Tutorial
A step-by-step tutorial on how to bi-directionally sync Salesforce and Airtable in real-time
Step-by-Step Tutorial
Now let’s get to the fun part! Below we go step-by-step on how to set up a two-way sync between Airtable and Salesforce.
1) Start with a template pack
Salesforce has hundreds of fields across multiple objects such as Leads, Contacts, and Accounts. Setting up Airtable to have all of those corresponding fields can take forever. Instead, we suggest starting with our free Salesforce x Airtable template. The template includes all the tables and fields that you use to sync your Salesforce to Airtable.
To use that Airtable template, simply:
Copy our Airtable template
You can always use your own Airtable base instead, but starting with a template often saves a ton of time.
2) Create a base
Once you have your Airtable base in hand, navigate to Whalesync and create a new base to start setting up the sync.
3) Authorize your apps
First choose Salesforce from the dropdown.
Then click Authorize.
Finally, authorize Salesforce using OAuth.
Now go thru the same process but choose Airtable.
5) Map your data
Once you’ve connected your apps, you’ll now need to tell Whalesync how the data should be mapped together.
Here you’ll want to map the objects in Salesforce to corresponding tables in Airtable.
Then you’ll want to map individual fields in Salesforce to individual fields in Airtable.
6) Sync data
The hard part is all done! The final step is simply turning sync on and watching as data syncs across your apps 🎉
Here you can see Airtable and Salesforce syncing in action!
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