Salesforce Integration - Knowledge / Experience Exchange

  • 2 August 2022
  • 2 replies
  • 99 views
Julian_Salesforce
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Dear Community,

we’re currently in the process of integration Salesmanago with Salesforce (used for Lead, Contact, Account and Campaign Management). 

Is there someone out there who already walked that path and is open to share some information on your findings / ways you work with both systems? 

 

It would be great if we could avoid some of the mistakes someone else already made and we’re happy to share our experience as well. 


The current plan for the integration

SM Contact → SF Lead:
We will drop over new contacts that need qualification by Sales to become converted to a Contact. Once converted into a contact, the synchronisation between SM and SF get’s started.

 

SM Contact ↔  SF Contact:

We synch both, as soon as certain conditions are fulfilled. E.g. Opt-In exists (otherwise no need for the data in SM?). For some fields / properties Salesforce is leading and Salesmanago only consuming. For others both systems can send updates, since e.g. marketing relevant preferences can be changed in the SM preference center and also by a Sales employee who might have a contact on the phone and update preferences while talking to the customer.

 

SF Campaigns → SM Tags

We want to integrate SF Campaigns into SM Tags. What’s missing in SM is the Campaign status that we’re able to use in SF. 

2 replies

Karolina Dziedzic
Userlevel 5

Hi! 😊


We will try to help you, but for that we need to discuss it internally. I'll be back with information as soon as possible 😊

 

Karolina Dziedzic
Userlevel 5

Hi! 🙂

We assume you are integrating with Salesforce CRM.

SM Contact → SF Lead:
Could you please be more specific? We will do our best to help you.

At this link we have a description of how to configure data synchronization between SF and SM: https://support.salesmanago.com/integration-with-salesforce-configuration-of-synchronization/

SM Contact ↔ SF Contact:
Here it depends on how you want to update contacts.

The integration between SF and SM is based on the date of the last record modification (the page with the younger date is considered the correct one for synchronization). Here is where an issue arises - because modifying a detail directly in the SALESmanago system does not change the modification date of the record itself. This means that the SF data may be overwritten. 

SF campaigns → SM tags:

Here a question arises in what form the campaign status is saved in Salesforce.

Generally, the integration allows you to set the mapping of text fields in Salesforce to properties fields - details in SALESmanago. If you save campaign statuses as text fields in SF then synchronization in SM will be possible only in detail form. 

As a workaround it will be possible to convert to tags e.g. via automation rules. 

Do you perhaps have additional questions? Let us know and we will be happy to clarify doubts and help you. 🙂

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