If you’re tired of manual CSV exports, double data entry, or just want your sales and ops teams to use the same info, this is for you. This guide walks you through connecting Enrow and Salesforce so data moves between them reliably—without a team of consultants or a week of headaches. Whether you’re the accidental admin or the team’s “techie,” these steps will get you past the marketing fluff and into a real, working integration.
What You’ll Need Before You Start
Let’s not waste time: here’s your checklist. If you don’t have these, go get them—otherwise, you’ll just get stuck halfway.
- Admin rights in Salesforce: You’ll need to create apps, manage permissions, and mess with settings. If you can’t do that, talk to your Salesforce admin.
- Admin access to Enrow: You need to configure integrations on this side, too.
- A clear idea of what data you want to sync: Don’t try to sync everything “just because.” Pick the objects and fields that matter.
- A test Salesforce sandbox: Never test in production. You will break things.
- Patience: Integrations never go as smoothly as the sales pitch promised.
Step 1: Map Out What You Really Need to Sync
Before you touch any settings, figure out:
- Which Salesforce objects? (Leads, Contacts, Accounts, Opportunities, custom stuff?)
- Which direction? (One-way, two-way, or just pushing updates?)
- How often? (Real-time, every hour, daily batch?)
Pro tip: Start small. Sync just one object, one way. Expand later. You’ll save yourself a lot of confusion.
Step 2: Get API Access in Salesforce
Enrow will need to talk to Salesforce’s API. That means setting up a “Connected App” in Salesforce.
- Login to Salesforce as an admin.
- Go to Setup → Apps → App Manager.
- Click New Connected App.
- Fill in the basics—name, contact email.
- Under “API (Enable OAuth Settings):”
- Check “Enable OAuth Settings.”
- Set a callback URL (usually provided by Enrow; placeholder for now if needed).
- Select the scopes you need. At minimum:
Access and manage your data (api).
- Save. Salesforce will show you a Consumer Key and Consumer Secret. Write these down somewhere safe.
Heads up: Don’t share these keys. They’re basically the keys to your Salesforce kingdom.
Step 3: Get Your Enrow Integration Settings Ready
- Login to Enrow as an admin.
- Head to the integrations/settings area.
- Look for “Salesforce” and click “Connect” or “Set Up.”
- When prompted, enter the Salesforce Consumer Key and Consumer Secret from above.
- Enter the callback URL you used in Salesforce. If Enrow gives you a specific URL, update the Connected App in Salesforce to match.
- Authorize Enrow to access your Salesforce account. You’ll be redirected to a Salesforce login screen to approve the correct scopes.
If you hit errors here: Double-check your callback URL and OAuth scopes. These trip up most people.
Step 4: Define Your Data Mapping
Here’s where integrations usually get messy. Slow down—do this right, and you’ll avoid hours of cleanup later.
- Pick the Salesforce object (e.g., Lead) and the matching Enrow entity.
- Map the fields—don’t just trust the defaults. If you have custom fields or picklists, map them explicitly.
- Set up rules for conflicts: What wins if data is different in both places? Some tools let you choose; if not, make sure you know the default behavior.
What works: Start with a simple mapping. Add complexity (custom fields, formulas, etc.) only after the basics work.
What to ignore: Don’t try to sync fields you don’t use. More data = more bugs.
Step 5: Test the Connection (and Don’t Skip This)
Seriously, don’t skip the testing step.
- In Enrow, use the “Test Connection” or “Sync Now” button if available.
- In your Salesforce sandbox, create a test record. See if it shows up in Enrow (or vice versa).
- Make changes to synced fields and see if updates flow the other way.
- Watch for:
- Field mismatches (e.g., picklist values not matching)
- Permission errors
- Rate limits (especially if you try to sync a lot at once)
If something fails: Don’t panic. Read the error messages; they’re usually more useful than you expect. Most issues are bad field mappings or permissions.
Step 6: Set Up Automatic Sync (and Monitor It)
Once your manual sync works, automate it.
- Turn on scheduled syncs in Enrow. Choose the right frequency (don’t do real-time unless you really need it).
- Set up notifications for failed syncs. Most integrations offer this—use it.
- Monitor the logs for the first week. Check daily at first, then weekly.
What works: Start with daily syncs. Real-time is tempting, but it’s more brittle and usually not necessary.
What doesn’t: Ignoring error logs. Problems pile up fast if you’re not watching.
Step 7: Roll It Out (Carefully)
- Move from sandbox to production only when you’re confident.
- Train your team—even a 10-minute walkthrough helps.
- Document what you did. Future-you (or your successor) will thank you.
- Keep an eye out for duplicates or weird updates in the first week.
Honest Advice: Pitfalls to Watch For
- Custom fields: If you have a lot of Salesforce customization, expect to tweak your mapping.
- Picklist values: These need to line up exactly, or you’ll get sync errors.
- API limits: Salesforce has daily limits. Bulk syncs can hit those fast.
- User permissions: If the connected user can’t see or edit a field, the sync will silently fail or skip data.
- “It just works” promises: Reality check—most integrations need ongoing tweaks. Don’t expect total hands-off after setup.
Wrapping Up: Keep It Simple and Iterate
Don’t overcomplicate this. Get the basics working, roll it out to a small group, then expand. Integrations aren’t “set and forget”—keep an eye on them, update your mappings as your process changes, and don’t be afraid to turn things off if they’re causing more headaches than they solve.
Remember: your goal is to make life easier, not to impress anyone with a wall of mapped fields. Start small, stay sane, and iterate as you go.