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Connectors / CRM & Sales
CRM & Sales Live now
AWRA OpsHub + Salesforce
Push customers and vendors to Salesforce.
Overview
What the Salesforce connector does
Sync customers and vendors into Salesforce as Accounts, upserted on a custom external-ID field so re-running never duplicates. Connect production or sandbox with OAuth and pick exactly what flows.
You add one External ID field to the Account object, and from then on every sync upserts against it — so records update in place and never fork into duplicates. Validate the whole flow against a sandbox org first, then simply repoint at production when you are ready.
At a glance
- Category
- CRM & Sales
- Status
- Live
- Setup
- Connect with OAuth
- Data flow
- Out of AWRA
- Scope
- Per-organization
Capabilities
What you can do
Accounts sync
Customers and vendors become Salesforce Accounts.
External-ID upsert
Idempotent — records update in place.
Prod or sandbox
Connect either org environment.
Setup
How it works
1
Add a unique External ID field to the Account object (one-time).
2
Connect Salesforce with OAuth and pick the record types.
3
Sync now — Accounts appear and update in place.
One secure connection, then every user benefits
Connect once with OAuth using least-privilege scopes. Tokens are encrypted at rest, scoped to your organization, and you can revoke access at any time.
Enterprise-ready
Built for security & scale
Every connector rides the same hardened delivery layer that powers payments and accounting sync.
Encrypted at restSecrets & tokens
Per-organization isolationScoped credentials
Least-privilege OAuthYou stay in control
Retries & fallbackNothing lost
Delivery logsFull observability
Connect Salesforce to your whole operation
Set it up in minutes — securely, scoped to your organization, and yours to switch off any time.