Salesforce tier guide
When to use this guide: Use this guide when you are onboarding OutboundSync or validating initial setup.
OutboundSync relies on Salesforce APIs and the External Client App framework to sync your engagement data into your CRM. Because API access, limits, and admin capabilities vary by Salesforce edition, your edition is the primary factor in a successful integration.
This guide helps you determine whether your current Salesforce plan is a good fit and what to expect during setup.
Edition Compatibility
Section titled “Edition Compatibility”OutboundSync works across Salesforce editions, but each one has different API limits, features, and setup requirements — so your edition is the primary factor in a successful integration.
| Edition | Recommendation | What to expect |
|---|---|---|
| Professional | ⚠️ Limited — not recommended | • API access may require an add-on purchase • 1,000 API calls per user license, so rate limits are easier to hit • Fewer admin configuration options can cause Connected App setup to fail • Limited automation flexibility compared to Enterprise and Unlimited • Workable for teams under ~5 reps; monitor API usage and involve a Salesforce admin during setup • Upgrading to Enterprise is recommended for growth or high-volume outbound |
| Enterprise (Most popular) | ✅ Recommended | • Reliable API access with full OAuth scopes • 100,000 base API calls per 24 hrs, plus 1,000 per user license • Full External Client App / Connected App support • Administrative controls for setup and ongoing management • Sufficient capacity for most sales team sizes and activity volumes • Best balance of capability, API capacity, and cost |
| Unlimited | ✅ Ideal | • Everything in Enterprise, plus: • 5,000 API calls per user license for significantly more headroom • Built for high email volume across multiple sequences • Suited to heavy automation and large sales organizations • Best for multi-platform syncing (Smartlead, Instantly, HeyReach) and larger teams |
Essentials is not supported — API and feature limitations prevent reliable sync. Developer edition should be used for testing and validation only.
API Usage Expectations
Section titled “API Usage Expectations”OutboundSync uses Salesforce APIs to match contacts and accounts, log email events, update records, and maintain attribution visibility. On average, OutboundSync uses approximately 6 API calls per sent email when accounting for sends, replies, lead categorization, and event tracking.
API Limits by Edition
Section titled “API Limits by Edition”| Edition | Base (per 24 hrs) | Per User License | Example |
|---|---|---|---|
| Professional | Varies (may require add-on) | 1,000 | 10 users ≈ 10,000/day |
| Enterprise | 100,000 | 1,000 | 25 users ≈ 125,000/day |
| Unlimited | 100,000 | 5,000 | 25 users ≈ 225,000/day |
For a detailed breakdown of how OutboundSync consumes API calls, see: How many API calls does OutboundSync use?
Higher outbound activity means higher API consumption. If you are running multiple sales engagement platforms through OutboundSync, plan for proportionally higher usage.
Feature Breakdown by Edition
Section titled “Feature Breakdown by Edition”✅ = fully supported | ⚠️ = limited | ❌ = not supported
| OutboundSync Feature | Professional | Enterprise | Unlimited |
|---|---|---|---|
| Email activity logging (sends & replies) | ⚠️ | ✅ | ✅ |
| Contact & Account record matching | ⚠️ | ✅ | ✅ |
| Activity (Task/Email) creation | ⚠️ | ✅ | ✅ |
| Campaign data standardization | ⚠️ | ✅ | ✅ |
| Connected App / OAuth setup | ⚠️ | ✅ | ✅ |
| Multi-platform syncing (Smartlead, Instantly, etc.) | ❌ | ✅ | ✅ |
| High-volume activity logging | ❌ | ⚠️ | ✅ |
| Heavy automation + large team support | ❌ | ✅ | ✅ |
| Scale without API limit concerns | ❌ | ⚠️ | ✅ |
Security & Connected App Setup
Section titled “Security & Connected App Setup”OutboundSync connects to Salesforce via OAuth and the External Client App framework. This requires:
- OAuth access enabled in your Salesforce org
- Connected Apps or External Apps permitted by your org’s security policies
- The connecting user has appropriate permissions (see License Requirements below)
Important: Some Salesforce orgs have strict security configurations that can block Connected App setup regardless of edition. Common causes include IP restrictions, OAuth restrictions, and external app approval requirements. If you encounter a setup failure, your Salesforce Admin should review the Connected App permissions and org-level security settings.
License & Permission Requirements
Section titled “License & Permission Requirements”The Salesforce user connecting OutboundSync should have:
- Salesforce API access enabled on their profile
- Permission to create or authorize Connected Apps / External Apps
- Read/write access to Contacts and Accounts
- Permission to create Activities (Tasks and/or EmailMessage records)
- Admin-level visibility during initial setup (recommended)
Typical working profiles include System Administrator or a custom admin profile with API and object-level access.
Need Help?
Section titled “Need Help?”For technical support, troubleshooting, or questions about your Salesforce compatibility, reach out to our team at service@outboundsync.com.
