Salesforce
Salesforce is a Tier 2 (Core) integration with OAuth authentication.
Setup
- Open Settings > Integrations
- Click Connect on Salesforce
- You will be redirected to Salesforce’s OAuth consent screen
- Grant Waypath access to your Salesforce org
- You will be redirected back to Waypath
What syncs
| Salesforce entity | Waypath node type |
|---|---|
| Contacts | Customer |
| Accounts | Customer (company type) |
| Opportunities | Opportunity |
| Campaigns | Campaign |
| Tasks & Events | Touchpoint |
Sync behavior
- Initial backfill: imports people, accounts, opportunities, and campaign membership
- Incremental sync: polls for changes on a scheduled interval
- Identity resolution: matches Salesforce contacts to existing people via email