Real-time
Two-way sync
Changes in Anaplan or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Anaplan to Salesforce integration — real-time, two-way sync
Keep Anaplan and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Anaplan and Salesforce
Sync customers, invoices, and payment status between Anaplan and Salesforce in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Salesforce knows the relationship: who the contacts are and what is in motion with the account. Anaplan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Processes, Cell Data, Models, Modules in Anaplan to Tasks and Events, Products and Price Books, Custom Objects, Accounts in Salesforce with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Load actuals from an ERP or warehouse into Anaplan modules so forecasts start from current financials.
- Sync CRM pipeline data into Anaplan for sales capacity and quota planning.
- Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
- Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
Collections with context
Finance sees the account owner and relationship history from Salesforce when chasing a balance, and sales sees that the chase is happening.
Where Salesforce tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.
What you can sync between Anaplan and Salesforce
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Anaplan objects | Salesforce objects | |
|---|---|---|
| Modules Multidimensional grids of line items where plan data lives; the main read/write surface. | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | |
| Line Items The measures within a module, mapped to columns or metrics in syncs. | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | |
| Lists Dimension members (accounts, products, cost centers) synced from master data systems. | Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. | |
| List Items Individual dimension members created or updated from external systems of record. | Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. | |
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | Cases Support records; synced with help desk tools or internal databases for escalation workflows. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Campaigns Marketing membership data; read out for attribution analysis in the warehouse. |
What ships with Anaplan ⇄ Salesforce
Connect Anaplan and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Anaplan or Salesforce record.
Observability
Monitoring
Track your Anaplan ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Anaplan and Salesforce.
How the Anaplan and Salesforce connectors work
Anaplan
- Integration surface
- REST APIs: a Bulk API that runs predefined import/export actions and a transactional API for model metadata and cell data
- Authentication
- Token-based sessions obtained via basic authentication, CA certificates, or OAuth 2.0 through Anaplan's authentication service
- Change detection
- Polling and scheduled export actions; the platform does not expose change events
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits; large data movements are designed to run through bulk actions
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect Anaplan to Salesforce — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Anaplan and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Anaplan
connected
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and Salesforce objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Anaplan ⇄ SalesforceCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Anaplan SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and Salesforce integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Salesforce: authenticate both systems, choose the objects to sync (such as Anaplan's Modules and Line Items), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Anaplan and Salesforce connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Anaplan–Salesforce integration in-house.
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Yes — Stacksync ships production-grade connectors for both Anaplan and Salesforce. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Anaplan: Polling and scheduled export actions; the platform does not expose change events. On Salesforce: Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Anaplan side: Processes, Cell Data, Models, Modules, plus custom fields where Anaplan exposes them. On the Salesforce side: Tasks and Events, Products and Price Books, Custom Objects, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Anaplan and Salesforce.
Popular · 8 of 386
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Anaplan ⇄ Veeva CRM -
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Salesforce ⇄ QuickBooks -
Salesforce ⇄ Stripe -
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Salesforce ⇄ Workday
No integrations match .
