This article outlines what’s supported when integrating Salesforce with Pitchly, including object and field compatibility, permission requirements, and considerations for data access and privacy.
Capabilities Overview
Setting | Supported |
Record Sync | ✔️ |
Choice Sync | ❌ |
Bi-Directional Sync | ❌ |
Source System Setup Required | ✔️ |
Standard Objects | ✔️ |
Custom Objects | ✔️ |
Multi-Select Fields | ❌ |
Images | ❌ |
Filter Support in Pitchly | ✔️ |
Connection Info
Setting | Value |
Sync Direction | Salesforce → Pitchly |
Authentication Type | OAuth 2.0 (Authorization Code Grant) |
Object Access | Controlled by authenticated Salesforce user |
Field Access | Controlled by authenticated Salesforce user |
Salesforce App Scopes |
|
Privacy & Permissions
Pitchly uses OAuth 2.0 Authorization Code Grant to connect with Salesforce. The integration authenticates using a Salesforce user account, and all data access is governed by that user’s:
Object-level permissions
Field-level security
Record-sharing rules within Salesforce
To limit access (e.g., to Contacts only), the integration should be authenticated using a user who already has the appropriate permissions assigned.
We recommend creating a dedicated Salesforce user specifically for the Pitchly integration. This approach allows you to:
Clearly separate access for auditing purposes
Scope permissions without affecting other users
Ensure that Pitchly only accesses the intended objects and fields
Objects
Pitchly supports syncing from:
All standard Salesforce objects, such as:
Accounts, Contacts, Opportunities, etc.
All custom objects
Each object must be configured in a separate automation. There is no limit to how many automations can be created.
Field Types
Supported Field Types:
Checkbox
Currency (and Currency ISO field)
Date
Date/Time
Email
Lookup (Single)
Number
Percent
Phone
Picklist (Single)
Text
Text Area
URL
Unsupported Field Types:
Multi-Picklist (multi-select)
Text (Encrypted)
Time
NOTE: Salesforce does not offer a native "image" field type, and Pitchly does not support image sync via files or attachments. Image syncing is not supported in this integration.