Salesforce
Sync your complete Salesforce data to Shugyo.ai. Accounts, opportunities, contacts, and custom objects — all in your digital twin.
What You Can Sync
- Standard Objects
- Accounts, Contacts, Opportunities, Leads, Cases, and 100+ more
- Custom Objects
- All custom objects you've created
- Custom Fields
- Including formula fields and picklists
Sync Methods
| Method | Best For |
|---|---|
| Incremental | Production use, respects API limits |
| Full Refresh | Initial sync, complete snapshots |
Key Features
All Objects Dynamically
We detect and sync all objects your user has access to. No manual configuration.
Bulk API for Performance
Large datasets sync via Salesforce Bulk API. Faster extraction, fewer API calls.
REST API Fallback
Complex field types automatically use REST API when needed.
Custom Object Support
Your custom objects and fields sync just like standard ones.
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
Secure, token-based authentication. No passwords stored. We recommend creating a dedicated integration user with read-only permissions.
Security
- OAuth 2.0 authentication
- Read-only access to your data
- SOC 2 compliant
- Your data is 100% yours
READY TO CONNECT
Ready to connect Salesforce?
Get your Salesforce data flowing into your digital twin. No migration projects, no IT overhead.