Salesforce supports various objects: Leads, Contacts, Accounts, Opportunities, Tasks, Campaigns as well as Custom Objects.
Our Salesforce connector allows you to fetch Leads from your Salesforce instance. You can define precisely what are the fields on the Leads that you want to capture using the Lead Incoming Fields
dropdown (see screenshot below)
A Lead inside Salesforce with a AnnualRevenue
field will become a User inside Hull with a salesforce_lead/annual_revenue
attribute. Same thing for all the fields attached to that particular lead.
The Salesforce connector also allows you to fetch Contacts from your Salesforce organization.
You can define precisely what are the fields on the Contacts that you want to capture using the Contact Incoming Fields
dropdown (see screenshot below)
A Lead inside Salesforce with a Contact_Status__c
field will become a User inside Hull with the salesforce_contact/contact_status__c
attribute. Same thing for all the fields attached to that particular contact.
⚠️Warning ⚠️
If a Lead already ingested inside Hull becomes a Contact inside Salesforce, it will be ingested inside Hull on the same User with new salesforce_contact/
attributes.
In other words, salesforce_lead/
and salesforce_contact/
attributes do not overwrite each other inside Hull
The Salesforce connector also allows you to fetch Accounts from your Salesforce organization.
You can define precisely what are the fields on the Accounts that you want to capture using the Account Incoming Fields
dropdown. For Accounts, you need to enable the toggle button called Account fetch
to authorize the sync. (see screenshot below)
Tasks in Salesforce are to-do items attached to Objects inside Salesforce. For example, they can be used to remind the user to call an Opportunity to try to close it. They can also be used as a Timeline of events on the Lead or the Contact because some integrations with Salesforce can convert an event happening in a third party tool into a Task on the Contact. (see how Hull can convert events into Tasks —> link to Send data from Hull to Salesforce)
With Hull's Salesforce connector, it is possible to ingest Tasks as events inside Hull. These events will be attached to the corresponding User inside Hull.
To do so, the Salesforce connector has a section called Events - Fetching Tasks from Salesforce
(see below):