Business Partner ConfiguratorEnterprise Data Qualification Platform
Customer and supplier master data

Salesforce integration for Accounts and Contacts

Use Salesforce integration to review Account and Contact data before publishing changes. Start with standard fields and the connection your company controls.

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What does the Salesforce integration synchronize?

The connector reads and writes supported standard Accounts and Contacts through the Salesforce API. Existing records can also enter enrichment, formatting and duplicate-review jobs.

Working with standard Salesforce objects

Standard CRM objects

Company names, contact details and supported address fields are mapped to the standard Salesforce objects.

Stable relationships

Review the target Account and the proposed values. Missing data can be added while populated fields are preserved.

Provider-aware scope

Connection status and record outcomes show whether the operation succeeded or needs investigation.

How it works

  1. 1

    Authorize

    Configure the Salesforce connection.

  2. 2

    Verify

    Test authentication and review the scope.

  3. 3

    Prepare

    Check Account and Contact changes.

  4. 4

    Apply

    Publish and inspect the outcome.

Practical example

Example: Salesforce

An Account has an old phone format and several Contacts. Standardize the number and review any newly found company details without replacing unrelated CRM fields.

The standard connector does not provide bank accounts or actual invoice and payment history. Custom objects require a separate agreement.

Frequently asked questions

What does this process do?
It connects supported standard Salesforce Account and Contact data with the configurator.
Which systems and data are covered?
Standard CRM fields are covered; custom accounting objects and tax mappings are outside that default scope.
What access or approval is needed?
The Salesforce connection needs its own credentials and permissions, regardless of Microsoft company login.
What should I check before using it?
Salesforce validation rules and automation still apply. Standard API access does not imply access to every object.

Related tasks

API First

Connect business partner data through a versioned REST API. Agree the fields and access rules before wiring it into another system.

Data Validation

A filled field is not necessarily the right field. Use data quality checks to inspect company identity, address roles and proposed changes.

Audit Trail

When a source update fails, you need more than a red badge. Follow job results, record identifiers and error references to the relevant activity.

Explore ERP and CRM integrationsOfficial provider documentation

Have a record or connection in mind?

Set up your company workspace, or describe the ERP and master data problem through Contact.

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