Salesforce Connector

Connect your Salesforce CRM to Brevo via Tajo for enterprise-grade contact synchronization, lead management, opportunity tracking, and marketing automation powered by your CRM data.

Overview

Features

• Bidirectional contact/lead sync - Sync Salesforce contacts and leads with Brevo contact lists
• Opportunity tracking - Map deal stages and amounts for revenue-based segmentation
• Account hierarchy - Sync company accounts for account-based marketing in Brevo
• Custom object mapping - Map Salesforce custom objects to Brevo attributes and events
• Campaign member sync - Sync Salesforce campaign members with Brevo lists
• Activity tracking - Sync tasks, events, and email activities for engagement scoring
• Real-time streaming - Use Salesforce Streaming API for instant data updates
• SOQL query support - Filter synced data with custom SOQL queries

Prerequisites

Before you begin, ensure you have:

1. A Salesforce org (any edition with API access)
2. A Connected App configured in Salesforce Setup
3. API access enabled for your Salesforce user profile
4. A Brevo account with API access
5. A Tajo account

Authentication

OAuth 2.0 Web Server Flow (Recommended)

Best for production integrations with user authorization.

# Step 1: Authorize
https://login.salesforce.com/services/oauth2/authorize?
  response_type=code&
  client_id={consumer_key}&
  redirect_uri={callback_url}

# Step 2: Exchange code for tokens
curl -X POST https://login.salesforce.com/services/oauth2/token \
  -d "grant_type=authorization_code" \
  -d "code={auth_code}" \
  -d "client_id={consumer_key}" \
  -d "client_secret={consumer_secret}" \
  -d "redirect_uri={callback_url}"

Username-Password Flow

For server-to-server integrations without user interaction.

curl -X POST https://login.salesforce.com/services/oauth2/token \
  -d "grant_type=password" \
  -d "client_id={consumer_key}" \
  -d "client_secret={consumer_secret}" \
  -d "username={username}" \
  -d "password={password}{security_token}"

Configuration

Basic Setup

connectors:
  salesforce:
    enabled: true
    instance_url: "https://yourorg.my.salesforce.com"
    api_version: "v59.0"
    auth:
      type: oauth2
      consumer_key: "${SF_CONSUMER_KEY}"
      consumer_secret: "${SF_CONSUMER_SECRET}"
      refresh_token: "${SF_REFRESH_TOKEN}"

    # Data sync options
    sync:
      contacts: true
      leads: true
      accounts: true
      opportunities: true
      campaigns: true

    # Sync direction
    direction: salesforce_to_brevo

    # Brevo list assignment
    lists:
      all_leads: 15
      qualified_leads: 16
      customers: 17

Field Mapping

Map Salesforce fields to Brevo contact attributes:

Custom Field Mapping

field_mapping:
  # Standard fields
  Email: email
  FirstName: FIRSTNAME
  LastName: LASTNAME
  Phone: SMS

  # CRM fields
  LeadSource: LEAD_SOURCE
  Lead_Score__c: LEAD_SCORE
  Account.Name: COMPANY_NAME
  Account.Industry: INDUSTRY

  # Opportunity fields
  Amount: DEAL_VALUE
  StageName: DEAL_STAGE
  CloseDate: EXPECTED_CLOSE_DATE

  # Custom fields
  Preferred_Channel__c: PREFERRED_CHANNEL
  Customer_Tier__c: VIP_TIER

API Endpoints

REST API Resources

Bulk API

Streaming API

Events

Record Events (Change Data Capture)

Platform Events

Code Examples

Initialize Connector

import { TajoClient } from '@tajo/sdk';

const tajo = new TajoClient({
  apiKey: process.env.TAJO_API_KEY,
  brevoApiKey: process.env.BREVO_API_KEY
});

// Connect Salesforce
await tajo.connectors.connect('salesforce', {
  instanceUrl: 'https://yourorg.my.salesforce.com',
  consumerKey: process.env.SF_CONSUMER_KEY,
  consumerSecret: process.env.SF_CONSUMER_SECRET,
  refreshToken: process.env.SF_REFRESH_TOKEN
});

Sync Contacts with SOQL Filter

// Sync only qualified leads from Salesforce
await tajo.connectors.sync('salesforce', {
  type: 'filtered',
  resources: ['leads'],
  filter: "SELECT Id, Email, FirstName, LastName, LeadScore__c FROM Lead WHERE Status = 'Qualified' AND Email != null",
  brevoListId: 16
});

// Check sync status
const status = await tajo.connectors.status('salesforce');
console.log(status);
// {
//   connected: true,
//   lastSync: '2024-01-15T10:30:00Z',
//   contactsSynced: 18400,
//   leadsSynced: 7200,
//   opportunitiesSynced: 3100
// }

Real-Time Streaming

// Subscribe to Salesforce Change Data Capture
await tajo.connectors.stream('salesforce', {
  channels: [
    '/data/ContactChangeEvent',
    '/data/LeadChangeEvent',
    '/data/OpportunityChangeEvent'
  ],
  handler: async (event) => {
    console.log(`Change detected: ${event.entity} ${event.changeType}`);
    // Automatically synced to Brevo by Tajo
  }
});

Rate Limits

Salesforce REST API limits depend on your edition and license count:

Additional limits:

• Concurrent API limit: 25 long-running requests
• Bulk API: 15,000 batches per 24 hours
• Streaming API: 2,000 events per day (can be increased)
• Composite API: 25 subrequests per composite request

Troubleshooting

Common Issues

Debug Mode

Enable verbose logging:

connectors:
  salesforce:
    debug: true
    log_level: verbose
    log_api_calls: true

Test Connection

tajo connectors test salesforce
# ✓ OAuth token valid
# ✓ Contacts accessible
# ✓ Leads accessible
# ✓ Accounts accessible
# ✓ Opportunities accessible
# ✓ Bulk API enabled

Best Practices

1. Use Bulk API for large syncs - Switch to Bulk API 2.0 for datasets over 2,000 records
2. Implement Change Data Capture - Use CDC for real-time sync instead of polling
3. Map only needed fields - Reduce API usage by syncing only required fields
4. Handle token refresh - Implement automatic OAuth token refresh logic
5. Use composite requests - Combine related API calls to reduce request count
6. Test in sandbox first - Use a Salesforce sandbox org before production deployment

Security

• OAuth 2.0 - Industry-standard authorization with multiple grant types
• IP restrictions - Salesforce supports login IP ranges and trusted IP settings
• TLS 1.2+ - All API communication encrypted with TLS 1.2 minimum
• Field-level security - Granular field access control per profile
• Session management - Configurable session timeout and concurrent session limits

Related Resources

• Salesforce REST API Documentation
• Salesforce Bulk API 2.0 Guide
• HubSpot Connector
• Customer Sync Skill
• Brevo Contacts API