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.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
- 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. - Updating a Salesforce Connector in Salesforce Spiff
After you connect a Salesforce environment to Salesforce spiff, you can swap the connected environment for a different one, such as switching between production or sandbox. Or if you're a new Spiff admin who inherited a Salesforce connector that a different admin previously authenticated, reauthenticate the connector with the same credentials. - Options for Salesforce Synced Objects and Fields in Salesforce Spiff
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. - Adding Salesforce Spiff Users with No Salesforce License
When you use the Salesforce connector in Salesforce Spiff, you can add Spiff users who don't have a Salesforce license or who don't share your company's email domain. - Archiving Synced Salesforce Records in Salesforce Spiff
When you use the Salesforce connector in Salesforce Spiff but records aren't available for syncing in Salesforce, Spiff archives the records. Archived records are soft-deleted and hidden from view, but you can restore them. - Troubleshoot Salesforce Connector Sync Issues in Salesforce Spiff
If you're experiencing issues synchronizing data with the Salesforce connector in Salesforce Spiff, follow recommended steps to troubleshoot the issues.