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Create a Sync between Supabase Postgres and Salesforce

You are 5 minutes away from your real-time and two-way sync between Salesforce and Postgres. This guide walks you through the 3 simple steps to get up and running!

Stacksync guide cover "Create a Sync between Postgres and Salesforce" with Postgres and Salesforce logos

Go to www.stacksync.com

1. Sign in or create your account

Stacksync "Welcome" login form with email, "Continue", "Sign up" link and Google or GitHub sign-in

2. Click "Create a New Sync"

Stacksync Syncs page listing existing syncs with the "CREATE NEW SYNC" button highlighted

3. Select "Postgres" to connect this app

Stacksync "Connected Apps" grid with the Postgres tile highlighted for selection

4. Paste your database 'Connection String' or manually fill in the connection credentials

Stacksync Postgres connection dialog with the "Connection String" field highlighted above the host, port and user fields

5. Click "Authorize App"

Stacksync Postgres dialog filled with Supabase host, port 5432 and user postgres, with "AUTHORIZE APP" highlighted

6. Click on the Salesforce icon to connect this app

Stacksync "Connected Apps" grid with the Salesforce tile highlighted for selection

7. Fill in your credentials and click "Log In"

Salesforce login page with Username and Password fields and the "Log In to Sandbox" button highlighted

8. Click " Allow "

Stacksync Connect Apps step with Postgres and Salesforce both "AUTHORIZED" and the "LINK TABLES" button highlighted

Stacksync lets you map existing tables if both apps you want to connect already contain tables with the data you want to keep in sync (there’s no need for either to be empty). Alternatively, Stacksync can automatically create new tables for you if only one of your apps contains a table or schema with the data you want to sync.

In most cases, people will let Stacksync create tables as the new schemas created will always be pixel-perfect πŸ˜‰.

Stacksync Link Tables step with the Postgres "Select Table" dropdown set to "Create New Table" highlighted

11. Click "Map Fields"

Link Tables step pairing Postgres customers with Salesforce Customer, with the "MAP FIELDS" button highlighted

12. Click "Show More Columns" to review all the fields to be synced or select/unselect them

Now that you've mapped the tables, let's do the same for each of the fields you want to sync.

Stacksync will cleverly auto-map your columns. Some columns might need to be mapped manually if their names or meanings can’t be matched automatically.

Feel free to map, select, and unselect columns as you like.

Stacksync Map Fields step for customers to Customer with the "SHOW COLUMNS" toggle highlighted

13. Click "Create Base"

Stacksync Map Fields step for customers to Customer with the "CREATE BASE" button highlighted

14. Switch on the sync

Stacksync Syncs list with "Brilliant Sync" (Postgres and Salesforce) and its "Paused" toggle highlighted

15. Your data is syncing!

Stacksync Syncs list with "Brilliant Sync" toggle switched on and showing "Syncing"

After turning the sync on, you can check the Issues page to view any sync errors from your connected apps. This can help you troubleshoot why some data isn’t appearing in one of your apps.

Yay! Your data is syncing! πŸ₯³

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