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Salesforce® Integration

Salesforce® Integration brings your Salesforce account data into KONVERT. After the integration is set up, your accounts in Salesforce will be imported into KONVERT, and any changes made to this data within Salesforce will be updated in KONVERT every 15 minutes.

Account Filtering

The accounts you wish to bring into KONVERT can be specified by including an account filter. The filter can be provided as a SOQL WHERE String.

Example: You have both prospect and customer account records in Salesforce. You include an account number for customer accounts but not for prospects. If you want to only bring over the customer accounts, you can do so by providing a filter like AccountNumber !=’’

Any SOQL WHERE statement can be used to filter for the accounts you wish to sync.

Field Selection and Mapping

Any data from fields on the Salesforce account can be brought over to KONVERT. Each field is stored in a custom field on the account in KONVERT.

To set this up, provide a list of Salesforce field names, for example, AccountNumber and the corresponding KONVERT custom field names where they should be stored.

The Salesforce ID and name for the account will automatically be stored. The ID is stored as the KONVERT Account’s customId. This is used to keep the data in sync and can be used to retrieve the account using the Salesforce ID via the KONVERT API.

Related Lists

Data from related lists under accounts can be stored on custom fields for the account. One or multiple fields on the related object can be stored in the KONVERT account. To set this up, provide a list of Salesforce related lists with the following information for each related list:

  • Object Name of the related list objects
  • Relationship Field Name on Account (field name where the related list is attached)
  • Optional filter (see related list filtering)
  • Field Map – list of one or multiple fields to get data for
    • Salesforce field name (field on the related object)
    • KONVERT Account field name (where you want to store data from the related object)

Related List Filtering

The related lists can optionally be filtered much like accounts can, using a SOQL WHERE String. This will only bring data over into KONVERT from a filtered list of related objects.

Initial Import and Syncing Changes

Once the integration is set up on both KONVERT and within Salesforce, your accounts will be imported using the filters and field maps provided. As data changes in Salesforce, it will be updated in KONVERT every 15 minutes.

  • When an account is created in Salesforce, it will be created in KONVERT
  • When an account is updated in Salesforce, it will be updated in KONVERT
  • When an account is deleted in Salesforce, it will be deleted in KONVERT
  • When related objects which are mapped are created, modified or deleted in Salesforce, the parent account is updated in KONVERT

Related Features

There are some related KONVERT features available, which are often used in conjunction with Salesforce Integration.

  • Providing a user registration page asking the user for a piece of information from their account for verification. This is often an account number. If valid the user is registered and added to the Account with the matching account number.
  • Mapping an account field to user groups that users of the account will be added to. For example, an account has a field of Salesforce Asset Names that the account owns. This data is mapped to a list of KONVERT user groups to which the users of the account will be added.

Prerequisites

The Salesforce organization you are connecting to KONVERT must be one of the following editions:

  • Enterprise Edition
  • Unlimited Edition
  • Performance Edition
  • Professional Edition (when API Access add-on is purchased)

A user within your Salesforce organization must have the following permissions:

  • Customize Application
  • Modify All Data
  • Manage Profiles and Permission Sets

Install the KONVERT Data Integration App in Salesforce

  1. Navigate to the URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5w000005Dm4r
  2. Login to your Salesforce organization if necessary using a user with the required permissions listed under Prerequisites.

Install KONVERT Data Integration

  1. Select Install for Admins Only
  2. Check the checkbox “I acknowledge…”
  3. Click Install

Once the application finishes installing, within the Setup area of your Salesforce organization complete the following steps:

  1. Navigate to: Setup -> Apps -> Connected Apps -> Manage Connected Apps
  2. Click the edit link next to KONVERT Data Integration
  3. Set Permitted Users to: Admin approved users are pre-authorized
  4. Navigate to: Setup -> Apps -> Connected Apps -> Manage Connected Apps
  5. Click KONVERT Data Integration
  6. Under profiles, click the Manage Profiles button
  7. Select the profile of a user which will be used for the integration. This can be the user installing the application or a separate user, as long as the profile has API enabled under Administrative Permissions. (System Administrator profile has API Enabled by default and can be used in most situations.)

Integration Settings in KONVERT

To enable Salesforce integration, please provide the following settings to KONVERT:

  • The Salesforce username of a user in your organization with the profile used when Managing the KONVERT Data Integration. The API calls that the KONVERT Data Integration performs will be on behalf of this user. We recommend having a dedicated user for this integration that is not tied to any actual person. If you do use a username associated with a person whose Salesforce account is deactivated, the integration will stop syncing data until a new username is provided.
  • Optional account filter (see Account Filtering)
  • Field Map (see Field Selection and Mapping)
  • Related Lists (see Related Lists)
    • Object Name of the related list objects
    • Relationship Field Name on Account (field name where the related list is attached)
    • Optional filter (see related list filtering)
    • Field Map – list of one or multiple fields to get data for
      • Salesforce field name (field on the related object)
      • KONVERT Account field name (where you want to store data from the related object)