Salesforce

Connect Salesforce to sync CRM data with AmpUp

Connect your Salesforce instance to AmpUp to sync accounts, contacts, opportunities, and activity data. AmpUp will use this data to provide context-aware coaching and automatically log insights back to your CRM.

Prerequisites

Before connecting Salesforce, ensure you have:

Salesforce admin or integration permissions

Access to your Salesforce organization’s settings

AmpUp admin access for your organization

Salesforce Consumer Key and Consumer Secret (see Create a Salesforce Connected App below)

These credentials are required to establish a secure link between Salesforce and AmpUp. Once connected, your data will be encrypted in transit and at rest, and synced periodically to keep AmpUp up to date with your latest CRM data.

Create a Salesforce Connected App

Before connecting Salesforce to AmpUp, you’ll need to create a Connected App in Salesforce to obtain your Consumer Key and Consumer Secret.

1. Create a Salesforce Developer Account (if needed)

   If you don’t already have a Salesforce org, sign up for a developer account at:

   https://developer.salesforce.com/signup
   

   Then sign in to access the setup features.

2. Access Setup

   In Salesforce, click the gear icon in the top right corner and select Setup.

   
3. Enable External Client Apps

   In the left sidebar, navigate to Platform Tools → Apps → External Client Apps → Settings and ensure this feature is enabled.

   You must enable External Client Apps before proceeding. The option to create a new Connected App will not appear otherwise.

   
4. Create a New Connected App

   While still in the External Client Apps Settings panel, click New Connected App.

   Use the New Connected App button in the External Client Apps Settings panel — not the one in App Manager.

   

   Fill in the required fields:

   • Connected App Name — a descriptive name (e.g., “AmpUp Integration”)
   • API Name — auto-populates from the app name
   • Contact Email — your admin email
5. Configure OAuth Settings

   Check Enable OAuth Settings and configure the following:

   Callback URL:

   https://api.withampersand.com/callbacks/v1/oauth
   

   Required OAuth Scopes — add the following:

   • Perform requests at any time (refresh_token, offline_access)
   • Manage user data via APIs (api)

   Then uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.

   
6. Save the App

   Click Save to create the Connected App.

7. Copy Your Credentials

   Navigate to Platform Tools → Apps → App Manager, find your newly created app, click the dropdown arrow, and select View.

   Click Manage Consumer Details. You may be asked to verify your identity.

   Copy the Consumer Key and Consumer Secret — you’ll need these when connecting Salesforce in AmpUp.

What Data Syncs

From Salesforce to AmpUp

Object	Fields Synced
Accounts	Name, industry, website, annual revenue, employee count, description
Contacts	Name, title, email, phone, account association
Opportunities	Name, stage, amount, close date, associated contacts
Activities	Tasks, events, call logs associated with opportunities
Users	Name, email, role, manager hierarchy

From AmpUp to Salesforce

Data Type	Description
Meeting Notes	AI-generated summaries logged as activities
Coaching Scores	Performance metrics added to opportunity records
Next Steps	Action items captured from calls

Connect Salesforce

1. Navigate to Integrations

   In AmpUp, go to Settings → Integrations → Salesforce.

2. Enter Provider Credentials

   Click the Connect Salesforce button. AmpUp will prompt you to enter the Consumer Key (Client ID) and Consumer Secret (Client Secret) from the Salesforce Connected App you created above. AmpUp securely stores these credentials and uses them to establish the OAuth connection.

   
3. Authorize with Salesforce

   After entering your credentials, you’ll be redirected to Salesforce. Sign in with your admin credentials and click Allow.

   Make sure you’re signing into the correct Salesforce org (Production vs Sandbox).

4. Authorize AmpUp

   Review the permissions requested and click Allow to authorize the connection.

   AmpUp requests the following OAuth scopes:

   • api - Access your data via API
   • refresh_token - Maintain the connection
   • offline_access - Sync data when you’re not logged in
5. Configure Sync Settings

   After authorization, configure which objects and teams to sync:

   • Select Objects: Choose which Salesforce objects to sync
   • Select Users: Choose which users’ data to include
   • Set Sync Frequency: Real-time or scheduled sync
6. Initial Sync

   AmpUp will begin importing your Salesforce data. This typically takes 1-4 hours depending on data volume.

Configuration Options

Object Mapping

Customize how Salesforce objects map to AmpUp concepts:

Salesforce Account    →  AmpUp Company
Salesforce Contact    →  AmpUp Person
Salesforce Opportunity →  AmpUp Deal
Salesforce User       →  AmpUp Rep

Field Mapping

Map custom Salesforce fields to AmpUp:

1. Go to Settings → Integrations → Salesforce → Field Mapping
2. Click Add Custom Field
3. Select the Salesforce field and AmpUp destination

Write-back Settings

Control what AmpUp writes back to Salesforce:

Setting	Options
Meeting Notes	Always, Never, Ask
Coaching Scores	Custom field or disabled
Activity Logging	Create tasks, events, or none

Sync Status & Troubleshooting

Check Sync Status

View your sync status at Settings → Integrations → Salesforce → Sync Status.

Status	Meaning
✅ Connected	Integration is active and syncing
🔄 Syncing	Data sync in progress
⚠️ Warning	Partial sync or rate limit hit
❌ Error	Connection issue - reauthorization needed

Common Issues

Connection expired

Salesforce OAuth tokens expire periodically. Click Reconnect in your integration settings to reauthorize.

Missing data

Ensure the connected user has read access to the Salesforce objects and records you expect to sync. AmpUp can only access data the connected user can see.

Sync delays

Large Salesforce orgs may experience delays during initial sync. Real-time sync applies to new records after initial import completes.

Rate limits

If Salesforce rate limits are hit, AmpUp will automatically retry. Check your Salesforce API usage if you see persistent warnings.

Disconnect Salesforce

To disconnect the integration:

1. Go to Settings → Integrations → Salesforce
2. Click Disconnect
3. Confirm the disconnection

Disconnecting removes AmpUp’s access to Salesforce immediately. Historical data already synced to AmpUp will be retained unless you request deletion.

FAQ

Can I connect multiple Salesforce orgs?

Yes, contact [e-mail] to enable multi-org support for enterprise plans.

Does AmpUp support Salesforce Sandbox?

Yes, you can connect sandbox environments for testing. Use the sandbox login URL when connecting.

What Salesforce editions are supported?

AmpUp supports Professional, Enterprise, Unlimited, and Developer editions with API access enabled.

How often does data sync?

New records sync within 5 minutes. Full re-syncs occur daily to catch any updates.