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Database ⇄ CRM

MongoDB to Salesforce integration — real-time, two-way sync

Keep MongoDB 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

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Why teams connect MongoDB and Salesforce

Treat Salesforce like part of your database: its records live in MongoDB as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in MongoDB, where it can be queried and joined like everything else.

Stacksync mirrors Campaigns, Tasks and Events, Products and Price Books, Custom Objects from Salesforce into GridFS files, Databases, Collections, Documents in MongoDB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Salesforce with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • Capture change stream events and propagate them to SaaS tools in near real time instead of running batch exports.
  • Keep a MongoDB-backed product catalog aligned with an ERP's item master in both directions.

Trigger workflows from CRM changes

Field and stage updates in Salesforce arrive as row changes in MongoDB, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Salesforce become tables in MongoDB you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to MongoDB sync onto the matching records in Salesforce, giving go-to-market teams live product context.

What you can sync between MongoDB 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.

MongoDB objects Salesforce objects
Views Read-only aggregation-defined sources for filtered sync datasets. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Change streams The oplog-backed event feed that powers real-time change capture. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
GridFS files Chunked file storage whose metadata can be referenced by synced documents. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Databases Logical groupings of collections that scope a sync connection. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
Collections The table-like sync unit; each collection maps to a table or object in the paired system. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Documents BSON records created, updated, and deleted during syncs, keyed by _id. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
What ships with MongoDB ⇄ Salesforce

Connect MongoDB and Salesforce for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every MongoDB–Salesforce connection.

Real-time

Two-way sync

Changes in MongoDB or Salesforce instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever MongoDB 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 MongoDB or Salesforce record.

Observability

Monitoring

Track your MongoDB ⇄ Salesforce sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between MongoDB and Salesforce.

How the MongoDB and Salesforce connectors work

MongoDB

Integration surface
MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
Authentication
Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required
Change detection
MongoDB oplog and change streams (requires the database to run as a replica set — even single-node); Stacksync leverages these built-in tools to track changes in real time
Capabilities
read · write · CDC
MongoDB setup guide

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.
Salesforce setup guide
How it works

How to connect MongoDB 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.

  1. 01

    Connect your apps

    Authenticate MongoDB 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    MongoDB connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the MongoDB 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · MongoDB ⇄ Salesforce
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    MongoDB Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

MongoDB and Salesforce integration FAQ

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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for MongoDB and Salesforce.

Popular · 8 of 386
All MongoDB integrations All Salesforce integrations Browse all integrations
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