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Accounting and finance ⇄ CRM

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

Keep Pigment 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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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Pigment and Salesforce

Sync customers, invoices, and payment status between Pigment 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. Pigment 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 Dimension lists, Tables, Scenarios, Data imports in Pigment to Contacts, Leads, Opportunities, Cases 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

  • Export approved budgets and forecasts back to a warehouse or Postgres for downstream reporting.
  • Keep dimension lists such as departments and cost centers consistent with master data in the ERP.
  • 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.

Where Salesforce tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Pigment with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Pigment appears on the account in Salesforce, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Salesforce, Pigment gets the update before the next invoice goes out.

What you can sync between Pigment 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.

Pigment objects Salesforce objects
Users and permissions Access controls governing which model areas a sync can touch Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Applications Planning models organized by domain such as finance, sales, or workforce Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
Metrics Multidimensional values holding plans and actuals; the main target for inbound data Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines.
Dimension lists Master data like accounts, products, or employees that metrics are sliced by Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close.
Tables Row-based transactional data loaded into models from source systems Cases Support records; synced with help desk tools or internal databases for escalation workflows.
Scenarios Versions such as budget, forecast, and actuals that give exported figures their context Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
What ships with Pigment ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Pigment 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 Pigment or Salesforce record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Pigment and Salesforce connectors work

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits

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

    Choose tables

    Pick the Pigment 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 · Pigment ⇄ 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
    Pigment Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Pigment 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.

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 Pigment and Salesforce.

Popular · 8 of 386
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