Configure Salesforce Integration

The Salesforce integration synchronizes data between SmartSimple and Salesforce, a Customer Relationship Management service, by pulling and pushing data based on a configured set of field mappings. Configuration involves three parts: Salesforce login details, SmartSimple side settings, and Salesforce side settings.

Who: Global administrators

How to Use the Salesforce Integration

Use the Salesforce integration to:

• Synchronize Contact data between SmartSimple and Salesforce.
• Synchronize Account data between SmartSimple and Salesforce.
• Pull and push data based on a configured set of field mappings.

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Configure a Salesforce Integration Key

To configure the Salesforce Integration Key:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Integrations tab.
2. Locate the Services Setting section and click Integration Key Management.
3. Click the New Integration Key [+] button.
4. Add the applicable information to the following fields:
   • Type - Set to Salesforce.
   • Security Token - Enter the value available for the account on Salesforce.com.
   • Authentication URL - https://login.salesforce.com/services/Soap/u/38.0
   • Username - Username for the account on Salesforce.com.
   • Password - Password for the account on Salesforce.com.
5. Click Save.

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Configure Account and Contact Import and Export Settings

Both account and contact information can be imported and exported during Salesforce data synchronization.

Configure Account Settings

To configure Account import and export settings:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Integrations tab.
2. Click Salesforce Account/Contact Data Synchronization.
3. Click Menu in the left navigation, and then click the Account tab.
4. Complete the following fields, and then click Save.
   • Unique SmartSimple ID Field Name in Salesforce - SmartSimple ID, or unique identifier, of Account record is configured to save to this field in Salesforce.
   • Salesforce ID Storage Field - Salesforce ID, or unique identifier of Account record will be stored in selected custom field in SmartSimple.
   • Categories to Export - Accounts with one or more selected categories will be exported to Salesforce.
   • Status to Export - Accounts in one of the selected statuses will be exported to Salesforce.
   • Parent Company - Accounts synchronized to SmartSimple will be assigned to the selected company if the designated parent company in Salesforce is not synchronized in SmartSimple.
   • Create new records in SmartSimple - Toggle on for synchronized accounts to create new records in SmartSimple.
   • Default New Account Categories - Appears when Create new records in SmartSimple is toggled on. Accounts imported from Salesforce will be assigned the selected categories.
   • Default New Account Status - Appears when Create new records in SmartSimple is toggled on. Accounts imported from Salesforce will be assigned the selected status.

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Configure Contact Settings

To configure Contact import and export settings:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Integrations tab.
2. Click Salesforce Account/Contact Data Synchronization.
3. Click Menu in the left navigation, and then click the Contact tab.
4. Complete the following fields, and then click Save.
   • Unique SmartSimple ID Field Name in Salesforce - SmartSimple ID, or unique identifier, of Contact record is configured to save to this field in Salesforce.
   • Salesforce ID Storage Field - Salesforce ID, or unique identifier, of Contact record will be stored in selected custom field in SmartSimple.
   • Roles to Export - Contacts with one or more selected roles will be exported to Salesforce.
   • Status to Export - Contacts in one of the selected statuses will be exported to Salesforce
   • Parent Company - Contacts synchronized to SmartSimple will be assigned to the selected company if the designated parent company in Salesforce is not synchronized in SmartSimple.
   • Create new records in SmartSimple - Toggle on for synchronized contacts to create new records in SmartSimple.
   • Default New Contact Roles - Appears when Create new records in SmartSimple is toggled on. Contacts imported from Salesforce will be assigned the selected roles.
   • Default New Contact Status - Appears when Create new records in SmartSimple is toggled on. Contacts imported from Salesforce will be assigned the selected status.
   • Fields for Matching Records - Only Mapped Fields can be selected for matching criteria.

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Configure Account and Contact Fields Mapping

Fields mapping for both accounts and contacts can be configured.

Configure Account Fields Mapping

To configure fields mapping for accounts:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Integrations tab.
2. Click Salesforce Account/Contact Data Synchronization.
3. Click Fields Mapping in the left navigation, and then click the Account tab.
4. Click the Export Fields to Salesforce field and select the applicable fields.
   • Selected fields will be created in Salesforce, field-level security must be set as visible for fields to be available for sync process.

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Configure Contact Fields Mapping

To configure fields mapping for contacts:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Integrations tab.
2. Click Salesforce Account/Contact Data Synchronization.
3. Click Fields Mapping in the left navigation, and then click the Contact tab.
4. Click the Export Fields to Salesforce field and select the applicable fields.
   • Selected fields will be created in Salesforce, field-level security must be set as visible for fields to be available for sync process.

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Configure Account and Contact Synchronization Settings

Synchronization settings can be configured for both accounts and contacts.

Configure Account Synchronization Settings

To configure account synchronization settings:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Integrations tab.
2. Click Salesforce Account/Contact Data Synchronization.
3. Click Synchronization in the left navigation, and then click the Account tab.
4. Toggle Do not allow empty fields to overwrite fields containing values on.
5. Locate the Sync Direction field and click Salesforce to SmartSimple, SmartSimple to Salesforce.
6. Locate the Criteria for Sync Process, review the information, and then click Save.

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Configure Contact Synchronization Settings

To configure contact synchronization settings:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Integrations tab.
2. Click Salesforce Account/Contact Data Synchronization.
3. Click Synchronization in the left navigation, and then click the Contact tab.
4. Toggle Do not allow empty fields to overwrite fields containing values on.
5. Locate the Sync Direction field and click Salesforce to SmartSimple, SmartSimple to Salesforce.
6. Locate the Criteria for Sync Process, review the information, and then click Save.

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Configure the SmartSimple Integration on Salesforce 

To configure the SmartSimple integration in Salesforce:

1. Log in to Salesforce, confirm that the classic interface is in use, and click Setup in the top left menu.
2. Click Build in the left menu, and then click Customize.
3. Select Accounts or Contacts for field settings.
4. Click Fields to display the Standard fields and Custom fields lists.

5. To change field visibility on the SmartSimple side, click the custom field and select Set Field-Level Security.
6. Confirm that Salesforce has an Identifier field to store the contact or account ID from SmartSimple.

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