Pre-Built Tooling
| Category | Details |
|---|---|
| Authentication | OAuth 2.0 (Authorization Code with refresh tokens) |
| Two-Way Sync | Yes |
| Events Supported | Yes |
| Realtime | Yes (via Webhooks and Platform Events) |
| Supports Rate Limiting | Yes (API limits based on Salesforce edition) |
| Authentication Scopes Supported | api, refresh_token, id, profile, email, offline_access, chatter_api, openid, CDP scopes |
Objects Supported
Alloy Automation supports syncing the following objects from Salesforce CRM:- Accounts
- Contacts
- Leads
- Opportunities
- Tasks
- Notes
- Orders
- Products (Product2)
Set Up Guide
Trial Access
| Question | Answer |
|---|---|
| Offers free trial? | Yes. Salesforce offers a 30-day free trial of Sales Cloud and other products. Start free trial |
| Requires paid sandbox | No. Developer Edition (free forever) and trial editions include sandbox environments. |
| Requires partnership to obtain authentication? | No. Any developer can create a Connected App for OAuth authentication. |
Authentication (OAuth 2.0)
For customers who want to completely whitelabel their OAuth experience, you can provide your own developer keys instead of using Alloy Automation’s.Use Cases
1) Automated lead capture
Capture leads from web forms, landing pages, or marketing platforms and automatically create lead records in Salesforce with proper assignment rules and lead scoring.2) Bi-directional contact sync
Keep contact records synchronized between Salesforce and email marketing platforms, customer support tools, or other CRMs, ensuring sales and marketing teams have consistent data.3) Opportunity pipeline automation
Trigger workflows when opportunities change stages, sending notifications, updating related systems, or creating tasks for follow-up actions automatically.4) Order and product management
Sync orders and product information between Salesforce and e-commerce, ERP, or fulfillment systems, maintaining accurate order status and inventory data.5) Customer 360 integration
Aggregate customer data from multiple sources into Salesforce accounts and contacts, creating a complete customer profile with interaction history, support tickets, and purchase data.API Gotchas
- API Request Limits: Salesforce enforces API request limits based on your edition (e.g., Enterprise Edition: 100,000 calls/24 hours). Monitor your API usage in Setup under System Overview. Requests that exceed limits will receive 403 errors.
- Field-Level Security: Even with proper OAuth scopes, field-level security (FLS) and object permissions control data access. If certain fields return null or operations fail with insufficient privileges errors, check the connected app user’s profile and permission sets.
- Composite API for Bulk Operations: For bulk creates/updates, use Salesforce’s Composite API or Bulk API 2.0 instead of making individual REST calls. This reduces API call consumption and improves performance.
-
Custom Objects and Fields: Salesforce custom objects end with
__c(e.g.,MyObject__c). Custom fields also use__csuffix. When querying or updating custom objects, always include the__cnamespace. - Governor Limits: Salesforce has governor limits (e.g., max 200 records per REST API request, 50,000 records per Bulk API batch). Design your integration to handle these limits with pagination and batching strategies.
For questions or troubleshooting, contact support@runalloy.com.