectors page. An Integration Health card shows the date and time of the last successful Salesforce sync. If the sync fails, the Healthy status changes to a Sync Error status and includes a link to the Sync Logs page. Or, from the Connectors page From the Admin menu, select **Sync Logs**.

## Map Salesforce Records to Spiff Records

In the Salesforce Objecting Syncing Setup window, specify how you want to map Salesforce records to Spiff records.

1. On the connector's card, click **Select Objects**.
2. On the Select Objects step, select the Salesforce objects that you want to map in Spiff, and click **Next**.
3. On the Map Tables step, select the Spiff object that you want to map to each Salesforce object.
    
    This action provides a normalized representation for the synced data in Spiff and creates relationships between some records. For example, maybe you map Salesforce opportunities and opportunity products to Spiff deals and deal products. After the sync completes, Spiff creates a relationship between the deal and deal product.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)
    
    Important Only one Salesforce connector can map to the Spiff user object. If you set up another Salesforce connector and try to map to the Spiff user object again, Spiff prevents you from proceeding. Users that you import from Salesforce always have the default Representative role assigned, but you can later update roles manually from the Role Management page. Salesforce connectors don’t support other default roles or any custom roles.
4. Optionally modify the Spiff display name for the synced object.
5. Select a start date for the object, which determines how much historical data you sync into Spiff.
    
    You can select a date up to one year in the past. After you set up the connector, you can modify the Back-Sync Date for an object to a date that’s up to two years in the past. See [Options for Salesforce Synced Objects and Fields in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_connector_salesforce_considerations.htm&release=264.0.0&type=5 "After you set up a Salesforce connector and sync data into Salesforce Spiff, manage the synced objects and fields for better system performance and data coverage. On the Salesforce connector card, click the three dots, and select Synced Objects and Fields.").
6. When you’re done mapping objects, click **Next**.
7. On the Advanced Filtering step, optionally specify a SOQL `WHERE` clause that further filters the specific Salesforce records that you want to sync. See [WHERE](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_conditionexpression.htm) in SOQL and SOSL Reference.

#### See Also

- [Salesforce Connectors in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_connector_salesforce.htm&release=264.0.0&type=5 "Sync data from Salesforce objects and fields for use within Salesforce Spiff. Set up connectors for up to five Salesforce orgs, sync data, and manage users between Salesforce and Spiff.")
- [Third-Party Data Integration in Salesforce Spiff with Workato Recipes](https://help.salesforce.com/s/articleView?id=sales.spiff_workato.htm&release=264.0.0&type=5 "All third-party data integrations in Salesforce Spiff, other than the default Spiff import option and default Salesforce connector, are managed through Workato, an iPaaS tool. With Workato, you can export, transform, and load data from one system to another.")
- [User Roles and Permissions in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&release=264.0.0&type=5 "Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.")