![]() Specific fields from the source view (Salesforce).All fields from the source view (Salesforce), including any fields added by Salesforce in the future.Next, choose between two options to sync: The primary field cannot be changed after the synced table is created. If that same opportunity moves back to open, a new Airtable record will be created. Whenever a report’s filters are changed in Salesforce, records that no longer match the filters are deleted, along with any additions made in Airtable.įor example, if you’ve synced a Salesforce report that contains only open opportunities, and one of those opportunities is closed (so it no longer meets the filter), the associated Airtable record will be deleted along with any record comments and activity, and other field data that may have been added. ![]() When you choose a report, we strongly recommend choosing a report with filters that won’t change. You’ll then be able to choose a report and unique ID column within the report. Once you link to the account, select that account to use to create the synced table. ![]() We’ll ask you to allow Airtable access to your Salesforce account. Select an existing Salesforce account (if you’ve already connected to Salesforce), or link to a new Salesforce account. Then, under “Sync data from”, select the Salesforce option.’’ Start by clicking the + symbol next to your list of tables. ![]() If you haven’t set up a sync before, we recommend first reading the Sync - Basic setup article to become familiarized with how sync works. This feature is available for all Enterprise customers. This article covers how to sync Salesforce report data to an Airtable base. Airtable Sync integrations allow you to bring information from Airtable bases and other external tools into a single, centralized table. ![]()
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