How to sync Salesforce data to Pylon

Last updated: May 23, 2025

You can automatically sync Salesforce account owners to your Pylon accounts by setting up a field mapping in Account Attributes.

Steps to Set Up Account Owner Sync

  1. Navigate to Apps > Account Attributes in your Pylon settings

  2. Click "Add Field"

  3. Create a field named exactly "Account Owner"

Make sure to name the field exactly "Account Owner" for the sync to work properly.

Once configured, Pylon will automatically keep account owners in sync with your Salesforce data.