Salesforce

Overview

Salesforce is a Customer Relationship Management tool with an extensive suite of tools for managing customer service, marketing automation, analytics and application development. Companies use Salesforce to track leads and communicate with clients in a well-documented and organized manner.

Destinations

Setup

You will need a Salesforce account in order to start syncing data to Salesforce. Your username and email will be part of setting up the App to connect to Salesforce. You’ll also need to be sure to have a security token set up before you proceed with configuration.

In Salesforce, navigate to the link for Settings under your avatar. This will bring you to “Personal Settings”. Then use the side navigation bar to navigate to choose ‘Reset My Security Token’. You will need this token to establish a connection with Salesforce.

App

To connect Salesforce to Grouparoo, you create an App to tell Grouparoo how to make the connection. This specifies the account used for any Destinations.

App Options

For more information on options for keeping your credentials secure, visit our documentation on secrets.

Salesforce Export Accounts

This Destination enables you to sync your Grouparoo Records as Accounts in Salesforce.

Companies use Grouparoo to keep their Salesforce Accounts up-to-date in order to manage client relations effectively.

To create a Destination, you make choices about what data to sync.

Sync Modes

• Sync: Add, update, and remove Salesforce Accounts as needed. This option looks for new records, changes to existing records, and deletions.
• Additive: Add and update Salesforce Accounts as needed, but do not remove anybody. This option looks for new Accounts to add to Salesforce and changes to existing Salesforce Accounts, but does not keep track of deletions.
• Enrich: Only update those Accounts that already exist in Salesforce. Do not add or remove Accounts. This option will only update existing Accounts in Salesforce.

For more information on what all these Destinations attributes mean and how to configure them, see the configuration files doc.

Destination Options

Some types of Destinations require further clarification about how data should sync. In the case of Salesforce, there is one required option to configure before moving on to mapping Record Data: Primary Key. This tells Grouparoo which Account field will be used to match up Salesforce Accounts with Grouparoo Records with a unique identifier.

Record Data

Mapping Record Properties to Salesforce Account Fields is the key to syncing data to Salesforce Accounts.

Salesforce Account Fields helps companies gather helpful information about business clients.

Required Properties

You must map two Grouparoo Properties to Salesforce Account Fields: AccountNumber and Name. Choose the Grouparoo Property that corresponds to the Account Number and Name from the dropdown menu. Properties associated with those values need to have been imported from your source.

• AccountNumber (string): An Account’s Account Number in Salesforce
• Name (string): The name associated with an Account in Salesforce.

Optional Properties

In addition to the required email field, companies can add many Reserved or Custom Fields to sync with Grouparoo Properties. These can be accessed from the Send Record Property dropdown menu.

Group Data

Some Destination types support further grouping data to create remote lists or tags. This Destination does not offer that functionality.

Salesforce Export Contacts

This Destination enables you to sync your Grouparoo Records as Contacts in Salesforce.

Companies use Grouparoo to keep their Salesforce Contacts up-to-date in order to manage client relations effectively.

To create a Destination, you make choices about what data to sync.

Sync Modes

• Sync: Add, update, and remove Salesforce Accounts as needed.This option looks for new records, changes to existing records, and deletions.
• Additive: Add and update Salesforce Accounts as needed, but do not remove anybody. This option looks for new Accounts to add to Salesforce and changes to existing Salesforce Accounts, but does not keep track of deletions.
• Enrich: Only update those Accounts that already exist in Salesforce. Do not add or remove Accounts. This option will only update existing Accounts in Salesforce.

Destination Options

Some types of Destinations require further clarification about how data should sync. In the case of Salesforce, there is one required option to configure before moving on to mapping Record Data: Primary Key. This tells Grouparoo which Account field will be used to match up Salesforce Contacts with Grouparoo Records with a unique identifier. You may also indicate an Account Key to make an association with Salesforce Accounts.

Record Data

Mapping Record Properties to Salesforce Contact Fields is the key to syncing data to Salesforce Contacts.

Salesforce Contact Fields helps companies gather helpful information about business clients and the people they are working with within Accounts.

Required Properties

There are several Grouparoo Properties you must map to Salesforce Account Fields: AccountId, LastName, Account.AccountNumber and Account.AccountName. Choose the Grouparoo Property that corresponds to the Contact’s AccountId and LastName. Then choose the Grouparoo Properties that correspond to the AccountNumber and Account Name for the Account associated with that Contact.

• AccountId (string): An Contact’s Account Id in Salesforce
• LastName (string): The last name associated with a Contact in Salesforce.
• Account.AccountNumber (string): The Account number associated with the Account that a Contact is part of.
• Account.Name (string): The name of an Account that is associated with the Contact in Salesforce.

Optional Properties

In addition to the required email field, companies can add many Reserved or Custom Fields to sync with Grouparoo Properties. These can be accessed from the Send Record Property dropdown menu.

Group Data

Some Destination types support further grouping data to create remote lists or tags. This Destination does not offer that functionality.

Salesforce Export Objects

This Destination enables you to sync your Grouparoo Records as Objects in Salesforce.

Companies use Grouparoo to keep their Salesforce Objects up-to-date in order to manage client relations effectively.

To create a Destination, you make choices about what data to sync.

Sync Modes

• Sync: Add, update, and remove Salesforce Objects as needed. This option looks for new records, changes to existing records, and deletions.
• Additive: Add and update Salesforce Objects as needed, but do not remove anybody. This option looks for new Objects to add to Salesforce and changes to existing Salesforce Objects, but does not keep track of deletions.
• Enrich: Only update those Objects that already exist in Salesforce. Do not add or remove Objects. This option will only update existing Objects in Salesforce.

Destination Options

Some types of Destinations require further clarification about how data should sync. In the case of Salesforce Export Object Destinations, there are two required options to configure before moving on to mapping Record Data: Record Object and Record Match Field. This tells Grouparoo which Account field will be used to match up Salesforce Contacts with Grouparoo Records with a unique identifier. Depending on the Objects you have set up in Salesforce, there are other optional fields to use in setting up your Destination Options

Record Data

Mapping Record Properties to Salesforce Contact Fields is the key to syncing data to Salesforce Objects.

Salesforce Object Fields helps companies gather helpful information about businesses, clients and the people they are working with in the scope of a larger Object.

Group Data

Some Destination types support further grouping data to create remote lists or tags. This Destination does not offer that functionality.

Notes

We strive to keep our documentation accurate, easy to use, and up to date. If you notice that something has changed or is not addressed in the process of setting up your Grouparoo connection with Salesforce, please let us know by reaching out to help@grouparoo.com.

As always, if you need support using Grouparoo, reach out to community members in our Slack channel. We are always happy to help!