Salesforce is a cloud-based CRM software designed for service, marketing, and sales.
Before you set up your data sync destination, make sure to configure your Source.
The Salesforce destination supports batch and real-time syncs.
The following table outlines the mandatory and optional parameters you will find on the Destination tab (Image 1).
The following parameters will help to define your data sync destination and how it functions.
Destination
Mandatory. Select your destination from the drop down menu.
Salesforce
Object
Mandatory. The API name of the platform event (with the __e).
Notification__e
Auth URL
Mandatory. The URL that issues your Salesforce token.
Client ID
Mandatory. The encrypted Client ID for the connected app. The Connection UI will automatically encrypt this value for you.
Client Secret
Mandatory. The encrypted Client Secret for the connected app. The Connection UI will automatically encrypt this value for you.
Username
Mandatory. The Username of a Salesforce account with the permissions to connect to your Object. The Connection UI will automatically encrypt this value for you.
Password
Mandatory. The Password of the above Salesforce account. The Connection UI will automatically encrypt this value for you.
Auto Assign
Platform Event
Test Connection
You can use the "Test Connection" button to ensure that your credentials are properly configured to access your destination.
If configured correctly, a "Connection Successful" pop-up will appear.
If configured incorrectly, a "Connection Failed" pop-up will appear along with a link to the applicable error logs to help you troubleshoot.
The Column Mapping section is where you define which source columns you want to sync to which destination columns. You can repeat the values for multiple columns.
Source Column
Mandatory. The name of your column as it appears in the source.
Name
Target Column
Mandatory. The name of your column as it appears in the destination.
Name
You have the option to add a destination filter to your data sync. Please review the documentation here for more information on destination filters.You can use the "Test Connection" button to ensure that your credentials are properly configured to access your destination.
If configured correctly, a "Connection Successful" pop-up will appear.
If configured incorrectly, a "Connection Failed" pop-up will appear along with a link to the applicable error logs to help you troubleshoot.
Define your Sync Actions.
Add in your Post Sync Scripts, if required.
Define your Permissions.
If you are running a real-time sync, set up your Listener Config and enable it to begin your sync.
If you are running a batch sync, click Jobs > Start a Job to begin your sync.
Optional. You can set this to true to leverage in Salesforce.
Optional. You can set this to true to enable