How to integrate your Salesforce Custom Object with Bird

The Salesforce Custom Object Connector allows Bird users to go beyond standard Salesforce entities like Contacts, Accounts, Leads, and Opportunities by enabling synchronization with custom objects from Salesforce. This is essential for organizations that rely on tailored Salesforce schemas for specialized workflows, such as pets, subscriptions, service requests, or any other domain-specific object.

What is a Custom Object in Salesforce?

Salesforce Custom Objects are user-defined database tables that allow you to store information unique to your organization. Examples include:

• Pet__c

• Custom_Project__c

• Partner_Feedback__c

With Bird’s Custom Object Connector, you can act on update events and perform actions like updating fields on these objects, just like standard ones.

Key Capabilities

Events Sync and Update

The integration supports events sync for custom objects:

• Pull changes from Salesforce custom objects into Bird.

• Push updates from Bird into the appropriate custom object fields.

Configurable Sync Frequency

Just like with standard Salesforce objects, you can define the sync interval for your custom objects:

• Every X minutes, hourly, or daily.

• Choose separate frequencies for each custom object based on relevance and update frequency.

Filter events in Dataflows

Through Bird’s Config section, you can:

• Map start date to sync Salesforce Custom Object events.

• Specify the events of you want to sync by applying filters.

• Preview the event payload that Bird will fetch.

How to Integrate Salesforce Custom Object Connector

Step-by-Step Setup:

1. Go to Connectors In the Bird dashboard, navigate to the Admin console >> Integrations >> Add integration >> salesforce custom object connector.

2. Choose Salesforce Custom Object Connector Authenticate your Salesforce account if not already connected.

   
3. Select Custom Object(s) From the Salesforce object manager pick the API Name as your custom object name.

   

   
4. Filter events that you’d want Bird to consume

   • Navigate to the config section of the connector>> configure attributes

     
   • On selecting configure attributes, update the Start date to a timeframe from when you want to fetch the events.

     
   • Apply any specific filters of your choice using SOQL as defined by Salesforce. If you don’t have any filters you want to add, just leave that blank. Ideally, you may want to filter so that only the events you want are consumed by Bird and not all the events.
   • Hit save and you should see the preview to only show the events of your choice.

     
5. Enable Sync

   • Once configuration is complete, hit the Enable data flow which will turn the sync on to start data flow.

     
6. Optional - Test Flow trigger

   • In the case, you want to act on a custom object update event. You’d want to create a flow and build the flow based on the custom object’s payload. To do so, hop over to the flows section.

   • Admin console >> workflows >> flows >> create a new Flow >> connector trigger >> salesforce custom object >> select instance and hit save

     
   • After hitting save, you should see a sample payload

     
   • Click the Update test data, this will now have a loading icon. This is expecting a new record update from SF for the next 5mins.

   • Typically, the connector events are sync at the frequency of your choice so as it syncs the Flow would be triggered.

   • However, for the sake of building the Flow for the first time, you’d need to hop over to the custom object connector on a new tab without disturbing the current test data listener.

   • Hit run now

     
   • You should now see the most recent event that was updated from SF. Please hit Save. You can now use this payload structure to go on to build the Flow and publish it.

7. Optional - Use as Flow action

   1. Build a Flow where you update a custom object in Salesforce from Bird

   2. Choose or Build a new Flow, once you have the Trigger saved for the flows.

   3. Add a new action in a Flow

      

   4. Look for connector actions >> Search Salesforce

      

   5. Choose the action of your choice >> Choose the instance >> then proceed to configuring the step

      
   6. Select the right object id that you want to update and provide the fields you need to update too. The fields key are the Field Name from saleforce.

      

      

Best Practices

• Start with one object: Validate one object’s sync and mapping before adding more.

• Review permissions: Ensure the Salesforce API user has read/write access to the custom objects and fields.