Connector
Salesforce Connector
Read and write your Salesforce data without writing code. One authorization in MyRapidi, and every object your Rapidi user can see is ready to map.
Rapidi connects to Salesforce through its Salesforce.com connection, which reaches Salesforce CRM and Force.com-based applications over Salesforce's own API. It reads and writes records, including custom fields, so accounts, contacts and opportunities can move both ways. Access is granted once by authorizing the Rapidi Connected App, and you can withdraw it from Salesforce at any time.
- What it connects to
- Salesforce CRM and applications built on Force.com, on Starter Suite, Pro Suite, Enterprise, Unlimited and Einstein 1.
- Which way the data moves
- Both ways. Rapidi transfers data to Salesforce and from it.
- What you need
- A Salesforce user for Rapidi to act as, ideally a dedicated API-only Integration User, and one click on Authorize in MyRapidi.
What does this connector actually do?
The short version: you authorize the Rapidi Connected App in your Salesforce org, Rapidi reads the layout of your objects and fields, and from then on it reads and writes records over the Salesforce API.
| Records it moves | Any object the Rapidi user has access to. Read Design loads every available Salesforce object and its fields. The standard templates start with accounts, contacts, opportunities and items, and custom fields are added in the mapping. |
|---|---|
| Direction | Both ways. Rapidi reads from Salesforce and writes to it. In the Business Central template, for example, the ERP sales order number is written back onto the Salesforce opportunity. |
| How records are matched | The Salesforce IDs are kept in Rapidi's own configuration, through Link Storage or the Mirror Technology, so the system on the other side needs no extra ID fields. |
| How often it runs | On a schedule you set. The shortest interval depends on your plan, from one hour on Entry down to one minute on Unlimited. |
| Editions supported | Salesforce Starter Suite, Pro Suite, Enterprise, Unlimited and Einstein 1. |
| How it signs in | OAuth through the Rapidi Connected App. Salesforce sends MyRapidi a refresh token, which is stored only in encrypted form. |
| How it is secured | Data is protected by SSL encryption in transit and by the profile of the user Rapidi logs in as. Rapidi is AppExchange-certified and has been through the AppExchange security review. |
| What you set up once | Create the Rapidi user in Salesforce, press Authorize on the connection in MyRapidi, then run Read Design so the objects and fields are available to map. |
Which integrations use this connector?
Every Rapidi integration with Salesforce on one side runs through this connection. These are the pairs with their own page today.
CRM and ERP
Salesforce and Business Central
Accounts, contacts, opportunities and items kept in step between the CRM your sales team uses and the ERP that bills the work.
CRM and ERP
Salesforce and Dynamics 365 Finance
Salesforce joined to Dynamics 365 Finance, so sales and finance work from the same customer record.
CRM and ERP
Salesforce and Dynamics NAV
For companies still running Dynamics NAV, with the same template approach as Business Central.
CRM and ERP
Salesforce and Oracle NetSuite
Data flowing between Salesforce and NetSuite on its own, without re-keying between CRM and ERP.
Use case
Salesforce to Salesforce
More than one Salesforce org kept in agreement, or data moved once from one org to another.
Standard templates also exist for Salesforce with Dynamics AX, Dynamics GP and Dynamics C5. Ask us if your pair is not listed.
What does connecting Salesforce involve?
Three steps, all done once. Nothing needs to be coded, and the access can be withdrawn from inside Salesforce whenever you choose.
| Step | Where it happens | What you do |
|---|---|---|
| 1. Create the Rapidi user | Salesforce Setup | Create an Integration User with the Salesforce Integration licence and the Salesforce API Only System Integrations profile, then give it a permission set covering the standard and custom objects it needs. That licence comes by default with Enterprise, Unlimited, Performance and Developer Editions. |
| 2. Authorize the connection | MyRapidi, then Salesforce | Open the Salesforce.com connection in MyRapidi, press Authorize, log in as the Rapidi user and allow access. |
| 3. Read the design | MyRapidi | Press Read Design. Rapidi reads every available object and field, which takes a few minutes. Run it again whenever you add fields you want to transfer. |
To withdraw access later, go to Setup in Salesforce, then Connected Apps OAuth Usage, and revoke the Rapidi app.
In their own words
Has anyone done this before?
“Rapidi did an amazing job integrating our Salesforce with Microsoft Dynamics 365 Business Central. Rapidi is the go-to integration partner when you need integration between Salesforce CRM with Dynamics.”
Educate 360 runs five training brands on one Salesforce org and one Business Central ledger. Read how the integration was set up.
Where do you go next?
Connectors
Every system Rapidi connects to
The full connector list, from Dynamics and Salesforce to SQL Server, Oracle and plain REST.
Connector
Dynamics 365 Business Central
The ERP most often on the other side of a Rapidi Salesforce integration.
Pricing
What Rapidi costs
Four plans, priced per subscription rather than per connector. Adding Salesforce does not change the licence.
Contact
Ask about your own setup
Tell us which Salesforce edition you run and what it needs to talk to, and we will say plainly whether this connector covers it.
Frequently asked questions
Can Rapidi connect to Salesforce?
Yes. Salesforce is reached through the Salesforce.com connection, which covers Salesforce CRM and Force.com-based applications, and the transfers are configured from a template rather than written as code.
Which Salesforce editions does the connector support?
Salesforce Starter Suite, Pro Suite, Enterprise, Unlimited and Einstein 1.
Can Rapidi write back into Salesforce, or only read?
Both. Rapidi transfers data to Salesforce and from it, so a value created in your ERP, such as a sales order number, can be written back onto the Salesforce record.
Does the connector work with custom objects and fields?
Yes. Read Design loads every object and field the Rapidi user can access. Give that user a permission set that covers the custom objects you need, and run Read Design again whenever you add fields.
Which Salesforce user should Rapidi log in as?
A dedicated Integration User is the documented route: the Salesforce Integration licence with the Salesforce API Only System Integrations profile, which limits it to the API. That licence comes by default with Enterprise, Unlimited, Performance and Developer Editions.
How does Rapidi get access, and can we take it back?
You authorize the Rapidi Connected App from MyRapidi, and Salesforce sends a refresh token that is stored only in encrypted form. You can withdraw the access at any time from Setup in Salesforce, under Connected Apps OAuth Usage.
What does the Salesforce connector cost?
Nothing on its own. Rapidi is priced per subscription plan rather than per connector, so adding Salesforce does not change the licence.
Is your Salesforce org ready to connect?
Tell us your edition and the system it needs to talk to, and we will tell you plainly what the setup involves.