The Salesforce integration transfers customers, contacts, and opportunities from Salesforce to ZEP. Salesforce is the leading system for all imported records.

Data direction: Salesforce → ZEP

Product line availability

Note: The Salesforce interface is included in ZEP Track, ZEP Control, ZEP Operations, and ZEP Business.

Setup and configuration are reserved for administrators.

Prerequisites

To set up the integration, you need:

Salesforce credentials for one of the two login methods. For OAuth 2.0 (recommended) these are My Domain URL (OAuth), Consumer Key (OAuth), and Consumer Secret (OAuth), for the Legacy Login (Token) username, password, and security token. The choice between the two methods appears only while legacy credentials are still stored. If you set the integration up anew, or once the move to OAuth is complete, ZEP shows the OAuth fields only
Administrator access in ZEP
Access to Administration > Interfaces > Interface Marketplace

Warning: Salesforce is gradually restricting the login with username, password, and security token. From the Salesforce release Winter ’27 the Salesforce user in use additionally needs the permission Use Any API Authentication, and with Summer ’27 Salesforce switches this login method off entirely. These are Salesforce release names and not calendar years, so the dates fall earlier than the figure suggests. Move existing connections to OAuth 2.0 in good time, otherwise the synchronisation stops.

Setting up the integration

Set up the interface

ZEP logs in to Salesforce via OAuth 2.0. Salesforce restricts the former login with username, password and security token as of Winter '27 and switches it off in Summer '27.

Step 1: Create an app in Salesforce

In Setup, open “OAuth and OpenID Connect Settings” and enable “Allow Authorization Code and Credentials Flows”.
In Setup, open the “External Client App Manager” and click “New External Client App”. Enter a name (e.g. ZEP) and a contact email, and set the distribution state to “Local”.
Enable “Enable OAuth”:
- Callback URL: any value, e.g. https://localhost (not used)
- OAuth scope: “Manage user data via APIs (api)”
- “Enable Client Credentials Flow”
Under “Policies”, also enable the Client Credentials Flow and select a Salesforce user under “Run As”. ZEP reads the data with this user’s permissions, so the user needs read access to accounts, contacts and opportunities.
Under “Settings” → “OAuth Settings”, open “Consumer Key and Secret” and copy both values.

Note: For a newly created app it can take a few minutes until the login works.

Step 2: Enter the credentials in ZEP

Go to Administration > Interfaces > Interface Marketplace, open the Salesforce settings and enter:

My Domain URL: the address of your Salesforce org, e.g. https://company.my.salesforce.com. You find it in Salesforce under Setup > My Domain. Do not use login.salesforce.com.
Consumer Key
Consumer Secret

After saving, you can start the import.

Switching an existing connection

If you still use the login with username, password and token, select “OAuth 2.0 (recommended)” in the settings, enter the three values from step 2 and save. As soon as one OAuth login has succeeded, ZEP switches to OAuth permanently and deletes username, password and token. Until then you can switch back to “Legacy login (Token)” at any time.

Optional import scope restriction

You can control which Salesforce Accounts are transferred to ZEP: create a custom field named "ZEP" in Salesforce. Only accounts where this field is deactivated (value false) are excluded from the import. If the field is activated or empty, the account is imported.

Salesforce automatically creates the API name ZEP__c when the field is added – this name must not be changed.

Data transfer

The Salesforce interface transfers several data objects between the two systems.

Accounts as customers

ZEP imports the following fields from Salesforce Accounts into ZEP customer master data:

Salesforce (Accounts)	ZEP (Customer data)
Account Number	Customer No.
IsDeleted	active/inactive
Account Name	Name
Street (Billing Address), State	Address lines
Postal Code (Billing Address)	Postal code
City (Billing Address)	City
Country (Billing Address)	Country
Phone	Phone
Fax	Fax
Website	WWW
Description	Remark

Note: Salesforce is the leading system. Imported customer data cannot be changed in ZEP while the connection to Salesforce is active. The delivery address is also synchronized. The standard address is set as the billing address.

Contacts as customer contacts

Salesforce contacts are imported as customer contacts in ZEP. The table below shows which Salesforce field is transferred into which ZEP field. Fields that Salesforce names differently from ZEP are listed as well, so you can follow the mapping:

Salesforce (Contacts)	ZEP (Customer contacts)
Salutation	Form of address, derived from the values Mr., Ms. and Mrs.
First Name	First name
Last Name	Name
Title	Job title
Email	Email
Phone	Phone
Fax	Fax
Mobile Phone	Mobile
Description	Remark

Opportunities as projects

Salesforce Opportunities can be automatically created as projects in ZEP. Configure which Opportunity stages should trigger project creation in the integration settings.

The following Salesforce stages are available:

Prospecting
Qualification
Needs Analysis
Value Proposition
Id. Decision Makers
Perception Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost

Select the stages at which ZEP should automatically create a new project. When an Opportunity reaches one of the selected stages in Salesforce, ZEP creates the corresponding project on the next import.

Set up synchronization

Set up synchronization in ZEP under Administration > System > Tasks. Create a new task Salesforce import to run the import automatically at regular intervals.

The Customer import setting controls what the next import run transfers:

Full import: Transfers all records from Salesforce. Only this option is available for the first import.
Only changes since the last successful run: Transfers only records changed since the last complete import. Available only after a first complete import.

You can trigger the import manually at any time: under Administration > System > Tasks via the Start Task Now action. Salesforce is the leading system for all imported data. Make changes directly in Salesforce.

To remove the Salesforce connection for a customer, click Remove marking as Salesforce customer in the customer master data. The connection can be restored at any time via Import from Salesforce customers.

If individual accounts are skipped, e.g. because the account number is missing, the import ends with status Warning. All other data is imported anyway; the skipped accounts are listed in the log.