Salesforce

Polytomic connects Salesforce to your data warehouse, databases, and SaaS tools for CRM ETL and reverse ETL. Replicate standard and custom objects into your data warehouse and other systems, and write product usage, scores, and billing data back onto accounts, contacts, and opportunities, without writing code.

Salesforce logo

Every object and field

Standard and custom objects discovered live from your org, not a fixed list.

Relationships by lookup

Set a lookup using an external ID rather than a Salesforce record ID.

API budget respected

Reads your org's daily limit and paces itself well beneath it.

Example workflows

Replicate Salesforce objects into your data warehouse

What you can sync

Move data between Salesforce and your data warehouse, databases, and SaaS tools, in both directions.

From Salesforce

Accounts, contacts, leads, opportunities, cases, and tasks
Custom objects and custom fields, discovered from your org
Formula and rollup fields materialized as ordinary columns
History objects and incremental reads on SystemModstamp
Soft deleted records while Salesforce still exposes them

To Salesforce

Any writable standard or custom object
Create, update, create or update, and delete
Matching on any filterable field, not just external IDs
Relationship fields set by lookup value
Per record success and failure, without batch rollback

How it works

Connect Salesforce and sync in both directions. Objects and fields are discovered live from your org through the describe APIs, so custom objects, custom fields, formula fields, and rollups all appear without any connector configuration.

On the write side, identity is not restricted to external ID fields: any filterable field can serve as the match key, with equality, substring, domain, hostname, and one of comparisons available. Relationships can be set through a lookup value rather than requiring a Salesforce record ID, which is what makes writing from a data warehouse practical.

  • Connect with OAuth, client credentials, device code, or your own OAuth app
  • Objects and fields discovered live, including custom objects
  • Incremental reads on SystemModstamp with a short lookback
  • Write with create, update, create or update, and delete
  • Match on any filterable field and resolve relationships by lookup
  • Monitor sync health, record volume, and API usage from one interface

How to set up

Several authentication methods are supported: browser OAuth with PKCE, client credentials, device code flow, and bringing your own OAuth client. Sandboxes are fully supported and use a separate connection from production, pointed at the sandbox domain.

How to get connected
  1. 1Decide whether you are connecting production or a sandbox
  2. 2In Polytomic, navigate to Connections, then Add Connection, then Salesforce
  3. 3Authorize using OAuth, client credentials, or your own OAuth app
  4. 4Test the connection and review the discovered objects
  5. 5For reads, select objects and choose a destination
  6. 6For writes, build a model, set identity and relationship mappings, and Save

See the documentation for full setup details.

Frequently asked questions

Why teams choose Polytomic

No engineering required

Set up and manage syncs without writing code.

Flexible data modeling

Use SQL to define exactly what data gets synced.

Handles scale automatically

Supports large datasets with incremental syncs and bulk APIs.

Start syncing your data with Salesforce in minutes

No credit card required. Free trial available.

More integrations beyond Salesforce