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The Salesforce integration syncs accounts, contacts, and opportunities into Pike customers and deals. Sales keeps working in Salesforce. When an opportunity is won, delivery staffs the project in Pike, and Pike writes the project link back to the opportunity.

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Connect Salesforce

  1. Go to Workspace settings → Integrations → Salesforce.
  2. Click Add integration.
  3. Sign in to Salesforce in the popup with a user who can read accounts, contacts, and opportunities, and approve Pike.
Only workspace admins can connect or disconnect Salesforce. One Pike workspace connects to one Salesforce org.

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Import data

On the integration page, click Import data. The stepper runs entities in dependency order, so Pike reads accounts before the contacts and opportunities that belong to them. It skips entities whose Read toggle is off, names them, and links to sync settings.

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What syncs

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Stages

Map each opportunity stage to a Pike deal stage in the integration settings. Closed Won maps to Won and Closed Lost to Lost by default. A won deal shows in Pike ready for a project, and planned hours on its proposed project count as proposed capacity until you confirm it.

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Owners

The opportunity owner becomes the Pike deal owner when the Salesforce user’s email matches a workspace member. Otherwise the deal keeps the Salesforce owner name as reference. With Send on for opportunities, creating a project from a won deal writes the project URL and status to a Pike project field on the opportunity. Account managers see delivery status in Salesforce without a Pike seat. Pike adds the field to the opportunity object when you turn Send on.

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Source of truth

Once a record is linked, Salesforce owns account, contact, and opportunity fields, and Pike reads them back. Pike-only fields, such as the linked project, allocations, and internal notes, stay in Pike.

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Schedule

Pike reads changes from Salesforce every 15 minutes. Import data and Refresh always run on demand.

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Sync settings

While Salesforce is connected, the What syncs with Salesforce card sits under the top button row on the integration page. Toggles save immediately. New connections start with Read on for everything and Send off.

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Synced records

Every synced record shows the Salesforce marker, “Last synced ” or “Not synced yet”, and a Refresh action. Refresh shows only while Read is on for that entity.

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Sync issues

Records that fail to sync appear in the Sync issues list on the integration page, with the record, the reason, and a Retry action. The integration never deletes Pike data on its own. A record removed in Salesforce is marked “Removed in Salesforce” in Pike, never deleted.

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Disconnect

Disconnecting Salesforce stops syncing and keeps all imported data. Linked records keep their history.

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Permissions

Synced data respects Pike roles and private projects. A private project’s link and status never sync to Salesforce.

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Limits

  • Pike does not create accounts, contacts, or opportunities in Salesforce.
  • Custom objects do not sync.
  • Opportunities sync only when their account syncs.