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Sync Salesforce data

Account

The Account object is used to represent a company in a CRM system.

Association

The Association record refers to an instance of an Association Type.

AssociationType

The Association Type object represents the relationship between two objects.

Contact

The Contact object is used to represent an existing point of contact at a company in a CRM system.

CustomObject

The Custom Object record refers to an instance of a Custom Object Class.

CustomObjectClass

The Custom Object Class object is used to represent a Custom Object Schema in the remote system.

Engagement

The Engagement object is used to represent an interaction noted in a CRM system.

EngagementType

The Engagement Type object is used to represent an interaction activity. A given Engagement typically has an Engagement Type object represented in the engagement_type field.

Lead

The Lead object is used to represent an individual who is a potential customer.

Note

The Note object is used to represent a note on another object.

Opportunity

The Opportunity object is used to represent a deal opportunity in a CRM system.

Stage

The Stage object is used to represent the stage of an opportunity.

Task

The Task object is used to represent a task, such as a to-do item.

User

The User object is used to represent a user with a login to the CRM system.

FAQ on integrating with Salesforce API

How does Merge interact with Salesforce's API?

Merge accesses endpoints related to accounts, leads, contacts, opportunities, and tasks.

More specifically, Merge sends direct API requests to Salesforce and normalizes this data into its Common Models. This ensures that your application's data is up-to-date and accessible in a standardized format across different integrations.

Learn more about the API endpoints Merge interacts with.

How often does Merge sync Salesforce data?

Merge’s sync frequencies vary depending on the Common Model you’re using and the sync frequency you set (Daily, Standard, High, and Highest). That said, Merge can typically support anything from a 5 minute to a daily sync frequency.

You can also resync data outside of these intervals via Merge’s Force Resync endpoint, and you can sync data in real-time by leveraging Merge’s Automatic Webhooks feature.

Learn more about Merge’s sync frequencies for Salesforce.

Does Merge support other CRM integrations?

Merge currently supports 20 additional CRM integrations. These include popular platforms, such as HubSpot, Zoho CRM, Pipedrive, and Microsoft Dynamics 365 Sales.

Moreover, you can access all of these integrations with ease; simply build to Merge's CRM Unified API to add all 21 CRM integrations to your product.

Uncover all of the CRM integrations Merge supports.

What are some use cases for Merge’s Salesforce integration?

The use cases largely depend on the type of product you provide. That said, here are some use cases:

If you offer a financial planning tool, you can add closed-won and open opportunities from customers’ instances of Salesforce to your product to help users forecast revenue and analyze different financial scenarios

If you offer a speech analytics tool for field sales, you can sync appointment, account, product, order data and more from a customer’s Salesforce instance and add it to the associated call recording. This allows sales reps and their managers to quickly and easily understand the outcome from a sales recording

If you offer a sales automation solution, you can ingest customers’ closed-won and closed-lost opportunity data from Salesforce and feed it to your machine learning model. From there, your model can generate recommendations on the best accounts to sell to

How long does it take my customers to set up a Salesforce integration?

Integrating Salesforce through Merge typically takes a few minutes to set up using Merge Link, which handles the authentication and initial configuration steps for end users. Once Salesforce is linked, data is automatically synced and normalized into Merge's Common Data Models.

As with other CRM integrations (such as HubSpot and Zoho), the process is designed to be easy for your customers, as they’ll have clearly laid-out instructions for completing the authentication flow.

Learn more about Merge Link.

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Get Employee Data

1from merge import Merge
2
3client = Merge(
4    account_token="YOUR_ACCOUNT_TOKEN",
5    api_key="YOUR_API_KEY",
6)
7client.hris.employees.list()

import { MergeClient, Merge } from '@mergeapi/merge-node-client';
const merge = new MergeClient({
  apiKey: 'YOUR_API_KEY',
  accountToken: 'YOUR_ACCOUNT_TOKEN',
});
employee = await merge.hris.employees.list()

ApiClient.instance.authentications.tokenAuth = {
  type: 'bearer',
  accessToken: 'API_KEY',
};
new EmployeesApi().employeesList('ACCOUNT_TOKEN', {}, (data) => {
  console.log(data);
});

import (
  "context"
  "fmt"
  merge "github.com/fern-api/merge-go"
  mergeclient "github.com/fern-api/merge-go/client"
  "github.com/fern-api/merge-go/hris"
)

client := mergeclient.NewClient(
  mergeclient.ClientWithAuthApiKey("<YOUR_API_KEY>"),

1ApiClient client = Configuration.getDefaultApiClient();
2client.setBasePath('https://api.merge.dev/api/ats/v1');
3ApiKeyAuth tokenAuth = client.getAuthentication('tokenAuth');
4tokenAuth.setApiKey('API_KEY');
5CandidatesApi apiInstance = new CandidatesApi(client);
6apiInstance.candidatesList('ACCOUNT_TOKEN');

import com.merge.api.MergeApiClient;
import com.merge.api.resources.hris.employees.requests.EmployeesRetrieveRequest;
import com.merge.api.resources.hris.types.Employee;
MergeApiClient mergeClient = MergeApiClient.builder()
    .accountToken("ACCOUNT_TOKEN")
    .apiKey("API_KEY")
    .build();
Employee employee = mergeClient.hris().employees().list(
    EmployeesRetrieveRequest.builder()
        .includeRemoteData(true)

> {

"id":"0958cbc6-6040-430a-848e-aafacbadf4ae","remote_id":"19202938","employee_number":"2","company":"8d9fd929-436c-4fd4-a48b-0c61f68d6178","first_name":"Dirna","last_name":"Emanuel","display_full_name":"Dirna Emanuel", "username": "dirnaemanuel", "groups": [

Meta endpoint

Programmatically access required schemas

Third-party providers require specific (and often different) fields to write data to their APIs, making your code a mess.

Dynamically fetch required data schemas from Merge’s /meta endpoint to make POST or PATCH requests that just work.

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