Salesforce is a cloud-delivered CRM product that helps you manage your sales opportunities and sales team. From small business to large enterprise, Salesforce has solutions to help sales reps everywhere increase pipeline generation, reduce sales cycles, and improve win rates.
This integration is designed for companies who need to regularly synchronise CRM data between Administrate and Salesforce. Administrate provides a two-way sync between Accounts and Contacts.
Choose which Account and Contact fields Administrate should keep in sync. A background process will run periodically to check for any changes made in either Administrate or Salesforce. Content will then be synced and conflicts will be resolved as per Administrate’s conflict resolution settings.
There are three options for Sync Direction. Two unidirectional syncs and one bidirectional.
|Push record to Salesforce||The version currently held within Administrate will be copied to Salesforce.|
|Pull record to Salesforce||The version currently held within Salesforce will be copied to Administrate.|
|Sync in both directions||Changes in Administrate will be pushed to Salesforce and changes within Salesforce will be pulled back to Administrate. Several conflict resolution options available. See Conflict Resolution|
The initial sync may take several hours dependant on the number of records which are involved.
Requirements for integration:
- Enabled (yes/no)
- Security Token
- Instance URL
Your instance (of Salesforce) URL will be unique to yourself. For example: https://exampleclient.salesforce.com
- Security and the API
- How do I find my Security Token?
- Resetting Your Security Token
- Salesforce Developers Guide
If Administrate finds a record which has been edited on both applications since the last sync, it can be dealt with the following ways:
|Ask Me Every Time||Administrate will show the data it holds, and what’s held on Salesforce. Simply choose which record to keep.|
|Administrate Wins||The version currently held within Administrate will be copied to Salesforce (Used for Push).|
|Salesforce Wins||The version currently held within Salesforce will be copied to Administrate. (Used for Pull)|
These settings can be changed at any time.
In this section, decide which fields should be synced between Administrate and Salesforce:
- Select the field on Administrate on the left
- On the right-hand side select the Salesforce field that it should be mapped to. Continue until all the fields that should be synced are selected.
- Click Save Changes.
Ensure that the types of the fields match. For example, Administrate can’t sync a checkbox field with a text field!
The sync will now occur at the next timed run. Its progress can be checked by looking at the ‘Log’ section. The recent activity table will show how many results have been synced and how many errors have been found.
To view and resolve errors click on the ‘Error’ tab.