Difference between revisions of "Salesforce integration"
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The configuration process involves the following steps: | The configuration process involves the following steps: | ||
| + | * Configure Salesforce Login details | ||
* Configure Salesforce Integration on SmartSimple side | * Configure Salesforce Integration on SmartSimple side | ||
| − | * Configure SmartSimple | + | * Configure SmartSimple Integration on Salesforce side |
| + | Prerequisite: enterprise level salesforce user account | ||
| + | |||
| + | |||
| + | ==Configure Salesforce Login details== | ||
| + | |||
| + | 1. Go to Global Settings – Integrations, and go to Integration Key Management. | ||
| + | |||
| + | 2. Click on '''New Integration Key'''. You will be presented with the following fields: | ||
| + | **'''Key Type''': set to Salesforce | ||
| + | **'''Key name''': set to Salesforce | ||
| + | **'''Authentications URL''': https://login.salesforce.com/services/Soap/u/38.0 | ||
| + | **'''Security Token''': enter value available against your account on Salesforce.com | ||
| + | **'''Synchronization Direction''': set to Bidirectional | ||
| + | **'''Username''': username for your account on Salesforce.com | ||
| + | **'''Password''': password for your account on Salesforce.com | ||
| + | |||
| + | 3. Click Save. | ||
| + | |||
==Configure Salesforce Integration on SmartSimple side== | ==Configure Salesforce Integration on SmartSimple side== | ||
| − | Salesforce Data | + | Go to Global Settings – Integrations, and go to Salesforce Data Synchronization. |
| + | |||
| + | You will initially be presented with the '''Salesforce Contact Data Synchronization''' settings, but can access the '''Salesforce Account Data Synchronization''' settings by clicking on the tab at the top of the page. | ||
| + | |||
| + | |||
| + | ===Configure Salesforce Contact Data Synchronization settings=== | ||
| + | |||
| + | 1. Click on the General Settings tab and populate settings as follows: | ||
| + | * '''Roles to Sync''': Use Lookup button to select roles. Contacts from Salesforce who will be assigned to selected roles, while those contacts with selected roles from SmartSimple will be pushed to Salesforce. | ||
| + | * '''Parent Company''': Contacts synchronized to SmartSimple will be assigned to the selected company. | ||
| + | *'''Salesforce ID Field''': Salesforce ID (unique identifier) will be stored in selected custom field. | ||
| + | *'''Activate Synchronization''': once activated data will be synchronized every 5 minutes. | ||
| + | |||
| + | 2. Click on Export Settings tab and select the Contact custom fields you want to export to Salesforce. | ||
| + | |||
| + | 3. Click Export. The fields will then be created under the Contact specific Custom Field list in Salesforce. Field names will have following settings | ||
| + | * “__c” appended to the end of the name automatically | ||
| + | * created as Text field type | ||
| + | |||
| + | 4. Click on Import Settings. Salesforce contact fields will be listed in a table and you can choose to either: | ||
| + | * ignore them | ||
| + | * map the Salesforce fields to SmartSimple Contact custom fields | ||
| + | * create a new Contact field in SmartSimple and map it after. | ||
| + | |||
| + | 5. Once the setup is done, you can go to the General Settings tab and test the synchronization of fields data. | ||
| − | + | '''NOTE''': When a new field is created in Salesforce, make sure you update the visibility of the field to make it visible in the settings page. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ===Configure Salesforce Account Data Synchronization settings=== | |
| − | + | 1. Click on the General Settings tab and populate settings as follows: | |
| + | * '''Categories to Sync''': Use Lookup button to select roles. Accounts from Salesforce who will be assigned to selected categories, while those accounts with selected categories from SmartSimple will be pushed to Salesforce. | ||
| + | * '''Parent Company''': Accounts synchronized to SmartSimple will be assigned to the selected company. | ||
| + | *'''Salesforce ID Field''': Salesforce ID (unique identifier) will be stored in selected custom field. | ||
| + | *'''Activate Synchronization''': once activated data will be synchronized every 5 minutes. | ||
| + | |||
| + | 2. Click on Export Settings tab and select the Account custom fields you want to export to Salesforce. | ||
| − | + | 3. Click Export. The fields will then be created under the Account specific Custom Field list in Salesforce. Field names will have following settings | |
| − | + | * “__c” appended to the end of the name automatically | |
| − | + | * created as Text field type | |
| − | * | ||
| − | |||
| − | |||
| − | + | 4. Click on Import Settings. Salesforce account fields will be listed in a table and you can choose to either: | |
| − | + | * ignore them | |
| − | + | * map the Salesforce fields to SmartSimple Account custom fields | |
| + | * create a new Account field in SmartSimple and map it after. | ||
| − | + | 5. Once the setup is done, you can go to the General Settings tab and test the synchronization of fields data. | |
| + | '''NOTE''': When a new field is created in Salesforce, make sure you update the visibility of the field to make it visible in the settings page. | ||
| − | ==Configure SmartSimple | + | ==Configure SmartSimple Integration on Salesforce side== |
1. Login to Salesforce, make sure you are using the classic interface, on the top left menu, go to Setup | 1. Login to Salesforce, make sure you are using the classic interface, on the top left menu, go to Setup | ||
| Line 48: | Line 89: | ||
3. Select '''Accounts''' or '''Contacts''' for field settings | 3. Select '''Accounts''' or '''Contacts''' for field settings | ||
| − | 4. Click '''Fields''', you will then see the Standard fields and Custom fields lists | + | 4. Click '''Fields''', you will then see the Standard fields and Custom fields lists. '''Note''': Some of the Salesforce standard fields are created as custom fields in SmartSimple. |
| + | |||
| + | 5. If you need to change field visibility on SmartSimple side then click on the custom field and select '''Set Field-Level Security'''. | ||
| − | + | 6. Make sure you have a Identifier field in Salesforce to store the contact or account ID from SmartSimple. | |
| − | |||
| − | [[ | + | [[Category:Integration]] |
| + | [[Category:System Integration]] | ||
Latest revision as of 11:01, 4 May 2023
Salesforce provides a Customer Relationship Management service. The Salesforce integration provides a mechanism to synchronize data with Salesforce, pulling and pushing data based on a configured set of field mappings.
Contents
Configuring Salesforce Integration
The configuration process involves the following steps:
- Configure Salesforce Login details
- Configure Salesforce Integration on SmartSimple side
- Configure SmartSimple Integration on Salesforce side
Prerequisite: enterprise level salesforce user account
Configure Salesforce Login details
1. Go to Global Settings – Integrations, and go to Integration Key Management.
2. Click on New Integration Key. You will be presented with the following fields:
- Key Type: set to Salesforce
- Key name: set to Salesforce
- Authentications URL: https://login.salesforce.com/services/Soap/u/38.0
- Security Token: enter value available against your account on Salesforce.com
- Synchronization Direction: set to Bidirectional
- Username: username for your account on Salesforce.com
- Password: password for your account on Salesforce.com
3. Click Save.
Configure Salesforce Integration on SmartSimple side
Go to Global Settings – Integrations, and go to Salesforce Data Synchronization.
You will initially be presented with the Salesforce Contact Data Synchronization settings, but can access the Salesforce Account Data Synchronization settings by clicking on the tab at the top of the page.
Configure Salesforce Contact Data Synchronization settings
1. Click on the General Settings tab and populate settings as follows:
- Roles to Sync: Use Lookup button to select roles. Contacts from Salesforce who will be assigned to selected roles, while those contacts with selected roles from SmartSimple will be pushed to Salesforce.
- Parent Company: Contacts synchronized to SmartSimple will be assigned to the selected company.
- Salesforce ID Field: Salesforce ID (unique identifier) will be stored in selected custom field.
- Activate Synchronization: once activated data will be synchronized every 5 minutes.
2. Click on Export Settings tab and select the Contact custom fields you want to export to Salesforce.
3. Click Export. The fields will then be created under the Contact specific Custom Field list in Salesforce. Field names will have following settings
- “__c” appended to the end of the name automatically
- created as Text field type
4. Click on Import Settings. Salesforce contact fields will be listed in a table and you can choose to either:
- ignore them
- map the Salesforce fields to SmartSimple Contact custom fields
- create a new Contact field in SmartSimple and map it after.
5. Once the setup is done, you can go to the General Settings tab and test the synchronization of fields data.
NOTE: When a new field is created in Salesforce, make sure you update the visibility of the field to make it visible in the settings page.
Configure Salesforce Account Data Synchronization settings
1. Click on the General Settings tab and populate settings as follows:
- Categories to Sync: Use Lookup button to select roles. Accounts from Salesforce who will be assigned to selected categories, while those accounts with selected categories from SmartSimple will be pushed to Salesforce.
- Parent Company: Accounts synchronized to SmartSimple will be assigned to the selected company.
- Salesforce ID Field: Salesforce ID (unique identifier) will be stored in selected custom field.
- Activate Synchronization: once activated data will be synchronized every 5 minutes.
2. Click on Export Settings tab and select the Account custom fields you want to export to Salesforce.
3. Click Export. The fields will then be created under the Account specific Custom Field list in Salesforce. Field names will have following settings
- “__c” appended to the end of the name automatically
- created as Text field type
4. Click on Import Settings. Salesforce account fields will be listed in a table and you can choose to either:
- ignore them
- map the Salesforce fields to SmartSimple Account custom fields
- create a new Account field in SmartSimple and map it after.
5. Once the setup is done, you can go to the General Settings tab and test the synchronization of fields data.
NOTE: When a new field is created in Salesforce, make sure you update the visibility of the field to make it visible in the settings page.
Configure SmartSimple Integration on Salesforce side
1. Login to Salesforce, make sure you are using the classic interface, on the top left menu, go to Setup
2. On the left menu – Build – Customize
3. Select Accounts or Contacts for field settings
4. Click Fields, you will then see the Standard fields and Custom fields lists. Note: Some of the Salesforce standard fields are created as custom fields in SmartSimple.
5. If you need to change field visibility on SmartSimple side then click on the custom field and select Set Field-Level Security.
6. Make sure you have a Identifier field in Salesforce to store the contact or account ID from SmartSimple.
