Salesforce

Overview

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.

Destination tab

The following table outlines the mandatory and optional parameters you will find on the Destination tab (Image 1).

Destination Details

The following parameters will help to define your data sync destination and how it functions.

Parameter	Description	Example
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.	https://test.salesforce.com/services/oauth2/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	Optional. You can set this to true to leverage auto assignment in Salesforce.
Platform Event	Optional. You can set this to true to enable Platform Events.
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.

Column Mapping

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.

Parameter	Description	Example
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

Filter

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.

Image 2: Define your Destination

Next steps

• 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.