Salesforce
Sync Salesforce accounts, opportunities, contacts, custom objects, and fields to your Shugyo digital twin.
Available data
- Standard objects
- Accounts, Contacts, Opportunities, Leads, Cases, and more than 100 other objects
- Custom objects
- All custom objects you've created
- Custom fields
- Formula fields and picklists are included
Sync methods
| Method | Best for |
|---|---|
| Incremental | Production use, respects API limits |
| Full Refresh | Initial sync, full snapshots |
Connector features
Available objects
Shugyo detects and syncs every object available to the integration user.
Salesforce Bulk API
Large datasets use the Salesforce Bulk API to reduce extraction time and API calls.
REST API fallback
Shugyo uses the REST API for field types that the Bulk API cannot handle.
Custom object support
Custom objects and fields use the same sync process as standard objects.
Common objects
| Description | Object |
|---|---|
| Companies and organizations | Account |
| People at accounts | Contact |
| Sales deals and pipeline | Opportunity |
| Potential customers | Lead |
| Support tickets | Case |
| Activities and to-dos | Task |
| Meetings and calendar items | Event |
| Marketing campaigns | Campaign |
Authentication
OAuth 2.0
OAuth 2.0 uses token-based access, so Shugyo does not store your Salesforce password. Use a dedicated integration user with read-only permissions.
Security
- OAuth 2.0 authentication
- Read-only access to your data
- SOC 2 Type II in progress
- You retain ownership of your data
INTEGRATION SETUP
Connect Salesforce to Shugyo
Tell us which Salesforce data you need and how often it should sync.